The Ultimate Guide to Modernizing Your Shop With Repair Shop Software

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May 22, 2023

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Read time: 3 min

It might sound simple, but it's true: smartphones and digital experiences have revolutionized the way people interact with businesses. We've all come to expect near-instant responses, simplified checkout processes, and visibility into what we're paying for.  

And independent auto repair shops aren't any different. There's a unique opportunity where your business can meet customer's expectations with modern service and modern operations.

How Can You Make Your Auto Repair Shop More Modern? 

We keep saying that word "modern," but what does that really mean for auto repair shops? When we step back and think about the modern independent repair shop, we could sum it up with three core concepts:

  1. The freedom to run your business in a more contemporary way with data, industry knowledge, flexibility and independence to work as in whatever way is best for you and your shop.
  2. The power to simplify your shop's operations can gain complete visibility, control and opportunity to determine the best path forward for every decision.
  3. The best experience for your customers, every time, for every job, whether that's a coolant flush and pad replacement, or a turbo rebuild.

With the right tools in place, your team members won’t have to stress about extra oversight and can feel empowered to take the reins at work. And your customers can have a more active say in the repair process.

One of the best tools for modernizing your business is a modern, cloud-based shop management system.

What Makes Modern Shop Management Software?

The features and capabilities found in modern repair shop software will fall into two main buckets:

  • Features that enable you and your team to work more efficiently 
  • Features that enable you and your team to interact more smoothly with customers 

Ultimately, the modern features we’re about to dive into will free up your time as a shop owner. Instead of stressing over small day-to-day details, you’ll be able to focus more on the high-level aspects of advancing your business. 

1. Cloud-Based Shop Management Software

Cloud-based shop management systems make everything so much better. We really mean that.

Unlike traditional software that needs to be installed directly on your shop computer, which then needs to be maintained by that specific service provider in your shop's physical location, cloud-based software can be used on any device, from any location that has an internet connection.

With cloud software, everything is hosted on the provider's servers, but completely owned by and accessible to your shop.

Technicians can type inspection notes from their smartphones without having to leave their bays, service advisors can check on repair details, and owners can work remotely from anywhere with internet access.

And because all of your data is on the cloud, you’ll have more peace of mind that your shop won’t suffer from data loss if the hardware breaks down, and the platforms are always improving.

2. Real-Time Control with a Streamlined Shop Workflow

Just as a dashboard in a car allows drivers to see what’s going on with their vehicle, auto repair shop software acts as your shop's dashboard with a streamlined workflow. Shop owners gain total control of their business in real-time, while allowing service writers, technicians, and shop owners to see what’s coming in, what vehicle is in the garage, and what’s ready for pickup.

Because shop owners have a granular look at the status of each job at any given moment,  they can gain a strategic view of everything happening in their shops.

Tekmetric also lets shop owners see the dashboard by day, week, month, and year-to-date, opening up a whole new level of forecasting with a complete view of how their business is performing over time.

3. Digital Vehicle Inspections For Enhanced Visibility

Digital vehicle inspections are an absolute game-changer for creating a modern customer experience at your shop.

Instead of handing guests a paper inspection, you can send a digital one straight to their device, where they’ll be able to read all the necessary details about the proposed repair work.

Tekmetric’s digital vehicle inspection feature helps you navigate that issue by bringing another layer of transparency to every interaction. Technicians can attach photos and videos to each DVI, so guests can see for themselves exactly what’s wrong with their cars. As a result, they’ll have peace of mind and trust your recommendations.

4. Simplified Parts and Inventory Management

Modern shop management software gives you an holistic view of everything happening in your shop for the ultimate level of management.

And successful parts management means you need to understand how your inventory is suited to the needs of your customer, the quality of the parts that are kept in the shop, and how to minimize inventory that is not being sold. 

Modern shop management software makes parts and inventory management easy by combining every single aspect of running your shop, managing your inventory, and even ordering new parts into one streamlined workflow.

If you don't have a part in stock while working on a car you can quickly swap the part for a similar one in inventory, or instantly place an order for what you need and let you text the customer all the same system.

5. Instant and Digital Communication

These days, customers expect updates on the services they receive, such as shipping updates on their packages. Repairs are no exception. Customers are busy and want to know when they can expect to pick up their vehicles.

