Release Date & Feature Notes – Tekmetric

Printable PDF Reports
- Tire Tax Report
- Sales Tax Report
- Sales Details Report
- Profit Details Report
- Payment Details Report
- Employee Timesheets

V.3.46.0 - August 16th, 2022

Added an inspection viewed indicator

V.3.45.0 - August 8th, 2022

ProDemand labor guide integration

V.3.43.0 - July 12th, 2022

Integrated Billing enhancements

V.3.42.0 - July 7th, 2022

MSO Beta

V.3.41.0 - June 20th, 2022

Integrated Billing
- View and manage subscription status
- View and manage payment methods
- View and download billing history

V.3.40.0 - June 8th, 2022

Added prepopulated sample data for newly created shops

V.3.39.10 - June 2nd, 2022

AAP Integration

V.3.39.6 - May 17th, 2022

OEC RepairLink Integration

V.3.37.0 - April 8th, 2022

Enhanced Create New Shop form

V.3.36.0 - April 5th, 2022

Digital Vehicle Inspection History

V.3.35.0 - March 24, 2022

Quickly edit vehicle trim in the Edit Vehicle Info dialog
Copy VIN to the clipboard using the button in the RO Sidebar
Add canned jobs to existing jobs using the new option on the job table
Filter the Accounts Payable report by vendor

V.3.34.0 - March 17, 2022

Default Repair Order to Estimate Tab

V.3.33.0 - March 15, 2022

Change Customer on Repair Order

V.3.32.0 - March 10, 2022

Repair Order Notes Field
Color Coded Repair Order Status Labels
Toggle Waiter Icon from Job & Tech Board

V.3.31.0 - March 7, 2022

Set auto-applied parts matrices on inventory parts
View WIP inventory parts using the WIP popover on the inventory table
View inventory order details using the Ordered popover on the inventory table
View BIN# and Available count on the inventory swap popover on jobs
Inventory In-Stock and Available counts can now go negative

V.3.30 - March 1, 2022

Mark Odometer as Inoperable

V.3.29 - February 24, 2022

Quick Decline All from Job Board & Estimate Screen
Techs automatically assigned when adding declined job
Job Table Quick Actions & Duplicate Job functionality

V.3.28.1 - February 21, 2022

Quick change job status from Tech Board
Hide the promise time on Job Board & Tech Board if it isn't set

V.3.28 - February 17, 2022

Quick change job status from Job Board and RO Header

V.3.27 - February 10, 2022

Ability to restrict Employee Access to shop by date/time

V.3.26 - January 31, 2022

Employees on Appointments

V.3.25 - January 18, 2022

Integrated Stock Ordering via PartsTech

V.3.24.3 - December 21, 2021

New End of Day Report
- Break out Tires & Batteries from Parts

V.3.23 - December 7, 2021 (Beta Testers only)

Enhanced Labor Guide
Ability to Submit Feedback Specific to Labor Guide

V.3.22 - November 16, 2021

Permission to Hide $ Value in Estimate
Service Champ Filters/Blades Added to RO Sidebar
Updates to RepairPal API Integration Box

V.3.21.1 - November 1, 2021

Transparency Settings for Approval History

V.3.21 - October 28, 2021 - Watch Release Video Here

Digital Signatures for Authorization with a Required Setting
Technician Certification Number with Transparency Settings
Authorization History Audit Log
Warning When You Exceed Authorized Amount on Estimate
Digital Estimate/Invoice Matches the PDF Version
- Vehicle YMME, Odometer, VIN, License Plate
- Customer Concerns
- Customer information
- Shop Information

V.3.20 - October 6, 2021

Enhanced Time Picker on Appointments

V.3.18 - September 9, 2021

Apply Discount from Payment Section of RO

V.3.17.5 - August 30, 2021

Backend Discount Validation enhancement

V.3.17.4 - August 25, 2021

Clickable links in Terms of Service

V.3.17 - August 12, 2021 - Watch Release Video Here

Commission Setup & Reporting

V.3.16 - August 4, 2021

Internal Customer Success App Updates

V.3.15 - July 24, 2021

API Updates
- Customer & Appointment endpoints

V.3.14.5 -July 21, 2021

OEM Batteries in RO Sidebar

V.3.14 -July 9, 2021

Breakout of Permissions
- Separate out the Customer and Estimate Permissions
- Appointments viewable by all users (without requiring the customer permission)
- Breakout of Reporting by tabs (Financial, Customer, Employee and Parts)

V.3.13.4 - June 28, 2021

Duplicate Vehicle Warning
Hacker Tracker Updates

V.3.13 - June 21, 2021

Backend Infrastructure & Performance Enhancements

V.3.12 - June 8, 2021

Backend Infrastructure & Performance Enhancements

V.3.11.3 - June 4, 2021

Partial A/R Payments - Ability to accept partial payments from Accounts Receivable.

