Onboarding Process
Intro
Are you ready to get set up with Tekmetric Multi-Shop but aren't quite sure what it entails? This article will walk through an example of the set-up process and should help answer any questions you may have!
Are you still asking yourself "what is Tekmetric Multi-Shop?" Check out this article for more info.
Get signed up
There are currently two ways to get signed up for Tekmetric Multi-Shop:
Sign up using the request form inside of Tekmetric
This is the fastest and simplest way to get signed up. If you are listed as the owner of more than one shop in Tekmetric, you should see a banner at the top of your landing page when you log in to Tekmetric (the page that displays all of your shops). This banner invites you to learn more about Tekmetric Multi-Shop.
If you dismiss the banner, you'll see that a Get Multi-Shop button remains fixed in the blue app header.
If you select either the Learn More or Get Multi-Shop option, you'll be taken to a modal with some more information about Multi-Shop.
If you select the Get Multi-Shop button in the modal, you'll be taken to a sign-up form.
We require a few pieces of information from you in order to get signed up for Multi-Shop:
- Organization Name (what you'd like your group of shops to be called).
- Shops that you'd like included in your organization.
- This form automatically lists out shops that you're an employee in, in two separate sections:
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- Your Shops - These are all the shops that you're listed as an owner of in Tekmetric.
- Other Shops - These are all other shops that you're an employee in, but not listed as the owner of.
If the list of shops does not look correct or if anything is missing, please contact our support team. Once you've made your selections and hit submit, your request will be sent to the Tekmetric team! They will process your request as quickly as they can, typically within 1-3 business days.
Once they have completed your request, the Tekmetric team will email you and let you know that you're ready to get started using Tekmetric Multi-Shop!
Let your onboarding rep or Tekmetric support know you want to get signed up
If you're new to Tekmetric and going through our onboarding process, you can let your onboarding rep know that you're interested in using Tekmetric Multi-Shop.
Any Tekmetric customer can call into Tekmetric support to request Multi-Shop as well.
With both of these methods, the Tekmetric team will complete your request and let you know when you're ready to start using Multi-Shop!
Onboarding Example
Let's walk through an onboarding example. In this example, I am the owner of two shops - Clayton Test Shop 1 and Clayton Test Shop 2.
I want these shops to be onboarded onto the new Tekmetric Multi-Shop product under the umbrella of my overall organization, called "Demo Organization".
I sign up for an onboarding date, and on that date the Tekmetric team creates my organization and onboards my two shops onto the new product.
The next time I sign in with my existing credentials, I am taken to Tekmetric Multi-Shop!
At this point, I can:
- Access Multi-Shop reports.
- Manage Multi-Shop access for my employees.
- Finish setup by importing my shop data (optional).
Data Setup
Process
You can manage the following types of data centrally within Tekmetric Multi-Shop:
- Discounts
- Job Categories
- Payment Types
- Lead Sources
- Canned Jobs
- Inspections
After initially gaining access to Tekmetric Multi-Shop, you can finish the setup process by importing data from one of your shops into the Multi-Shop dashboard. This is an optional step - if you want to start creating data from scratch within the Multi-Shop product, you can do so.
In the left sidebar, you'll see a button and some text informing you that you can import data. When you hit Begin, the Multi-Shop Data Setup modal will appear.
In the first step, you'll pick a shop that you'd like to import data from. Later in this process, the data (for the six categories above) from this shop will be populated into your multi-shop dashboard.
Important: Please double check the following in your selected shop:
- Canned jobs cannot contain old, non-existent job categories. All canned jobs must have categories that currently exist in your job categories list in the shop (canned jobs can also have "unassigned" as a job category).
- If you have duplicate job category codes, only one instance of that job category will be migrated to the MSO product. We suggest cleaning up your job categories list to get rid of duplicates.
After picking a shop and selecting Next, you'll be taken to Step 2 in the modal. This step informs you of what will occur once you hit Begin and the data import process begins.
After hitting Begin, the data import and sync process begins.
If we detect duplicate job categories or canned jobs with old job categories within your selected shop, we display the invalid data and allow you to clean up the data all within the flow.
Results of Data Setup
After this process is complete, several things will have happened:
All data from your selected shop (from step 1 of the modal) will be populated in the Multi-Shop dashboard and will appear as published for that shop. In the example below, all of the discounts listed were in Clayton Test Shop 1 and have now been populated into the Multi-Shop dashboard and appear as published for that shop. Within the shop itself, all data will appear as organization-managed data (see second screenshot below).
For all other shops in the organization, any shop data that matches data from the selected shop will be automatically converted to organization-managed data and will appear as "published" for that shop.
- Canned jobs are considered a match if title and category match exactly.
- All other data types need to have all fields matching to be considered a match.
In the example below, you can see that the AAA discount matched exactly between Clayton Test Shop 1 and Clayton Test Shop 2. As a result, it appears as published for Clayton Test Shop 2. No exact match for the other two discounts was found within Clayton Test Shop 2, so those discounts have not been synced and do not appear as published for the shop.
Only data that was exactly matching will appear as organization-managed data within the shops in your organization. For example, within Clayton Test Shop 2, only the AAA discount appears as organization-managed since it was the only matching discount. The other two discounts remain as shop-specific discounts.
