Tekmetric typical implementation process:
Needs Assessment & Demo: Tekmetric’s team consults with the shop to understand workflow, integration, and feature requirements, often providing a live product demo.
Account Creation & Setup: Shop account is created, and roles, permissions, shop locations, and branding are configured to match operational needs.
Data Migration: Existing data—such as customer lists, service history, inventory, and vehicle records—is imported from previous systems, assisted by Tekmetric’s migration specialists.
Integration Configuration: Connections to parts suppliers, labor guides, payment processors, and other third-party tools are set up within the platform.
Team Onboarding & Training: Staff receive personalized training for their roles (advisors, techs, managers), with access to digital guides, videos, and live support.
System Customization: Workflows for repair orders, estimates, DVIs, texting, and reporting are tailored to business preferences; the shop can select which modules and integrations to enable.
Pilot Run and Testing: The team runs real jobs through the system to verify that communication, workflow, estimates, and analytics meet expectations.
Tekmetric can be extensively customized to fit specific business needs. Here are key customization data points:
User Roles and Permissions: Define custom user roles (advisor, technician, owner, cashier) and grant or restrict access to modules, reports, and functions as needed.
Shop Branding: Upload your business logo, shop information, and messaging to personalize digital vehicle inspections, invoices, and customer communications.
Estimate and Repair Templates: Create standardized or custom templates for repair orders, estimates, and digital vehicle inspections according to shop procedures.
Parts and Inventory Modules: Customize parts vendors, pricing, inventory tracking rules, reorder points, and product categories to match your supply chain and stock strategy.
Workflow Automation: Set up automated reminders for declined jobs, job completion, follow-up appointments, and customer authorizations to streamline repeat processes.
Service Packages and Labor Rates: Define custom labor rates, discount structures, and package service bundles for specific job types or promotions.
Integrated Third-Party Tools: Select and configure from 70+ integrations—parts ordering, CARFAX, ALLDATA, Podium, Stripe, marketing platforms—to tailor your ecosystem.
Reporting and Analytics: Build custom reports, filter dashboards by location, advisor, or specific performance metrics, and schedule recurring analytics delivery.
Multi-Location Management: Consolidate operations across multiple sites, customizing settings, permissions, and reporting per shop or across your organization.
Customer Communication Preferences: Personalize communication templates (texts, emails), set rules for notification frequency, and choose preferred engagement channels.
Appointment and Calendar Settings: Adjust scheduling intervals, booking rules, technician assignments, and block-off times according to shop operating hours and capacity.
Tire Suite & Specialty Modules: For tire shops, tailor inventory, inspection workflows, and reporting specific to tire operations.
Document Attachments and History: Attach photos, documents, and notes to jobs and vehicles as needed for compliance or operational history.
Tekmetric follows a transparent pricing model with minimal additional costs beyond the subscription fee:
No Setup Fees: There are generally no additional setup fees for onboarding new customers. Data migration, account setup, and initial training are included for most plans.
No Long-Term Contracts: Tekmetric operates on a month-to-month or annual basis, so there are no penalties or hidden fees for commitment.
No Maintenance Charges: Ongoing software maintenance, updates, bug fixes, and security enhancements are included in the subscription—there are no recurring “maintenance” charges.
Unlimited Support Included: All plans feature unlimited U.S.-based customer support at no extra cost. This includes help via phone, email, or chat, as well as access to training resources, guides, and ongoing product updates.
No User or RO Limits: Subscription tiers include unlimited users and unlimited repair orders (ROs) at the published price, helping avoid surprise scaling charges.
Tekmetric provides training and support for new users to ensure a smooth onboarding experience:
Personalized Onboarding: Dedicated onboarding specialists assist shops with initial setup, including account configuration, data migration, and tailoring workflows to specific business needs.
Role-Based Training: Team members—advisors, technicians, managers—receive role-specific training with practical, hands-on guidance. Training is available through live sessions, recorded video tutorials, digital guides, and knowledge base articles.
Unlimited Support: All subscription tiers include unlimited U.S.-based customer support via phone, email, and chat. Help is available during setup and for ongoing operational needs.
Self-Serve Resources: Users can access a library of resources: FAQs, how-to articles, product updates, and downloadable guides to reinforce learning and enable self-paced onboarding.
Integration and Feature Assistance: Assistance is available for setting up integrations with third-party tools, customizing reports, and optimizing the use of advanced features like digital vehicle inspections and multi-shop management.
Tekmetric implements robust, industry-standard security measures to protect customer and business data:
Secure Cloud Infrastructure: All data is hosted on encrypted, secure cloud servers with continuous security monitoring and enterprise-grade firewalls.
Data Encryption: Sensitive data is encrypted both in transit (using TLS/SSL protocols) and at rest, ensuring data privacy and protection against unauthorized access.