V.3.11.2 - June 2, 2021

Auto-Arrange Declined Jobs - Declined jobs will automatically be moved to bottom of estimate tab. Overall Jobs will stay in the same order they were before within the approved/declined buckets.

V.3.11.1 - May 28, 2021

Share Link Enhancements - Ability to unshare the inspection or the estimate link.

V.3.11 - May 27, 2021

DOT# on Tires
Shop Setting to require DOT#
Inventory Labels (out-of-stock) updated

V.3.10.3 - May 26, 2021

Duplicate RO Warning

V.3.10 - May 20, 2021

Scale Tier - Canned Jobs auto added from Inspection findings

V.3.9 - May 18, 2021

Three Tier Pricing Model
Ability to look up Orders & Returns by Part Number
Inventory Export includes alternate part numbers
Search Inventory Parts by BIN#
Ability to find customers based on vehicle details search (license or VIN) when creating a RO
Automatically change RO status to In-Progress - If a technician clocks into a job and it's in the "Work Not Started" status, it changes to "In Progress" status.

V.3.8 - May 10, 2021

V.3.7 - April 28, 2021

Inspection Icon on Job Board
Updates to API for 3rd party integrators

V.3.6 - April 19, 2021

Bumper-to-Bumper Direct Integration (full release)
Clickable links on DVI Findings
RO Numbering Edits

V.3.5 - April 12, 2021

Bumper-to-Bumper Direct Integration (Beta)
Parts Management
- Ability to un-return parts back to either RO or to inventory
- Ability to return inventory parts
- Ability to move parts from an RO to inventory (instead of just return)
- Better controls over unbilled parts (if ordered parts are on declined jobs, deleted from jobs, etc... you can require they be either moved to inventory or returned before proceeding on the RO).

V.3.4 - April 7, 2021 - Watch Release Video Here

View entire customer job history from customer and vehicle profile
Addition of jobs that are in "Saved for Later" to the Job History list
Appointment Enhancements
- Change customer on appointment.
- Add customer to a Custom appointment to convert to a normal appointment.

V.3.3 - March 25, 2021

Labor Guide Enhancements

V.3.2 - March 22, 2021

Partstech API 2.0 - This will enable tires to come back into Tekmetric as the "tire" part type with better tire data mappings.
Download entire Customer List from the Customer table.

V.3.1 - March 8, 2021 - Watch Release Video Here

V.3.0 - March 3, 2021 - Watch Release Video Here

Tekmetric's own labor guide
- Build out of our own in-house labor ops and times more aligned to what users would see in other labor guides
- Will include primary labor times and "add times" for related system work
- Can add parts and labor to job at once
Native Tekmetric vehicle decoding service
- ACES standard
- More vehicle specific data such as body type, drive train and transmission
- Additional HD vehicles
Re-assign not only parts between jobs, but also labor

V.2.44 - February 21, 2021 - Watch Release Video Here

New "Battery" Part Type (in addition to our existing "part" and "tire" types)
Enhanced User Interface for Changing Part Type of a specific part
RO Part Cost Syncing to Purchase Order

V.2.43 - January 25th, 2021

PO Part Cost Syncing with RO and Parts to Return
PO Core Cost Syncing with Parts to Return
Inventory Cost Update Prompt
Inventory Enhancements
- Additional Filters
- Bulk Stock Ordering

2020

V.2.42 - December 20th, 2020 - Watch Release Video Here

Canned Jobs Bulk Management Including:
- Job Category & Labor Rate Filters on Canned Jobs List
- Duplicate Canned Jobs
- Bulk Updating Canned Jobs
- Download CSV of Canned Jobs List
- Inventory Part and Tire Syncing on Canned Jobs

V.2.41 - November 29th, 2020 - Watch Release Video Here

Technician Pay Advance Settings
Technician Billed Hours Report Updates
API Enhancements
- Adding Job Category to Public API Response
- New DELETE and POST Endpoints for Appointments in Public API
- Now Soft Delete Appointments
Tekmessage - Sound Option Enhancement