Thanks to true two-way texting, service advisors can give customers updates and even answer any questions that customers might have about their DVIs. Service advisors can update customers on the status of their repairs in seconds. They don’t have to dial a number or try to find customers in person.

6. Built-In Payment Processing

When you can order a pizza online, and pay for it in multiple installments, why shouldn't your shop's customers have that option for their vehicles' repairs?

Text-to-pay is touchless payment—customers can pay invoices directly from their smartphones. They don’t have to physically walk into the shop to hand over cash or a credit card.

Shops can take advantage of alternative payment methods to provide their customers with flexible service and simplify the payment process. Not only does this make it easier for your customers, but Tekmerchant even provides necessary protections to help shops prevent chargeback fraud, so you can have peace of mind knowing you will get paid for the work your shop did.

Running a Modern, Independent Auto Repair Shop

The ability for shops to track financial information, payment, and customer history will affect their success, especially as they take on new types of repairs on new types of vehicles.

As they update their repair offerings in response to new vehicles on the street, shops will need to keep a close eye on their metrics to ensure they are meeting their profit goals.

And of course, shops will have to respond to updates in consumer technology to ensure that they’re keeping their teams and customers happy.

With Tekmetric, you can modernize your shop and give your team and customers the flexibility and autonomy they want.

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

FAQ

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The checkered flag is in sight, moving to the last stretch of the race at a good pace! As Tekmetric kicked off Q3, we focused on two main priorities: streamlining the customer experience and enhancing our relationships within the auto repair industry. With a customer-obsessed approach, Tekmetric is committed to driving product innovation through these two avenues, as we continue to evolve and better serve you – our partner shops.

Streamlining the Customer Experience from Beginning to End

This quarter, we made it our goal to continue helping shops improve the customer experience from start to finish. The customer experience involves streamlining operations at every level, so the vehicle can be safely repaired and back on the road as soon as possible. From estimate to the final payment, our end goal is to help you be as efficient as possible.

As part of our efforts this quarter, we sought to identify and eliminate bottlenecks to enhance shop efficiency while meeting customers where they want to be. We also implemented updates that many of you, our partner shops, have recommended to keep Tekmetric relevant to the entire shop experience. Together, these updates combine to create a stronger shop management system that helps your shop run smoothly and ultimately supports growth over time: 

  • Simpler Day-to-Day With Enhanced Data Integrations: With ALLDATA and TireFitment,  service advisors can now get labor and tire data directly from these integrations within the Tekmetric platform.
  • Tire Purchasing Made Easy: With Tire Suite you can manage all tire operations directly from the platform including compliance, regulatory standard adherence, inventory management, and even purchasing via our integration with PartsTech. 
  • Increased Transparency in Inspections: Through our integrations with Advance’s MotoVisuals, you can now more easily educate your customers with repair animations.    iCustomer Comms Simplified: We added template messages and the ability to adjust text verbiage for estimate, inspection and invoice links, which limits redundancy and streamlines communication.
  • Increased Payment Flexibility With BNPL: Our partnership with Affirm allows shops to meet vehicle owners where they are with flexible payment plans for nearly any budget or repair need, including Buy Now, Pay Later (BNPL). Customers who introduce BNPL see a 3x increase in ARO. 

Growing Relationships Within the Industry

As Tekmetric continues to streamline and enhance the customer experience, we are also focused on strengthening our relationships within the auto repair industry. As a customer-obsessed shop management system, we aim to support shops in providing the highest quality service to vehicle owners they can – and this wouldn’t be possible without valuable feedback and insights from you, our partner shops. This approach allows us to better understand the real challenges you face, so we can provide innovative solutions that help you accomplish your goals and succeed in a market where the consumer expects more from their repair shops.

You may have seen us at the Shop Hackers Conference in Murfreesboro, Tennessee, where Adam McInturff, VP of Sales and Phil Acree, Head of Payment Sales presented on our latest features and upcoming innovations. We also spoke to many of you about the trends you are seeing in the industry and how Tekmetric can support your needs – from hiring service writers to succession planning. We continued these conversations at ATE Spokane in Washington and ASCCA in California and gathered key insights as we look ahead to the end of 2024 and the beginning of a new year. 

