How Auto Service Writers Can Improve Workflow

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February 15, 2023

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Read time: 3 min

It’s a well-known fact in the auto-repair world that summer is the busiest time of the year. As the weather heats up and families start going on road-trips, more and more drivers bring their vehicles into the shop for maintenance.

Service advisors are an integral part of running your shop.

Not only do they have to greet every customer and learn what they need, but they also need to connect a lot of moving parts, whether that means sending repair orders to guests, making sure they’re getting approved, coordinating with technicians, or literally tracking down parts for repairs. that service advisors keep a cool head.

Making sure every job makes it through the repair process without fault while providing guests with kind and diligent service can be tough, but there are tools and habits that can make the job a breeze.

Here are a few actionable tactics you can start using immediately at your shop so service advisors can stay brisk in spite of the heat.

Get to Know Your Guests & Their Vehicles

When it comes to guests, the mileage may vary. Some guests are easier to work with than others. Some will throw you the keys and approve whatever work needs to be done. Others will only approve a small amount of work and call every few minutes to check on the job.

Service advisors may not be able to directly change how guests behave, but we are able to know what to expect. Customer notes are a great way for service advisors to know the attitudes, behaviors, and preferences of each individual guest. Taking detailed notes and checking them before or during a customer interaction can make it easier to work with even with the most difficult clients.

Leverage Your Shop's Information

In addition to customer notes, some shop management solutions offer customer metrics and other tools that help service advisors know even more about their customers.

1. Use Lifetime Stats: Percent Close Ratio

Shop management systems like Tekmetric can actually show you the lifetime stats of a customer, including how much they’ve spent at your garage and the percent of repairs they close on. Knowing the guest’s percent close ratio can help you know how much time you should spend attempting to sell a customer on jobs, especially when the shop gets busy.

2. Shared Customer History

CARFAX vehicle reports can also tell you a lot about the customer. For instance, if it says that the customer brings their vehicle in every 5,000 miles, they probably care about keeping their vehicle maintained and are more likely to approve work.

Master Your Workflow

When it comes to service advising, you have to be able to flow quickly between talking to guests, assembling repair orders, authorizing repair orders, working with technicians, ordering parts, answering the phone, and receiving payments.

It’s a lot to keep track of! Leveraging a digital job-board, or shop dashboard is probably the best way for service advisors to keep track of all the responsibilities they have to juggle.

A good shop dashboard will show you the status of every vehicle in the repair order process and send alerts to technicians, parts suppliers, and even the guest when it’s their turn to take action.

  • Repair order sent? The guest should get an alert to approve.
  • Did the part arrive? The technician should be alerted so they can get to work.

If your guest is in a hurry, you may want to make a note on their job in the shop dashboard and set the right expectation.

By glancing at the dashboard and seeing that you have a number of cars being worked on, are waiting on several parts, and have more cars in the queue, you should be able to let the guest know that they’re going to have to wait at least a couple of hours.

But if things are less busy, you can leave a note so that the technicians can be mindful that the guest needs to be somewhere, especially if their notes indicate that they’re a loyal, well-paying customer.

The Secret Lies in Good Shop Management Procedures

Shop management systems are a fundamental tool for service advisors, and a good one will allow you to easily take customer notes, track the repair process, and be an excellent service advisor.

Especially this summer when there’s a pandemic, a shop management system with text and email repair order approval and text-to-pay options will make offering curbside service simple and easy.

Make sure that you have the tools to get the job done, and have trained your service advisors before the heat kicks in.

👉 Ready to grow your automotive business? [Book a personalized Tekmetric Demo Here]

FAQ

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While it might not seem too obvious at first, there’s a unique opportunity for independent repair shops to enter the digital age. With the right tools for the job, auto repair shops can meet customer expectations at every step of the way, from texting inspection findings right to customers down to cardless payment options.

With the right features, independent auto repair shops can work faster, smarter, and more efficiently, while delivering the amazing customer service we’ve all come to expect.

A Note from Sunil: Why We Built Tektonic 2026

Over the years, I’ve had thousands of conversations with shop owners, advisors, and technicians across the country. No matter the size of the shop or how long you’ve been using Tekmetric, I keep hearing the same two things:

You want a place to learn from each other.
And you want deeper, hands-on Tekmetric training.

That’s exactly why we built Tektonic 2026.