Role-Based Access Control: Shop owners/managers assign user roles and permissions so only designated personnel can access or modify sensitive information.
User Authentication: Strong password policies, session controls, and user authentication methods secure each login and prevent unauthorized system access.
Regular Data Backups: Automated, scheduled data backups are performed to prevent data loss from technical issues or accidental deletion, supporting fast recovery if needed.
Audit Logs & Activity Tracking: Detailed logging of user activity helps with monitoring, auditing, and rapid detection of irregular or unauthorized actions.
Compliance & Regulatory Alignment: The platform adheres to standard privacy, data handling, and security regulations common in SaaS and financial technology.
Continuous Security Updates: Tekmetric constantly updates and patches systems to address new vulnerabilities and improve security posture.
Tekmetric releases updates on a regular and ongoing basis—typically multiple times per quarter. These updates include new features, usability enhancements, bug fixes, compliance improvements, and security patches. As a cloud-based platform, all updates are managed centrally by Tekmetric and are automatically rolled out to all users, requiring no manual intervention, installation, or downtime for the shop.
Tekmetric’s policy ensures clients retain full ownership and control of their business data:
Data Ownership: All customer, vehicle, invoice, service, and operational data entered into Tekmetric is fully owned by the shop or business—not the software provider.
Data Access: Users have unrestricted access to their data at any time during their active subscription. There are no intentional barriers to viewing, using, or exporting business records.
Data Portability: Tekmetric allows users to export customer lists, repair histories, invoices, and reports in standard digital formats, enabling migration to another system or for backup/auditing needs.
Account Closure and Data Retrieval: Upon cancellation or termination, Tekmetric provides clients with a reasonable window to export or request a full copy of their data before access is closed, ensuring a seamless transition.
Tekmetric offers flexible, user-focused terms for scaling up or down according to your business needs:
Unlimited Users and Repair Orders: All subscription tiers include unlimited users and unlimited repair orders, so adding staff or increasing shop volume does not trigger surprise charges.
Adjustable Subscription Plans: Shops can upgrade, downgrade, or switch between monthly and annual plans with ease—typically taking effect on the next billing cycle.
No Long-Term Contracts: There are no penalties for scaling up or down; no forced multi-year lock-in—businesses pay only for what they need, when they need it.
Multi-Location Support: Easily add or remove locations as your shop network grows or contracts, with consolidated or separated reporting as needed.
Feature Modules: Enable or disable features (such as the Tire Suite, CRM tools, or advanced analytics) according to operational priorities, without complex administrative hurdles.
Transparent Pricing: Monthly fees adjust in line with plan changes or usage expansions, and any add-ons or premium integrations are clearly listed up front.
Tekmetric’s contract renewal and cancellation terms are structured for clarity and client flexibility:
Automatic Renewal: Subscriptions (monthly or annual) renew automatically unless canceled in advance by the shop.
No Long-Term Commitment: Tekmetric operates on a no-contract basis—clients are not locked into multi-year agreements and may switch between plans as needs change.
Easy Cancellation: A shop can cancel its subscription at any time, with cancellation typically taking effect at the end of the current billing cycle. Access to the software and data continues until that period expires.
Refund Policy: Fees already paid for a billing cycle are usually non-refundable, but access remains available through the end of the cycle.
Plan Flexibility: Shops can upgrade, downgrade, or switch subscription tiers at any time, with changes applied during the next billing period.
Advance Notification of Changes: Tekmetric provides notification of any upcoming changes in pricing or terms, enabling clients to review or adjust their renewal before it occurs.
Data Access After Cancellation: Businesses are given a reasonable window to export or request their data following cancellation. Final deletion of stored information occurs after this period in line with privacy commitments.
Support Continuity: Standard support continues through the active paid period, and offboarding help is available for data export and closure questions.
Tekmetric is built to meet industry-standard data security, privacy, and financial compliance expectations commonly required for auto repair shops across North America:
Data Privacy & Confidentiality: Tekmetric follows robust privacy practices, ensuring all business and customer data is securely stored, encrypted, and never shared with unauthorized third parties.
PCI DSS Compliance: For payment processing, Tekmetric utilizes PCI DSS-compliant payment integrations, ensuring all card transactions are handled securely according to major credit card industry standards.
Data Security Standards: The platform employs industry-standard data encryption at rest and in transit, along with secure cloud infrastructure and role-based access controls for internal compliance.
Financial Recordkeeping: Tekmetric enables the accurate, audit-ready tracking and reporting of invoices, payments, job histories, and parts/labor expenses, supporting shops in meeting national and state tax, bookkeeping, and record retention requirements.
Continuous Security Updating: Regular software patches, vulnerability testing, and backup protocols help maintain compliance with evolving best practices in SaaS and fintech.
