Set up your shop

The first things an Administrator Manager does in a new TEKTUNE shop, in order.

Last updated · For Administrator Managers

When your shop is new, TEKTUNE shows a setup card in the corner that walks you through these steps. You can also do them any time from the gear menu > Shop Settings.

  1. Shop Info - your shop's name, address, logo and timezone. The address is used for the time clock and for "parked at the shop" on GPS trackers. See Shop Info.
  2. Integrations - connect Tekmetric and Bouncie if you use them.
  3. Modules and Permissions - turn off what you don't need, per role. See Modules and Permissions.
  4. Employees - add your team; each person gets an email invite. See Add an employee.
  5. Rental cars - add your loaners from the gear menu > Vehicles. See Add rental cars.
  6. Templates - your rental agreement, the New Customer Form questions and any extra inspection items.

When you finish the setup card, TEKTUNE fills the board with a few sample people, cars and tasks so you can see how it all works. They're removed by themselves when the tour ends.

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Need a hand with your shop? In TEKTUNE, open the gear menu and choose Request Support - see Getting help from TEKTUNE.