RO Creation & Estimate Building Training

General

• Internal Tekmetric Notifications
• Global Search Engine

Customers

• Outstanding A/R Balance Warning Banner
• Customer Tags
• Merge Customers
• Delete Customer
• How to Use Text to Pay

Vehicles

• How to Transfer Repair Orders
• How to Access Job History
• Delete Vehicle
• Transfer Vehicle

Work-In-Progress

• How to Use Job Clock - Owner/Shop Admin
• How to Use Job Clock - Technicians

Estimates

• Refund Invoices
• Digital Vehicle Inspection History
• How to Select Filters & Blades in RO Sidebar
• Reassigning Parts and Labor
• Labor Guide
• Sublet Workflow

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Payments

• Digital Signature & Authorization Process
• Apply Discount to Repair Order from Payments Screen

Job Board

• Tech Board Navigation
• Viewing Inspection Status from the Job Board
• Job Board Sort
• Antivirus Blocking Tekmetric
• RO Labels and Workflow Statuses

Miscellaneous Tips & Tricks

• GODEX Printer Configuration
• DYMO Lube Sticker Printer Configuration
• End of Day Cash Drawer Reconciliation Process
• Zebra Lube Sticker Printer Set Up
• Enable Spell Check
• Print Reports

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