V.2.40 - Nov. 9th, 2020 - Watch Release Video Here

Tekmessage (Two-way texting)
- Setup Process
- How-to use Tekmessage

V.2.39 - October 11th, 2020

Global Search Enhancements
- Highlighting Matching Results
- Show Top 10 Results
- Results sorted by Newest to Oldest
Job Board Search Enhancements
- Highlight Matching Results
- Search Job Board by:
  - RO Number
  - Customer First & Last Name
  - Vehicle YMM, License Plate, VIN
Customer Search Enhancements when creating RO or Appointment
- Highlight Matching Results

V.2.38 - October 4th, 2020 - Watch Release Video

V.2.37 - September 13th, 2020 - Watch Release Video

Transfer Vehicle with History
Customer Primary Phone Indicator
View Declined Jobs & Job History on Appointments
Enhanced Formatting of Customer Phone Numbers [(832) 930-9400]
PDF version of End of Day Report will include Service Writer filter

V.2.36 - August 23rd, 2020

Real-Time Technician Report
Real-Time Repair Breakdown by Hours
Account Management in CS Apps (Internal)

V.2.35 - August 10th, 2020

Updates to AccountingLink integration:
- Enter GL account on Vendor profile for A/P
- Job Categories passed through
- RO # and Check # on Sublets
- Invoice Date passed through to Accounting Link
Single Sign On for LMS Platform (Internal)

V.2.34 - August 3rd, 2020 - Watch Release Video

Custom Payment Types
Inspection Task Syncing
Calculate Cash Back
Preferred Vendor on Inventory Part
Printing Agenda View in Appointments
Dedicated Long SMS Codes
Location of Vendor included with Orders

V.2.33 - June 26th, 2020 - Watch Release Video

ShopFix Hacker Tracker
Multiple Customer Emails
Added BIN# to WIP screen on Repair Orders
RO Status Column on Payment Details Report
Approval Status Filter on A/P Report
Separate Button for uploading videos on inspection
Updates to Customer Vehicle (YMME, VIN or License) are recorded with more detail in the Activity Feed
Uppercase license plate format
Job Category Column & Filter on Job History Table (on ROs)
Data Migration Tool Upload

V.2.32 - May 18th, 2020 - Watch Release Video

Inventory Updates
- Additional Inventory Tracking Visibility
- BIN Location
- Inventory Valuation Reporting
- Quick Edit Sidebar
- Bulk Delete Parts
- Quickly Update Cost to Average Cost
- Inventory Permissions
Videos on DVI
Fee & Discounts
- Fee tax settings - For each fee, choose if you want it to be taxable or not so you can have better control over sales tax for each fee.
- Auto-Apply fee at the RO level or to each individual job - Changing to the job level will improve your real-time reporting metrics and give customers better expectations of job cost when approving jobs.
- Exclude certain jobs from fees such as Shop Supplies.
- Apply fee to more combinations of labor, parts, sublet, etc...
- Apply discount to combo of labor, parts, fees and sublets
Duplicate Customer Warning
Fleet Unit#'s will be added to the RO line items on the A/R Statement PDFs
Expiring Live Links on Estimates - You can remove access to the estimate link so customers cannot continuously access their estimate while you're building additional jobs until you re-share.
Ability to Copy the Estimate Link - Great solution for customers using third party messaging apps such as Google Voice or others.
New Navigation Prompt - We've updated the prompt shown when you forget to save your work to help prevent you from leaving the page before you save.
Adding "None Provided" Vendor Filter on the Parts Usage Report
Download PDF Invoice Name Format - When downloading invoice, it will include the RO # within the name.

V.2.31 - April 19, 2020

Parts Purchased Report
Parts Usage Report
Capture Refund Date When Marking Refund Complete
Send Refund Date via AccountingLink to QuickBooks

V.2.30 - April 6, 2020

Payment Processing
Show time clock as decimal
Remember Date filter preference
Remove initial sign-in email
Merging customer now soft deletes customer (API updates)
Add PartType for Tires and Parts when sending to AccountingLink
Pendo MetaData tags (non-customer facing)

