Phones is a new capability built into Tekmetric that connects your phone system to your shop workflow. It links your existing RingCentral account with Tekmetric and surfaces customer identity, vehicle history, and active repair orders in real time during calls, bringing call activity and shop context together in one place. Tekmetric does not provide phone service directly.
This guide walks through how to set up Phones with your RingCentral account.
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⚠️ Beta Program Notice
Phones is currently in an open beta program and available by invitation only. During this phase, we are working closely with early participants to refine the phone experience.
- If you are already using RingCentral, please reach out to us at phones@tekmetric.com to receive an invite.
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If you’re interested in exploring RingCentral’s services and becoming eligible to participate, please complete the following form to get started: RingCentral <> Tekmetric Sign Up Form
- Through our partnership with RingCentral, Tekmetric customers are eligible for preferred partner pricing. You’ll also be connected with a dedicated RingCentral sales and implementation team that can help evaluate your needs and guide you through the setup and migration process.
Pricing and packaging for a future product release are still being finalized and will be shared at a later date.
Demo Video
July 17, 2026
Setup Guide
Connect RingCentral Integration
- Log in to Tekmetric and ensure you’ve selected the correct shop location/account.
- Navigate to Phones in the side menu
- Select Connect RingCentral
- You’ll be redirected to RingCentral to:
- Log in
- Authorize the integration
- Confirm account access
If you don’t see the Phones option in the side menu, please make sure your employee account has the Phones permission enabled.
Phones Settings & Mapping Users
Once you successfully authorize the RingCentral connection, you will automatically be redirected to the Phones Settings tab. This tab only appears after you successfully authorize the RingCentral integration.
In the Phones Settings tab, map each Tekmetric user to their corresponding RingCentral extension and click Save to save your changes.
- Depending on your RingCentral configuration, we recommend mapping individual RingCentral accounts/extensions to each Tekmetric user whenever possible for the best call handling and notification experience.
- Some RingCentral extensions may require unique email addresses, meaning they must be authorized individually using their own RingCentral login credentials. You can authorize additional accounts by clicking Add RingCentral Account.
Call Pop Notifications
Once setup is complete:
- Call notifications (inbound and outbound) will automatically be displayed in Tekmetric
- A call pop notification will appear with:
- Customer information
- Vehicle details
- Active repair orders (ROs)
- Ability to add Call notes
- If the caller is a new customer, Tekmetric will provide the option to create an appointment instead.
Note: there may be a delay of several hours while the RingCentral connection is being established. Once this process completes, call pop notifications will begin routing as expected.
Capture important details while the conversation is still fresh by adding a Call Note. Once saved, your Call Note automatically appears in the Call History panel, making it easy to reference past conversations and keep your team aligned.
When selecting Create Appointment, you will first be routed to the scheduler to review availability and select a time slot before proceeding with booking.
Once you continue to appointment creation, a Fill from Call option becomes available that automatically pulls relevant details from the active call—such as customer name, phone number, and vehicle information—and pre-populates the appointment fields to reduce manual entry and save time.
Click-to-Call (from Repair Order)
You will also be able to launch calls directly from a repair order with a single click.
Your connected physical phone or RingCentral app (tied to your extension) will ring first. Once you answer, the system will automatically dial the selected customer—eliminating the need for manual dialing.
Note: Click-to-call currently supports connected physical RingCentral desk phones only. Outbound call routing to the RingCentral desktop or mobile apps is not supported at this time.
For shops using shared RingCentral extensions across multiple users, all physical devices connected to that extension will ring when a call is initiated.
Call History
Selecting the phone icon in the top navigation displays your RingCentral extension call history, including all calls made, received and missed from your physical device or RingCentral app.
Note: this view is currently extension-specific, meaning you will only see calls associated with your individual mapped extension. Support for viewing calls across multiple extensions or at the shop level is planned for a future release.
Frequently Asked Questions
Do I need a specific RingCentral plan to use Phones?
No — Phones capabilities works with all RingCentral plans, including Core.
No upgrade is required for the integration itself. We recommend selecting your RingCentral plan based on your shop’s communication needs, such as call volume, number of users, and any messaging requirements.
Do I need to enable RingCentral messaging (SMS)?
Not necessarily. SMS is only required if you want to send text messages directly through RingCentral.
If you already use TekMessage, enabling RingCentral SMS may be unnecessary and can create overlapping messaging workflows. We recommend choosing a single messaging system to avoid duplication.
Are there other phone provider integrations supported besides RingCentral?
At this time, Phones capabilities are only integrated with RingCentral.
We may expand support to additional phone providers in the future, but no other integrations are available or planned for currently.
Can I migrate my phone service to RingCentral without downtime?
Yes. RingCentral supports a parallel run approach, which allows your existing phone system and RingCentral to operate at the same time during migration. This lets your team configure and validate the setup before fully switching over.
You can also begin using RingCentral before your numbers are fully ported. During setup, RingCentral assigns temporary Direct Inward Dial (DID) numbers, which allow full system configuration, testing, and usage ahead of the final number transfer. Once porting is complete, your existing business numbers automatically replace these temporary numbers.
What phones are compatible with RingCentral?
RingCentral supports a wide range of VoIP desk phones. You can view supported devices here:
Compatible Phones for RingCentral
What is the impact to TekMessage texting when switching to RingCentral?
If your shop is currently using TekMessage, there may be a brief interruption in texting during the number porting process to RingCentral.
This is expected during the porting transition period. In most cases, this interruption lasts no longer than 48 hours. Once the port is complete and rehosting is completed on RingCentral’s side, messaging functionality will resume as normal. We’ve also observed that some customers do not experience any downtime at all during this transition.
Who should I contact for help during or after migration, or for questions/issues with Phones features in Tekmetric?
For help across setup, porting, and post-implementation stages:
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Implementation Support – For help during implementation, setup, or porting: support@deployright.io
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RingCentral Support – For post-implementation support, including configuration or service-related questions: please visit RingCentral (Contact Support)
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Phones Capabilities Support – For questions related to the integration or features within Tekmetric: phones@tekmetric.com