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- Getting Started
- Advanced Shop Setup
Tekmetric's Lead Source feature can be used in two different methods:
Customer Lead Source
RO Marketing Source
Customer Lead Source
This is entered when you are creating a customer for the first ...
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- Getting Started
- Basic Shop Setup
Sales tax and tire tax are calculated on the repair order. You can set your tax rates here to be applied to the repair order, but can modify on each repair order if necessary.
To Get Started:
Cl...
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- Getting Started
- Integrations Setup
Shops often run into situations where they don't have details on a customer, such as their phone, email, address, and/or marketing lead source. The lack of these details becomes a problem when ther...
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- Getting Started
- Inspections Setup
You have the ability to tie canned jobs to DVI tasks in order to help to increase your service writer's efficiency. This feature will help shorten the amount of time it takes for your service write...
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- Training & Education
- Data Migration, Onboarding & Training Information
- Data Pull Instructions
If you are going to have a data migration from a cloud based system, or send us an inventory / customer list, you will need to upload your file into our Data Migration Toolbox.
When uploading your ...
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- Getting Started
- Canned Jobs & Package Pricing Setup
In Tekmetric, you can bulk update and manage your canned jobs in order to keep them up-to-date with your labor rates and tax laws.
To bulk update or manage your canned jobs, click into Canned Jobs...
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- Training & Education
- Parts & Inventory Management
Tekmetric allows you to manage and track all your stock orders in both the Orders and Inventory sections of Tekmetric. This article will show ways to add parts to your inventory, track lifetime sta...
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- Training & Education
- Data Migration, Onboarding & Training Information
- Data Migration FAQs
Tekmetric offers data migration from AllData Manage Elite for $750. Your data extraction and migration will be scheduled for one business day prior to your launch date in order to ensure that you h...
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- Training & Education
- Repair Order Workflow
- RO Creation & Customers
In the Customers section, you can add, delete, edit, or merge customers. In this article, you will find information on how to merge two customers together.
Merge Customers
Click the Customers sect...
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- Training & Education
- Repair Order Workflow
- Estimate Building
You can now set the sub-total (pre-tax) of a job to whatever you would like. No matter how many parts or the cost, it will make the job equal the set sub-total. You can do this with a discount (wei...