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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Although our goal is to help you determine the best ways you can enhance your auto repair shop profit margin, we’re still going to shoot straight with you: opening a shop isn’t easy.  You’re going to have to put in some hard work, but exceeding your goals will be well worth it. Along the way you’ll learn new things through trial and error and encounter some unexpected challenges, but who doesn’t when they step outside of their comfort zone, pursuing something they’re passionate about?

One question you may have is, "Is it even a good time to start an auto repair business?" That's a tricky question to answer. Coming off the heels of a pandemic in an economy that has seen better times might scare any new business owner. But remember, some of the most long-standing businesses were started during economic recessions.

Although there’s been better times to start an auto repair business, your shop can still be successful. And it’s clear that the demand for automotive repairs isn't going anywhere.  

Take a look at these statistics on the latest automotive repair trends:

  1. In 2022, there will be an estimated 76 million vehicles aged 16 years or older in the United States.
  2. It’s estimated that by 2022, 18% of American households will use an auto repair service at least once a year.
  3. The number of vehicles on the road that are 12 years or older is anticipated to increase by 15%.
  4. In the past decade, the average length of time that drivers own their automobiles has increased by 60%.

As you can see, the need for vehicle repairs will likely increase due to the fact that drivers are choosing to stick to their trusty ol’ vehicles rather than opting for a shinier new ride. But regardless of whether the auto repair industry’s profit trends are growing or plateauing, making smart business decisions will not only prepare your shop for future transformation but also help your shop survive disruptive trends in the future.

Let’s get to boosting your shop’s short and long-term profits.  

We’ve listed each of these tactics in the order you should take during each of your business growth phases: the seed stage, the start-up stage, the established stage, or the expansion stage. The order of these 10 tactics does not determine their importance; each tactic complements one another to put your shop in the fast lane to success.

Fast Facts

  • Industry size and past growth: The U.S. auto mechanics industry is worth more than $68 billion in 2022 and has seen steady growth the past five years.
  • Growth forecast: The U.S. auto mechanics industry is projected to experience continued growth in the coming years and expand by more than 10% by 2026.
  • Number of businesses: As of early 2022, 264,121 auto mechanic businesses operated in the US.
  • Number of people employed: As of early 2022, the United States auto repair industry employed about 561,359 workers.
10 Tactics to Run a Profitable Auto Repair Shop

May 22, 2023

Read time: 3 min

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You might have heard some myths about automotive repair software programs like “it’s too expensive to switch” and “training is tough.” But that's not necessarily true.

Don’t be deterred by shop management software misconceptions. We’re here to help break down these myths and rRevolutionize your shop with modern tools. See what your shop can accomplish once you have all the facts about auto repair software programs..

MISCONCEPTIONS ABOUT AUTOMOTIVE REPAIR SOFTWARE PROGRAMS

Now that you’re a shop owner, you’re probably looking for ways to level up your shop. Thanks to talking to fellow shop owners or browsing online, you may have become somewhat familiar with automotive repair software programs.

Finding the right automotive repair software program for your shop is one of the most effective ways you can increase your team’s productivity, boost your revenue, communicate better with customers, and more. However, there are some myths surrounding auto repair software programs that might be preventing you from taking your business to new heights.

To help you on your journey, we’ve compiled a list of some of the most common myths we’ve heard about auto repair software programs and then let you in on the real deal.

Almost 1,000 shop owners, service advisors, and technicians gathered in Houston for Tektonic 2026, Tekmetric's first industry conference. Over two days at the Marriott Marquis, attendees packed breakout rooms, traded hard-earned lessons, and heard from operators, coaches, and industry leaders who have built and scaled shops of their own.

The Question That Started It All

Tekmetric CEO and Founder Sunil Patel opened Tektonic 2026 with a question he has been asking since he was writing service tickets and mopping floors at his former Houston shop, Motorwerks of Houston: "Why does it have to be so hard? Why does it have to feel like we're fighting a war on 12 fronts?"

That question, he told the room, is the reason Tekmetric exists.

Standing in front of shop owners, service advisors, and technicians who understand that question on a cellular level, Patel walked through how much harder running a repair shop has become. Vehicles are packed with software, sensors, and calibration systems that require entirely new toolsets. Customer expectations have been shaped by on-demand everything. Technician shortages continue to press on shops across the country. And OEM data restrictions are making it harder for independent shops to do the work they were built to do.

But Patel didn't stop at the challenge. He laid out four pillars he believes the industry needs to move forward: stop celebrating burnout as a badge of honor, build genuine trust with customers and teams, invest in an ecosystem of great partners and vendors, and embrace technology that serves shops rather than extracts from them.

He closed with a simple ask for everyone in the room: be curious, be open, be generous with what you know, and be present. 

"I want you to take something away from here," he said. "Something that will get you to be 1% better than you were."

That set the tone for everything that followed.

Top Takeaways

Process Consistency Wins on the Hard Days

Busy days don't create problems. They expose them. The best shops build their standard operating process before the chaos starts.

