Connecting your PartsTech Account With Tekmetic
Before you start ordering be sure your PartsTech account is connected to your Tekmetric account. We have a knowledge base guide on connecting PartsTech with Tekmetric here.
There are a few different workflows for building an estimate and adding parts in Tekmetric. We'll cover the 2 main workflows below. You can reach out to our Customer Success team to see how to best fit PartsTech into your workflow.
1. Ordering through the "ADD PART" function within job card
You can add parts directly to the job section on the estimate. When building an estimate click on "ADD PARTS." In the drop down that appears, click on "Add Parts from PartsTech".
This will launch a separate window with the PartsTech portal where you can shop the suppliers setup in your PartsTech account.
2. Ordering Through "Parts Hub"
The parts hub organizes all of your parts orders across all of the jobs you're working on for a particular RO. To open PartsTech, first, click on the "PARTS HUB" button located at the top of the Estimate tab.
In the window that appears, you will see a list of any "Needed" parts on the RO. You will also find a SHOP PARTSTECH button on the top left of the parts hub window. When you click Shop PartsTech, it will launch a separate window with the Partstech portal where you can shop for multiple parts on the RO at once.
When PartsTech launches, find the parts you need, add them to your cart
Then you will click the blue submit quote button on the sidebar
For more information:
Partstech has a knowledge base guide showing you how to search and use PartsTech here.