If you’ve already found this page, you probably know the basics: three days in Houston, April 9-11, built for owners, advisors, and technicians from every kind of shop and every kind of system. Tektonic is about one thing — helping you get better results, faster, with practical education, shop-tested playbooks, and product training you can actually use.

Here’s a sneak peek at what we have in store, at what that really means for you and your team.

For Owners: Stop Profit from Slipping Through the Cracks

You already work hard. The question is whether every hour and every RO is actually paying you back.

Breakout: Unlock Hidden Profits Without Blowing Up What Already Works — Alex Saladna, CEO, WickedFile

Even well-run shops leak profit in the back office: unclaimed credits, fees that never get billed, vendor mistakes that never get caught. This session is about tightening all of that up without burning everything down and starting over.

You’ll walk away with:

  • Simple audits you can run regularly to spot hidden losses
  • A clear view of where profit usually disappears — and how to plug those holes
  • Ways to automate repetitive tasks so more dollars stay in the business

If you’ve ever felt like your top line looks good but the bottom line doesn’t match the grind, this one’s worth circling.

Breakout: ADAS & Required Calibrations: Protect Your Shop and Your Customers — Joel Adcock, Director of Strategic Partnerships, Revv

Late-model vehicles roll in, ADAS is everywhere, and the liability is real. Missed calibrations aren’t just a line item you forgot to bill — they’re a safety issue and a trust issue.

You’ll walk away with:

  • Clarity on when calibrations are required and how to identify them
  • How to bake calibrations into your SOPs and ROs so they don’t get missed
  • Practical ways to educate your team and your customers on why this matters

The goal: fix vehicles right the first time, protect your reputation, and make sure you’re charging appropriately for the work you’re already responsible for.

Breakout: Scale on Purpose, Not by Accident — Jesse Jackson & Brian Walden, Mango Automotive

If you’ve ever wondered how some shops jump to eight figures while you’re fighting for steady month-over-month growth, Jesse and Brian are going to walk you through the playbook they actually used.

For managers: Master the Maelstrom — Aaron Blair, Director of Operations, Alloy Automotive Partners

In the fast lane of auto service, chaos is inevitable—but profit isn’t. Aaron Blair, systems architect behind Blair and Alloy Automotive, shows how to turn daily disorder into precision workflow with tactical frameworks to control every moving part, from dispatching ROs to winning buy-in from techs and advisors.

You’ll learn how to:

  • Use systems to get ahead: Build smarter workflows with dispatch boards, SOPs, and tech scoreboards to spot bottlenecks early.
  • Maximize your day: Treat your calendar as a tool with time blocks for RO triage, tech coaching, and margin reviews.
  • Create team consistency: Rely on huddles, checklists, and incentives so every team member stays aligned and executes to standard.

Also in the owner-focused track at Tektonic:

  • Reporting Deep Dive: Making Sense of Tekmetric’s Dashboards
  • From Invoice to Insights: Using Tekmetric to Master Shop Financials
  • Love the Shop Again: Mindset Shifts to Lead, Inspire, and Grow
  • Build It and They Will Come: How to Open a Shop That Stands Out, Attracts Talent, and Builds Loyalty Fast
  • Powering Growth with Tekmetric Payments: From Faster Cash Flow to Customer Financing
  • Running MSOs: Tools and Best Practices

For Service Advisors: Turn Conversations into Trust and Revenue

Advisors are the heartbeat of the shop. When they’re trained, supported, and set up well in the system, everything feels smoother…for you and your customers.

Breakout: Is Your Advisor Making You 100K or Losing You 100K? — Greg Bunch, Chief Officer, Transformers Institute

Owners and advisors will both get a lot out of this one. Greg walks through how a single advisor can swing six figures either way — and what to do about it. 

You’ll walk away with:

  • A ready-to-use hiring funnel with a job ad, screening script, and one-hour audition plan
  • A 90-day onboarding and training plan with daily drills and talk tracks
  • A simple scorecard to track call conversion, ARO, and appointment close ratio

If you’ve ever hired an advisor on “gut feel” and hoped for the best, this session will give you a better way.

Breakout: High Impact Sales: The Words That Build Long-Term Customers — Sabrina Wilkerson, Business Performance Analyst, Elite Worldwide

Advisors, this one is built for you. Customers don’t just buy the work — they buy the way you explain it. Sabrina breaks down what to say, how to say it, and how to stay ethical and honest while still driving approvals.

