Dear CFO by Phoenix Strategy Group

Auto repair integration

Dear CFO for Tekmetric

Repair orders, jobs, vehicles, appointments and technicians from Tekmetric, beside your P&L, for one shop or every shop in the group.

Dear CFO only reads from Tekmetric.

Tekmetric logoTekmetric
Dear CFO
Statements
Metrics
Answers

What you can do

What Tekmetric data does inside Dear CFO

Car count and average repair order

Repair orders and jobs by shop and by week, so car count and average ticket are figures you watch, not ones you calculate at month end.

Technician productivity

Jobs joined to employees show what each technician produces, beside what the shop pays in labour.

Every shop, one view

Multi-shop groups see each shop side by side, with every row tagged to the shop it came from.

What syncs

What Dear CFO reads from Tekmetric

Tekmetric datasets
  • Shops
  • Employees
  • Customers
  • Vehicles
  • Appointments
  • Repair orders
  • Jobs

In full, Dear CFO copies shops, repair orders, jobs, appointments, vehicles, employees and customers, including customer names, email addresses, phone numbers and addresses. How it is stored and protected is in our privacy policy.

How to connect

Set up in a few minutes

  1. 1
    In Tekmetric, enable the Dear CFO integration for your shop.
  2. 2
    In Dear CFO, open Integrations, choose Tekmetric, and enter your Shop ID from Shop Settings.
  3. 3
    The first sync loads your shop. After that it keeps itself current.
Connection
Your Tekmetric Shop ID, with the integration enabled in Tekmetric
Access
Dear CFO only reads.
Sync
Daily by default. You can sync more often, up to hourly, from the integration page.
Accounts
One shop or a multi-shop group, each row tagged by shop
Where it shows up
Every table becomes a dataset you can use in reports, metrics, dashboards and the AI analyst, next to your accounting.

Questions

Tekmetric and Dear CFO

Where do I find my Shop ID?

In Tekmetric under Shop Settings.

We run several shops. Can we see them together?

Yes. Every record is tagged with its shop, so you can compare shops side by side or add them up.

What numbers can I track?

Anything built from repair orders, jobs, vehicles, appointments and employees: car count, average repair order, technician output, and more, next to your accounting.

Connect Tekmetric and see it against your own numbers.

Create a login and connect in minutes, or book a call and we will walk through it with your business in mind.