Repair Order - Advanced Settings – Tekmetric

Tekmetric's RO Advanced Settings section provides additional configuration options for repair orders. You can:

• ​Control which data on the repair order is required to complete work and post the RO.
• ​Control which data is required to delete and save a repair order for later.
• ​Control when your technicians receive credit for the work they've done.

Navigating to Advanced Settings

1. 1.Click the Shop Settings section on the bottom left of the menu bar.
2. 2.Click the 2nd tab, RO Settings.
3. 3.In the RO Settings Table, set up your labor rates, shop fees, discounts, taxes, job categories, other payments, and advanced settings.
4. 4.Click Advanced Settings.

Control Which Data is Required to Complete Work and Post a Repair Order

1. 1.Odometer In & Out: If checked, the RO will not post unless mileage is entered in the odometer fields.
2. 2.RO Marketing Source: If checked, the RO will not post unless a marketing source is selected. Ensure RO Marketing Sources have been created.
3. 3.Tech on Labor: If checked, you cannot complete work on a repair order unless a technician is assigned to every labor line on the estimate.
4. 4.Job Category: If checked, you cannot complete work or post the RO unless a job category is assigned to each job on the estimate. Ensure Job Categories have been created.
5. 5.Purchase Orders for All Parts: If checked, you cannot complete work or post the RO unless every part has a purchase order associated with it.
6. 6.Billing for All Parts: If checked, ensures all parts ordered on a RO are accounted for (assigned to an approved job, moved to inventory, or moved into returns).
7. 7.Payment Card Type: If checked, the RO will not post unless the card type is entered when taking credit or debit card payments.
8. 8.DOT Codes for Tires: If checked, ensures all tires entered on repair orders have the DOT number entered for compliance.
9. 9.Digital Signature for Digital Authorization: If checked, customers are required to sign digital estimates they approve.

When any of these RO requirement settings are enabled, service writers will see warning icons throughout the estimate to quickly identify missing information and adjust accordingly.

Control Which Data is Required to Delete and Save a Repair Order for Later

• ​Ordered or received parts to be returned or moved to inventory: When this setting is on, employees cannot delete repair orders or save them for later if there are ordered or received parts on those repair orders. Users will see a warning modal when attempting a delete or move to saved for later.
  • ​Parts must be moved to returns or inventory before the repair order can be deleted or saved for later.

Set Up Tech Pay Settings

You can choose when technicians receive credit for their work:

1. 1.Job Completed: The technician receives credit per individual job completed. The whole RO does not have to be completed. This allows technicians to be paid for jobs within the pay period they complete them.
2. 2.RO Completed: The technician receives credit when the entire RO is completed; the RO does not have to be paid for and closed out. This motivates technicians to complete the entire RO sooner.
3. 3.RO Posted or Sent to A/R: The technician receives credit when the entire RO is posted or sent to A/R. If the RO is still on the job board, the technician will not receive credit. This ensures the shop has accounted for the RO revenue and the technician's expense in end-of-day numbers.

Note: The setting you select will affect your Technician Billed Hours report and how the data is generated!