  • Call the day before. A preappointment call to review service history and flag overdue maintenance turns intake from reactive to planned and primes customers to say yes before they walk in the door.
  • Speed is your biggest sales tool. Every hour between drop-off and delivering an estimate costs roughly 10% in approval rates. Get findings to customers fast.
  • Set the next promise, not the finish line. Never promise a completion time you can't guarantee. Promise the next specific update and deliver it on time, every time.
  • The in-store customer is the highest-priority repair order in the building. Every other car can wait. The person sitting in your lobby cannot.
  • Improve one thing at a time. Pick one process to fix, measure it, and build accountability before moving to the next. Trying to fix everything at once fixes nothing.

Speed Closes More Jobs Than Salesmanship

Closing rates drop sharply with every hour that passes between drop-off and the customer call. A customer who has been waiting since 8 a.m. has had time to read every one-star review and talk themselves out of approving the work.

  • Get inspection results to customers within 30 minutes of dispatch. That's the speed zone. Everything else in the shop is secondary until that call is made.
  • In-store customers get findings in 15 minutes or less. The customer is sitting right there. Use it.
  • Relative priority is your daily compass. At any moment, the most important thing is moving the car that's furthest behind in the process. Not the loudest customer. Not the most expensive ticket. The earliest step.
  • Two daily goals. Full stop. Every technician runs at least eight billable hours. The shop hits its gross profit target. Nail both and everything else follows.

You Don't Have a Technician Shortage. You Have a Culture Problem.

The technician pipeline isn't as broken as it seems. What's broken is how many shops make it hard to stay.

  • Rethink flat rate. Hybrid pay models that combine a solid base with performance incentives align your team's goals with the shop's goals and they're far more attractive to the next generation coming into the trade.
  • Answer two questions before you do anything else. Why would a technician work here? Why would a customer come back? If you hesitate on either, start there.
  • Recognition is the highest-ROI leadership move you have. Research cited at the conference found that team members become disengaged because they don't feel seen. Fix that before you invest in anything else.
  • AI won't replace hospitality. Technology can handle administrative weight, but the trust a service advisor builds with a customer at the counter is irreplaceable. Invest in that skill set.
P.J. Leslie, Tekmetric's head of mid-market and enterprise sales, moderates a panel during Tektonic 2026 in which multishop owners break down the real strategies behind expansion: buying shops, building shops, systemizing operations, integrating teams, protecting culture, and planning for eventual exit or partnership.

Growing to Multiple Locations Takes More Than Money

Every multishop operator on the stage agreed: you're never fully ready, and that's fine. What matters is being profitable, having the right people, and expecting the unexpected.

  • Profitable and cash-positive before you move. When you make a mistake at location two—and you will—you need a healthy location to cover it.
  • You're ready when your shop doesn't need you. Build your bench before you open the next door. The manager for location two should already be in your building today.
  • Start your exit plan on day one. Almost no one in the room at one of Tektonic’s breakout sessions had a clear exit strategy. Don't leave money on the table because you never thought through how the story ends—whether that means selling, transitioning, or building for long-term cash flow.

Leadership Is the Ceiling on Everything Else

Your shop will never outperform your leadership. What you tolerate becomes your standard. How you show up on Monday morning sets the emotional temperature for everyone around you.

  • Know your triggers before they know you. Name what sets you off. Once you can spot it, you can stop it before it damages a relationship.
  • Pause for three seconds. Before you respond to anything that's gotten under your skin, stop. Three seconds is the difference between a reaction and a response.
  • Hear less. Listen more. After someone finishes speaking, let the silence sit. People almost always have more to say and the second thing is usually the real thing.
  • Walk into hard conversations knowing how you want them to end. Start with the outcome in mind, not the grievance.
Tekmetric Chief Product Officer Jared Haleck breaks down Tekmetric's new products at Tektonic 2026. The new products include Tekmetric digital ads, Smart DVI, and Tekmetric phones.

Product Announcements at Tektonic 2026

The closing session belonged to the Tekmetric product team. Drawing on data from more than 15,000 shops on the platform, Tekmetric President and COO Lauren Langston and Chief Product Officer Jared Haleck built the roadmap around key areas where winning shops consistently outperform the rest: car count, average repair order (ARO), driver experience, and cycle time.

Here's a look at what’s coming:

Tekmetric Digital Ads: AI-powered advertising on Google Maps and Search, built for the moment a driver has a problem and is ready to act. It connects directly to Tekmetric so you can see the gross profit behind every dollar of ad spend, not just clicks.

Smart DVI: Technicians walk the vehicle, narrate what they see, and Smart DVI builds the customer-ready inspection report automatically—findings organized, images annotated, and jobs pre-suggested for the estimate. Less time typing. More time turning wrenches.

Tekmetric Phones: Customer details, open repair orders, and communication history surface the moment an inbound call rings. No more looking it up while someone's waiting. A future capability in development will transcribe calls in real time and auto-populate appointment notes.

See You in 2027

Tektonic 2026 was Tekmetric's first industry conference, and it delivered on the promise Sunil Patel made from the stage: a room full of shop owners, service advisors, and technicians who showed up to get better.

The through-line across every session was the same. The shops that win are the ones that build systems, invest in their people, and keep getting 1% better. Not all at once. One thing at a time.

Registration for Tektonic 2027 is already open. We hope to see you there.