Tekion One Implementation Guides
Practical guides from Tekion One Learning Track sessions to help your team put key processes into action.
Accounting Track
Eliminate Manual Payment Workflows with
Tekion Pay
June 16th 1:30 - 2:00 PM
Post Faster, Reduce Posting Errors: Aligning Operations & Accounting
June 16th 2:05 – 2:35 PM
Meet Accounts Payable AI: Native Invoice Automation
June 16th 11:15 – 11:45 AM
Balance Across Rooftops: Inter-franchise Reconciliation
June 16th 2:40 – 3:10 PM
Run Centralized Accounting to Streamline Process & Control
June 16th 3:15 – 3:45 PM
CRM/ Retail Track
Gain Real-time Visibility into Pipeline, Performance & Opportunities
June 16th 1:30 – 2:00 PM
Customer Lifecycle: From Lead to Loyalty
June 16th 2:40 – 3:10 PM
No Duplicate Entry: From Lead to Deal with Mobile, CRM, and Sales Concierge
June 16th 11:15 - 12:15 PM
Start the Deal Before the Customer Arrives Using Sales Concierge
June 16th 2:20 – 3:20 PM
Cut Aging, Increase Turns: Acquisition & Inventory Strategy that Works Together
June 16th 11:15 – 11:45 AM
First Pencil to Funded: Mastering the ARC Deal Workflow
June 16th 11:50 AM –12:20 PM
Service Track
Win Back Quick Lane Customers with Express Mode
June 16th 11:15 - 11:45 AM
Turn Your Customer Portal Into a Revenue-Generating Touchpoint
June 16th 11:50 – 12:20 PM
More Billable Hours, Less Paperwork: Mobile Workflows that deliver
June 16th 1:15 – 2:15 PM
Turn Inspections into Higher Approval Rates and Revenue
June 16th 1:30 – 2:00 PM
Turn Every Inspection into Approved Revenue with AI Service Recommendations
June 16th 2:05 – 2:35 PM
Executive/ Analytics Track
Run Every Rooftop from One Enterprise Workspace
June 16th 11:15 – 11:45 AM
Protect Your Customers: Privacy & Data Compliance
June 16th 11:50 AM – 12:20 PM
Reduce Access Risk and Streamline Audit Preparation
June 16th 2:40 – 3:10 PM
Stop Navigating ARC — Surface Answers and Act with T1
June 16th
From Data Rich to Data Driven: Using the Enterprise Dashboard
June 16th 3:15 – 3:45 PM
Parts Track
Cut Obsolescence, Right-Size Inventory, Own the Process
June 16th 2:05 – 2:35 PM
Increase Service Gross Profit with Smarter Parts Pricing
June 16th 3:15 – 3:45 PM
Turn Special Orders from Liability into Cash Flow
June 16th 1:30 – 2:00 PM
Go Mobile: Speed Up Receiving, Returns, and Physical Inventory
June 16th 3:25 - 4:25 PM