cbetts created an article, May 26, 2026 17:38
High Level Video OverviewDetailed Written OverviewThe Shop Data Management settings page gives Multi-Shop Organization (MSO) owners and admins centralized control over how individual shops manage s...
cbetts created an article, May 11, 2026 18:24
OverviewWe've updated the estimate permissions in Tekmetric to give shop owners and admins more precise control over what employees can see and do within the Estimate tab of an RO. Previously, esti...
cbetts created an article, February 10, 2026 22:14
Intro Managing employee access doesn't have to be a manual, one-by-one chore. Tekmetric's Permission Groups feature allows you to create custom permission profiles and assign them to your team in ...
cbetts created an article, October 29, 2025 22:28
OverviewEach account now can set up 2-Step (or multi-factor) verification methods to secure their account. This works by allowing the user to register a phone number or an email and then prompting ...
cbetts created an article, October 27, 2025 18:15
Each employee profile contains a History section. Within this section, there are two tabs that allow users to see employee login and permissions history. Login Account LoginTekmetric records login...
cbetts created an article, September 23, 2025 21:46
OverviewTekmetric users can choose to receive notifications natively within Tekmetric (web only) for certain key actions that take place in a typical shop workflow. Notifications are available for ...
cbetts created an article, May 12, 2025 20:25
Overview Want to update more than one customer at a time? Tekmetric allows users to update certain customer settings in bulk. The following settings are available for bulk editing at this time: "E...
cbetts created an article, April 07, 2025 21:26
Overview Want more control over Accounts Receivable in your shop? Tekmetric users with the correct permissions can change certain Accounts Receivable settings for their shop's customers. Currently,...
cbetts created an article, December 02, 2024 19:44
OverviewThe Cash Drawer feature within Tekmetric can be used to reconcile your cash and checks on hand at the end of the day in order to close out the day properly. This feature allows you to:Enter...
cbetts created an article, September 04, 2024 15:39
What kind of employee management capabilities exist in Tekmetric Multi-Shop?Within Multi-Shop, you can: View all employees in your organization, see what shops they are in, and see their roles in e...