You’ll walk away with:

  • Practical ways to generate higher profits through better conversations at the counter
  • Tools to build long-term trust so people come back and send their friends
  • Confidence to show up as the credible expert instead of “just another shop”

These are skills you can practice in the room and use on your very next phone call.

Breakout Bundle: Tekmetric Tools That Make Every Day at the Counter Less Chaotic

On top of the coaching and hiring sessions, we’re going deep on the actual tools advisors live in all day. The focus is simple: fewer dropped balls, clearer priorities, better follow-up, and a system that supports your advisors instead of slowing them down.

You’ll walk away with:

  • Cleaner workflows from first call to follow-up
  • Better visibility into which jobs to prioritize and when
  • Fewer “I thought you had it” moments between the front counter and the bay

Advisor-focused Tekmetric sessions include:

  • Tekmetric Service Workflow Deep Dive
  • Advisor Dashboard Training: Prioritizing the Right Jobs, Every Time
  • Advisor Toolkit Jam: Quotes, Smart Jobs, Templates & Follow-Up
  • Shaping the Future of Service Advisor Tools in Tekmetric

For Technicians: Build Skills, Confidence, and a Real Path Forward

Great techs want two things: the right tools and a future.

Breakout: How to Run Monster Hours — Ryan Blair, CEO and Co-Founder, Alloy Automotive Partners

As a dealer technician turned one man band shop owner, Ryan Blair averaged 500 hours a month in production. In this session, you will get a breakdown of the mindset, systems, tips, and tricks to increase your production no matter what kind of shop you are working in.

Takeaways:

  • How to play the game: maximizing the relationship with the front of house
  • The surprising math behind the things you didn't realize are holding your production back
  • Master the mindsets and beliefs to become the number one producer in your shop

Owners: this is a great session to send your high-potential techs to if you want them thinking bigger.

Breakout: Profit in the Bay: How Techs Win with DVIs and Efficiency Tracking

Being a great technician isn’t just about fixing cars. It’s about seeing the payoff from the work you do. In this Tekmetric training session, we’ll connect the dots between the work in the bay and the numbers on the screen.

You’ll walk away with:

  • How solid DVIs drive higher approval rates
  • How photos, notes, and videos make it easy for customers to say “yes”
  • How efficiency tracking shows your impact — on the shop and on your paycheck

The goal is to give techs a clear line of sight from “I turned this wrench” to “I made this much difference.”

Breakout: ON-TRACK with DIN Diagrams + VCDS 101 — Travis Ruiz, Technical Support Consultant, German Car Support

If VW/Audi work feels like it takes twice as long as it should, these sessions are for you.

You’ll walk away with:

  • Practice finding the correct wiring diagrams and navigating service info
  • A walkthrough of the VCDS interface: scans, fault codes, live data, and basic functions
  • Real-world tips for using VCDS to diagnose and fix problems faster

For techs who want to sharpen their skills on European cars, this is time well spent.

For techs who want even more time in the tools:

  • Tekmetric Mobile App Deep Dive: Workflow at Your Fingertips
  • DVI + Mobile App End-to-End Training: Photos, Video, Notes & Approvals
  • Unlocking Smarter Repairs in Tekmetric

Big-Room Moments That Shift How You Lead

On top of 50+ breakout sessions, Tektonic’s general sessions are built to stretch how you think about your business and your role in it:

  • Keynote: From Mainstreet to Millionaire — Codie Sanchez, Contrarian Thinking
    Why “boring” businesses like auto repair can be the foundation of serious wealth if you build them right — and what that means for how you think about profit, risk, and opportunity in your own shop.
  • Keynote: Entrepreneurship Simplified — Mike Michalowicz, Profit First
    Practical, straight-talking frameworks for building a healthier business: profit baked in from the start, cleaner cash flow, and systems that don’t fall apart every time you step away from the shop.
  • Keynote: Effort Matters, Character Counts — General Robert Neller, USMC (Ret.)
    What effort and character look like on high-trust teams — and how those same principles apply when you’re leading a crew through nonstop cars, parts delays, and the pressure to deliver every day.
  • Coaching Power Hour Panel: The Great Shop Coaching Showdown
    Leaders from top coaching groups tackling real shop challenges, side by side, so you can hear different approaches in one fast-paced session.
  • Shop Owner Panel: What It Really Takes to Win
    From hiring and training to navigating daily chaos, this panel pulls back the curtain on what different types of high-performing shops are doing to scale, stay profitable, and keep both teams and customers thriving. You’ll hear real talk and real strategies from leaders who are living it every day, not just talking theory from a stage.

