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- 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...
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- 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...
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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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- 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...
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- 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...
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- Reporting
- Financial Reporting
For any business to understand where they are and where they are going, it is important to measure it. It is said that if you cannot measure something, you can't manage it. Many people start a busi...
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- Training & Education
- Data Migration, Onboarding & Training Information
- Data Migration FAQs
Tekmetric offers data migration from your Legacy Shop Management System for $750.
Because you are currently using a system that we don't support in-house, your data extraction and conversion will ...
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- Training & Education
- Repair Order Workflow
- Estimate Building
Canned Jobs save you time when building an estimate for your customer. Instead of recreating a job you perform often, you can create as many canned-jobs as you'd like.Create a Canned Job within ROG...
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- Training & Education
- Repair Order Workflow
- Estimate Building
A sublet service is a job you do not perform within your shop; but you are outsourcing the completion of the service to another sub-contractor. In Tekmetric you can create a sublet job for your cus...
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- Training & Education
- Repair Order Workflow
- Estimate Building
If you created a repair order for your customer, but you are not working on the RO until a later time, then you can save your RO for later! This will allow you to build future ROs and quotes withou...