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- Training & Education
- FAQs & Troubleshooting
- Workflow & Feature Questions
An inherent benefit of using Tekmetric Payments is our Text-to-Pay feature! This lets your customers pay from anywhere after you send them the invoice link. This article will give you insight into ...
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- Getting Started
- Basic Shop Setup
Tekmetric's RO Advanced Settings section gives you additional configuration options for repair orders. You can:
Control which data on the repair order is required in order to complete work and post...
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- Training & Education
- Data Migration, Onboarding & Training Information
- Data Migration FAQs
Tekmetric offers data migration from AllData Manage Online for $750. Because AllData Online is cloud-based, you will need to request the data backup yourself from All-Data.
AllData Manage Online P...
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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 delete a customer from your shop.
Delete Customer:
Click the Customer...
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- Training & Education
- Repair Order Workflow
- Estimate Building
In Tekmetric, you can rearrange your labor and part lines within a job in order to tell a better story to your customers.
All you have to do is drag and drop the part or labor line to the position...
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- Training & Education
- Data Migration, Onboarding & Training Information
- Data Migration FAQs
Your data extraction and migration will be scheduled for one business day prior to your launch date in order to ensure that you have the most up-to-date data transfer over.
Key Points:
Tekmetri...
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- Getting Started
- Advanced Shop Setup
Tekmetric offers an integration to make communication with customers seamless and your shop workflow simpler. Tekmessage is a feature that offers two-way texting between your shop and customers wit...
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- Training & Education
- Managing Employees & Workload
- Employee Reporting
How to Manage Employee Sheets
There are two locations where you can manage and edit Employee Timesheets. However, in order to manage the timesheets, you must have reporting permissions turned on.
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- Training & Education
- Repair Order Workflow
- Estimate Building
There are multiple ways to mark a parts order as received. Click the method below to see step-by-step instructions:
From the Order Section
Mark Whole Order Received
Mark Order Partially Received
F...
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- Getting Started
- Basic Shop Setup
Transparency settings give you control over what data does or doesn't show up on customer facing estimates and invoices.
Click the Shop Settings section on the bottom of the left menu bar.
Click...