-
- Getting Started
- Basic Shop Setup
In order to better understand your business, we recommend you to set up your job categories, and to require job categories on every job before closing out a repair order. This will allow you to ana...
-
- Getting Started
- Basic Shop Setup
In Tekmetric you can manage and setup custom payment methods to apply when taking payments within a repair order. The options created here will be available in a drop-down menu when you select Othe...
-
- Reporting
- Financial Reporting
Keeping track of employee performance allows you and your employees to grow the business together. Using these reports opens up the doors to communication, growth, leadership, and with the difficul...
-
- Training & Education
- Managing Employees & Workload
- Setup Logins for Employees
All information on this topic has been moved to this article.
-
- Training & Education
- Repair Order Workflow
- Estimate Building
Often times, you might have more than one technician assigned to a job. Could be because:
Level A Tech can help a Level C Tech if the job is too complex.
Tech X left early because he was sick, and...
-
- Reporting
- Financial Reporting
Keeping track of employee performance allows you and your employees to grow the business together. Using these reports opens up the doors to communication, growth, leadership, and with the difficul...
-
- Getting Started
- Tekmetric Payments
Below are instructions to connect your newly received terminal through Tekmetric Payments. If are not yet a Tekmetric Payments customer, but would like to set up a demo, click here.
Terminal Setu...
-
- 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 ...
-
- Training & Education
- Repair Order Workflow
- Estimate Building
When creating and building the estimate today, there are several areas where you can review the gross profit of your estimate prior to sending it out to your customers. This will ensure you're esti...
-
- Training & Education
- Data Migration, Onboarding & Training Information
- Data Migration FAQs
Tekmetric offers data migration from Protractor for $750. Because Protractor is cloud-based, you will need to request the data backup yourself from Protractor.
Protractor Phone Number: 1-866-939-8...