Canned Jobs: Bulk Update & Management

In Tekmetric, you can bulk update and manage your canned jobs in order to keep them up-to-date with your labor rates and tax laws. 

To bulk update or manage your canned jobs, click into Canned Jobs on the left menu bar. Here you will be able to:

• Filter Canned Jobs
• Duplicate Canned Jobs
• Bulk Delete Canned Jobs
• Bulk Update Labor Rate, Taxes & Job Categories 
• Export your Canned Job list
• Bulk Update inventory part data on canned jobs

Filtering Canned Jobs

You can filter your canned jobs list to focus in on canned jobs that have a certain labor rate or assigned a specific job category. 

Filtering based on labor rate will help you focus on what canned jobs still have your old labor rate or need updating. 

Duplicate Canned Jobs

In Tekmetric, not only can you edit and delete canned jobs, but you can also duplicate them as well. This is a useful feature to have, especially when you are creating similar canned jobs, but only need to change minor details such as part quantity or part details.

Example below of different Mount & Balance canned jobs:

Note: Duplicating and deleting functionality are not available for BG Canned Jobs.

Bulk Updating Canned Jobs

To bulk update canned jobs, you will check boxes next to each canned job you'd like to update. Once you check the desired canned jobs, you will have the ability to:

Bulk Delete Canned Jobs

You can bulk delete a select amount of canned jobs within Tekmetric, rather than deleting canned jobs one by one.

Note: Once you delete your canned job(s) they will be permanently removed from your shop and we will not be able to bring them back.

Bulk Manage Canned Jobs

In Tekmetric, you have the option to bulk manage and update multiple canned jobs at once. Select the checkboxes next to the canned jobs you'd like to bulk update, then click Manage Jobs on the top left of the canned jobs table. 

Note: In order to see the Manage Jobs button populate, you must select at least one canned job first.

In the window that populates, you have the following bulk update options:

• Labor Rate - bulk update select canned jobs to have a new labor rate.
• Job Category - bulk update select canned jobs to have a new job category.
• Taxes - bulk update taxes on select canned jobs to charge tax on either labor, parts, fees or tires. 

Once you select what settings you'd like to update, click Apply Settings.

Export Canned Jobs

If you'd like an export of your canned jobs, you can click the cloud icon on the top right of the table to export a CSV file of your canned jobs. The export will include the job title, total, category and labor rate. 

Inventory Parts - Updated on Canned Jobs