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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...
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- Training & Education
- Managing Employees & Workload
- Setup Logins for Employees
You can now track the time you're in the car shop in Tekmetric. The time clock will record the time you come into the shop, when you take a break, and when you clock out.
This article goes over ho...
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- Getting Started
- Basic Shop Setup
Now that you’ve added your labor rate(s), you want to protect your business in a court of law by adding your disclaimers. These disclaimers will appear on both the customers’ estimates and invoices...
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- Getting Started
- Tekmetric Payments
Tekmetric Payments 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 Invoice,...
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- Training & Education
- Parts & Inventory Management
In the case that a shop sends a part to the returns section of Tekmetric and finds that they actually need that part for a repair order, they have the ability to un-return a part by completing th...
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- Training & Education
- Managing Employees & Workload
- Setup Logins for Employees
As an employee, you can edit your own information such as email, phone, and password.
Click on your initials at the top right corner of the screen.
Click Account Settings.
Edit Phone Number or ...