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- Training & Education
- Data Migration, Onboarding & Training Information
- Data Migration FAQs
Tekmetric offers data migration from Shop Boss Pro for $750. Shop Boss Pro is a cloud-based system, and the user must generate a data backup from within its interface as follows:
Log In: Use your ...
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- Integrations
- Parts Management
PartsTech is a separate third-party commerce software that the Tekmetric app can integrate with to facilitate ordering parts through an array of suppliers in your area.
Create or Sign into your Par...
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- Getting Started
- Integrations Setup
- Tekmetric Payments Integration
Tekmetric Payments now offers buy now, pay later (BNPL) giving your customers convenient and flexible payment options at checkout using Affirm, Klarna, or Sunbit. Accessible from within the RO Invo...
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- Getting Started
- Integrations Setup
- The Back Office Integration
What is Accounting Link? Accounting Link is a product developed by The Back Office (TBO) that allows connectivity between a shop management system and QuickBooks.
Please Note: There are two Accoun...
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- Getting Started
- Appointments Setup
It will be easier for you to oversee bandwidth and workflow for your shop by using the calendar to manage customer appointments scheduled for the day. This will help you dictate when you can take i...
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- Training & Education
- Parts & Inventory Management
In order to have a successful inventory management system, you need to understand how your inventory is suited to the needs of your customers. You also need to understand the quantity of the parts ...
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- Getting Started
- Advanced Shop Setup
There are two payment processors that can be integrated with Tekmetric at the moment - either Tekmetric Payments or 360 Payments. If you do not use either, but would like to be set up with Tekmetri...
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- Training & Education
- Repair Order Workflow
- RO Creation & Customers
Many auto repair shops have customers who still owe them money from work that was previously done. And so, shops want to be able to quickly identify when a customer comes back into to the shop, and...
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- Training & Education
- Managing Employees & Workload
- Setup Logins for Employees
In the Employee section, you can add, edit, or delete an employee as well as edit their permissions to control visibility and accessibility within the software.
Permissions have default settings ba...
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- Training & Education
- Repair Order Workflow
- RO Creation & Customers
When working on fleet vehicles in your shop, it is important to track the PO# for the repair. The PO# serves as an official record authorizing the repair being done on the fleet vehicle, and helps ...