V.2.29 - March 15, 2020

Advanced RO Setting to require all "Needed" and "Quoted" parts to have orders placed
PartsTech PO# Update - When launching PartsTech, the repair order number will automatically be pre-filled in the purchase order # field in PartsTech (only if that vendor in PartsTech supports having a PO# field).
Invoice # Entry Field on Mark Order Received Pop-Up
Caps on Discounts
API Updates
- leadSource added to Repair Order read endpoint
- estimateShareDate added to Repair Order read and update endpoints
- Adding or updating license plate or VIN via API will sync with Motor - Service Writers no longer need to re-save vehicles in Tekmetric after technician updates vehicle via Autotext.me
Revised Onboarding Email Series
Tekmetric Feature & Enhancement Request Board
Tekmerchant Integrated Payment Processing & Mobile Payments (beta testing only)

V.2.28 - March 2, 2020

Shop-wide Time Clock
Real Time Reporting Update for Shop Dashboard
Carfax moved from the Summary tab to the RO Sidebar
Order Details Pop-Over on Estimate tab
Clarification that Manual Orders are Phone Orders

V.2.27 - February 3, 2020

Estimate Footer UI Update & RO Details in Sidebar
Keytag Setting to Estimate & Invoice Settings
SW & Tech Filter on Job Category Report
Export of Declined Jobs report to CSV
Assigned Tech(s) Avatars on Job Board
Advanced RO Settings
Advanced Appointment Settings
Vendors can support multiple Integrators
Real-Time Reporting
Real-Time Service Writer Reporting

2019

V.2.26 - December 15, 2019

Technician Time Clocks on Jobs for Technician Efficiency Tracking (Job Clocks)
Updated Tech Reports and Job Categories Report for Time Tracking
Merge Vendors Option
Ability to Enter Custom Tire Sizes
Users Can Restore/Undelete Deleted ROs
Additional Support for ATMe (Odometer changes, keytag changes, service writer changes now sync)
Bug Fixes

V.2.25 - November 26, 2019

Custom PO# & Notes when ordering inside Tekmetric to PartsTech
Track Advance Payment on EOD Report
Track A/R details on Payments Report
New Global Activity Feed Report
Total Sales Included on Shop Overview page
New Job board Enhancements
- Hours on cards
- Promise Time out now present
- Time since estimate sent and viewed by customer
New Webhook events
- Inspection marked complete
- Customer viewed estimate for 3rd party integrations
Bug squashes

V.2.24 - November 10, 2019

Package Priced Jobs & Package Priced Canned Jobs
Print Inventory to CSV
New Knowledge Center for Helpful information about features
Bug fixes

V.2.23 - October 27, 2019

Delete Vehicle
Transfer Vehicle
Delete Customer (Archive)
Print Tech Hours
PDF styling updates (fit more details on single page)

V.2.22 - October 13, 2019

Technicians can see their own hours on their Overview page when logging in. Can turn off reporting permission for technicians if you don’t want to grant access to other reports.
Now have the ability to post repair orders, even with all jobs declined and $0.00 sold. Reporting and car count will be updated accordingly.
Three new Webhook events
- Appointment updated
- RO saved for later
- RO opened from Saved for later
Add Debit Card as card type
CardTypes showing up in The Back Office
Updated tire field based on feedback

V.2.21 - September 26, 2019

Labor Matrix
Edit Labor Rate after RO Creation
Minor permission updates (break out of who can post/unpost RO’s)

V.2.20 - September 2, 2019

Job Board "List View" - New way to view your Job Board
Updated Job Board "Card View" - Updated cards for better information display (more updates to both card view and list view in the near future)
Reorder ROs on Job Board via drag and drop
Job Categories - now you can assign categories to jobs
Job Categories Report - new report showing Sales by Category
Job Categories Filter - filter existing reports by Job Category
Better Employee Filters on Job Board - filter by Service Writer, Techs, or Both
Waiting Icon - Now Available on the Job Board
Retrieve Deleted Repair Orders - accidentally delete? now you can retrieve them and see who deleted them
More fluids and filters - WIX, NAPA, and Pronto filters now available
GP $ / GP % and GP/Hr now available per job while building up estimates
Ability to switch Labor Rates while building an Estimate (previously released but didn't mention before)

V.2.19 - August 20, 2019

Calendar Enhancements (Color code, Created by, Concerns, and Popover)
Print Batch A/R Statements (Print PDF by Vendor and Mail out)
Flat Rate Tire Tax (Some States only)
Card Type on Payment (View Visa, MC, Amex, Disc, Other in reports)
Date Range Reporting Preferences - pick a range and use for all reports, no need to keep readjusted report over report
Set RO Completion Date - when unposting a job, technician hours are kept on the date you complete the RO or on a date you want
Unassigned Filter on Job Board
Employee Creation Fields - which employee created what
Birthday on Customer Profile - field to track customer birthdays