Three days in those rooms can change how you lead for the rest of the year.

Bring Your Whole Shop to Houston

Tektonic is built for your whole team:

  • Owners getting clear on growth, profit, and where the business is really headed
  • Advisors sharpening the conversations that build trust and drive revenue
  • Technicians building skills, confidence, and a real path forward in their careers

It’s every shop, every role, under one roof, with zero gatekeeping. Wherever your shop is today — overwhelmed, growing, rebuilding, thriving — Tektonic delivers clarity, community, and practical tools to get to your next result.

Learn more about Tektonic 2026 and register your team HERE.

Inside Tektonic 2026: Breakout and General Session Sneak Peek

December 3, 2025

Read time: 3 min

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As a shop owner, you have the ability to tune into your shop’s performance metrics, employees’ bandwidth, and overall profit margins with a few clicks.

Lucas Underwood and David Roman, hosts of the ASOG podcast, recently sat down with Tekmetric CEO Sunil Patel at the Vision Hi-Tech Training and Expo in Kansas City, Kansas.

Sunil shared some key insights into facing challenges, embracing change, streamlining processes, prioritizing customers, and the power of “always starting with why.”

Note: the following answers have been condensed for clarity.

On Facing Challenges and Handling Stress

ASOG: We spoke with PJ Leslie (Tekmetric’s Business Development Director) recently, and he was talking to us about your ability to take anything that comes your way and overcome it.

PJ shared with us that no matter the circumstance, you’re always able to say, “We’re going to get through this, and we’re going to make something from it.”

You created an amazing thing despite the adversity that you’ve faced. How were you able to do that?

Patel: My wife and I went through some hard times with our daughter, Brianna, about a year ago.

And what I told my wife during that time was, “You know what? I’m ready to face this challenge.

We’re going to find the best doctor we can find and the best solution for her. And Brianna will live life one day at a time.

We’re not going to think about the future, we’re going to live life today.”

Since that day it’s been almost ten months and everything has been great. She’s doing beautifully.

A key component to handling stress is delegation.

You’ve got to let go of some of your responsibilities no matter how unnerving it is. Remind yourself that you can continue to keep your momentum on your shop, business, and goals by delegating.

That’s why you have a team—so you can tackle and conquer each task that comes your way.

On Embracing Change and Switching Gears

ASOG: You’ve gone from being a physician to a police officer to an auto repair shop owner, and now you’re the co-founder and CEO of Tekmetric. What made you want to go from physician to shop owner?

Was there a rock bottom for you? Was there a point where you decided, “I don’t want to be a physician any longer?”

Patel: I was fortunate that I never hit rock bottom. I’ve always tried to live in the moment. And I’m always intrigued by learning new things. With that being said, it took me going from industry to industry to learn the skills that helped form Tekmetric.

Let’s say you set a goal for yourself to go to the gym more often.

Now, if you don’t want to go to the gym, then you will keep training your mind to make sure that gym is just not your thing. It’s not until you have a breakthrough that you are able to change your mindset.

You have to train your reticular activating system (RAS), a network of nerve pathways located in the brain stem that mediates overall behavior, so that going to the gym becomes a positive activity.

Along with reminding yourself that you want to go to the gym, write down when you want to make the change and why.

Let’s say this is your goal, 'In March 2023, I will feel great, I will look great, my clothes will fit me better, and I can hear my family and friends saying ‘You’ve done a fantastic job.'

You have to recognize and reframe each limiting belief that is preventing you from achieving your end goal. An example of a limiting belief would be something along the lines of, "Ah, I’ve had a long day, I can just go to the gym tomorrow.' You have to reframe it to, 'I’ve had a long day, time to finish strong with a trip to the gym.'

You have to be very intentional. You truly have to want to reach the finish line.

This concept goes for shop owners, too. If you’re wanting to expand your shop, you’ll need to change the way you’re running your business. You can do that with shop management software.

Transforming the Shop Owner Experience with the Right Tools

March 24, 2022

Read time: 3 min

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