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- Getting Started
- Multi-Shop Setup
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...
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- Training & Education
- Managing Employees & Workload
- Setup Logins for Employees
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...
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- Training & Education
- Managing Employees & Workload
- Setup Logins for Employees
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 ...
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- Getting Started
- Basic Shop Setup
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 ...
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- Training & Education
- Managing Employees & Workload
- Setup Logins for Employees
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...
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- Training & Education
- Managing Employees & Workload
- How to Communicate in the Shop
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 ...
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- Training & Education
- Repair Order Workflow
- RO Creation & Customers
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...
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- Training & Education
- Repair Order Workflow
- RO Creation & Customers
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,...
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- Reporting
- Financial Reporting
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...
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- Getting Started
- Multi-Shop Setup
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...