V.2.18 - August 4, 2019

AutoCheck Inventory - when adding parts, it will check your inventory stock first and prompt you
Manual Activity Feed Entries - per request, ability to add items to activity feed ie: called customer at x:xx pm, etc.
Referral Source is now optional - no need to enter a customer
Quick Create Button - exploring possibilities with this button throughout app, possible future use with quick estimate, counter sale, etc.
Remove Tax Line Item if no tax applied - if your shop doesn’t charge tax, you won’t see the word tax anywhere
Customer List report now from Posted Date
NexPart Bug Fixes
AWS Cloudfront
App Logging Refactor

V.2.17 - July 21, 2019

Fees Report
Discounts Report
Tire Qty Validation
Add canned job from Concerns table
Filter by Service Writer on Sales & Profit Reports
Oil Lube Sticker Printing (Beta Version)

V.2.16 - July 1, 2019

V.2.15 - June 18, 2019

Repair Order Sidebar
- Fluids & Filters
- TSBs (service bulletins)
- Vehicle Specs

V.2.14 - June 10, 2019

"Approve All" button for your clients to Approve All of the estimated jobs faster
Added Google Canada address lookup to functionality
Changed mileage to odometer

V.2.13 - June 1, 2019

Added Inspection endpoint to Public API
Activity Feed record additions
Employee Password Reset button from profile
Ability to cancel requests

V.2.12 - May 25, 2019

Customer Report
Customer Lifetime Stats
Manage Lead/Marketing Source List
Lead Source on Customer
Customer Lead Source Report
Marketing Source on RO
RO Marketing Source Report
Customer Notes Redesign

V.2.11 - May 5, 2019

WorldPac SpeedDial Integration
Default OEM parts in Transparency Settings

V.2.10 - April 23, 2019

Bulk Add Concerns as Jobs
Reassign Parts
Edit & Merge Vehicles
Merge Customers
Rate All Inspection Tasks
Print Inspections
Inspections on Invoices
Mechanic Net Integration
Autotext.me Integration

V.2.9 - April 1, 2019

Auto-apply Parts Matrix
Vendor Notes in Vendor profile
Fleet # Search
Invoice # field on Orders
Nexpart Integration
Custom Webhooks
Slack Integration
MyShopManager Integration
Kukui Integration

V.2.8 - March 24, 2019

Released custom integration with Accounting Link (The Back Office) push to Quickbooks

V.2.7 - March 17, 2019

You will now receive text messages and emails when customers approve estimates. The service writer on the RO will receive the notification of whether jobs were approved, declined, or both. We will still release a full notification system in the future, but felt this was a good intermediate bridge until we develop out our notifications center.
Enhanced the Global Search performance issues that we've received feedback about
Job History on Estimate
Added a 'Do Not Market' box in the customer profile that will remove customers from declined jobs marketing. This will be passed to your 3rd party marketing companies, but they need to make sure to acknowledge the flag so they don't market to your customers either
Squashed some bugs that were reported to us

V.2.6 - March 3, 2019

Public API Release
Estimated taxes shown at job level

V.2.5 - February 25, 2019

Auto-Reporting of Inspection Findings (items marked red/yellow auto-appear on tech concerns table)
Fixed Discounts on Labor or Parts for RO

V.2.4 - February 19, 2019

Declined Jobs Report
Quick Launch parts
Part Labels on WIP tab of RO (Needed, Quoted, Ordered, Received) to help tech's know what the part status is.

V.2.3 -February 10, 2019

End of Day Report
“WYSIWYG” Disclaimers (What you see is what you get text editor)
Quick 1-Way Text Messaging from ROs

V.2.2 - January 30, 2019

Transparency Settings
MOTOR Labor Guide Markup
Purchase Order Permissions

V.2.1 - January 23, 2019

Unpost Repair Orders
Custom Post Dates
Streamlined Pay & Post function by combining into one button

V.2.0 - January 13, 2019

Granularity on how taxes area applied across labor and parts per job
Exempt tax on a job-by-job basis
Canned Discounts
Auto-Apply Shop Fees
Apply Discounts & Fees at Job level and/or RO level
Min & Max inventory counts
Manual Stock Orders
Accounts Payable Report

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