Thanks to you and your key feedback shared through these conversations, Tekmetric has been able to provide excellent service and innovative solutions throughout this quarter, resulting in recognition from the G2 Summer Awards in these categories: Overall Leader, Best Usability, Most Implementable and Momentum Leader. In addition, Tekmetric was named the best auto shop management software by G2. This recognition is a significant testament to the support of each of you, your teams and the valuable insights you provide.  

Aspiring To Inspire with Thought Leadership

For Tekmetric, customer relationships aren’t confined to the walls of a conference room. We also aimed to share the knowledge through webinars and conversations with industry outlets that sparked important conversations about what’s changing in our industry. 

With our webinars, our aim is to help you uncover actionable insights that you can apply to grow your shop. Some of these conversations included our webinar, “Innovate to Elevate,” led by John Phelps, Director of Channel and Partnerships, where he talked about transforming the customer journey with the end goal of streamlining operations and boosting customer satisfaction. Similarly in our payments webinar, Phil Acree, Head of Payments covered the current state of consumer financing and how shops can enhance the customer experience regarding the payment process.

We also shared this knowledge through key industry outlets, so you can share and discuss with your team, including:

  • Future proof your shop exit strategy. P.J. Leslie, Director of Business Development, along with Matthew Schwab, owner of Clutch Automotive, shared tips to prepare your shop for the future and retirement by building a well-crafted exit plan so exiting shop owners can confidently step into the next phase of their lives, knowing they have set up a legacy for their shop.
  • Strategic use of evergreen and real-time data. We also published an article with Vehicle Service Pros titled, “Using numbers to supercharge your shop’s performance, where we discussed how to use real-time and evergreen data to expand your shop.

As we leave an upbeat Q3, Tekmetric continues to keep its eye on the finish line for this year: helping shops enhance the customer experience through product innovation. We are very proud that our commitment to a two-way relationship with our customers has been the driving force behind every improvement and our collaborative approach with other leaders in the industry enables us to build a steady foundation for continuous innovation. We aim to continue measuring up as we enter the final quarter of 2024.

Accelerating Excellence: A Roadmap of Our Q3 Achievements

October 11, 2024

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Chargebacks are something that no shop owner wants to deal with.

Your business relies on big-ticket sales, and chargebacks on those sales can squeeze your margins.

When a guest goes through their bank or credit card company to get a refund, whether it’s because they were unhappy with the repair or not, it can leave shop owners in a bind where they might have to eat the cost of the labor, parts, and profit.

There are some cases where business owners can make a case against the chargeback, but it can be a lengthy process and most banks and credit card companies will side with the cardholder who’s making the complaint.

Protecting your business from chargebacks doesn’t start when the payment is processed, nor does it end with being reimbursed for a single chargeback. The best way to protect your business from chargebacks is to establish clear, open communication with your guests and adhere to a consistent and secure payment process.

Always Get Your Guests’ Consent Before Doing Work

When your service advisors take guests through the repair order, they should listen carefully to what the client wants; service advisors can never be too careful.

If that means spending some extra time to review the repair order with the guest, it’s time well spent.

A little more time spent on the front-end can save you a lot more time on the back-end. Once the RO is thoroughly reviewed, you can get either written or verbal consent for the work and the cost. It’s worth keeping in mind that it’s easier to document written consent.

Shop Tip: Use the Courtesy Inspection to Guide the Approval Process.

Using a shop management system like Tekmetric where the guest can see the courtesy inspection and click through and select the work they want and the work they want to put on hold can set clearer guidelines for both the guest and the service advisor.

Establish a Transparent Relationship with Your Guests

Providing excellent customer service is good practice for any auto repair shop, but it also goes a long way toward preventing chargebacks.

Let your guests know that you’re committed and dedicated to fixing their problem, even if that means taking their vehicle back into the shop if the guest is not 100% satisfied.

If you make it clear to your guests that they can come back to you about any concerns, they are far less likely to go to their bank or credit card company first. And it’s better to do a little extra work to ease the mind of your guest than it is to give away an entire repair order for free or go through legal hassles.

Shop Tip: Set a Clear and Easy Return Policy.

If your shop doesn’t already have one, consider establishing a clear and easy return policy and make it visible to guests via signage or with messaging on repair orders.

Simple policies such as “If you’re not satisfied, call us, and we’ll make it right” can go a long way in terms of letting guests know they should go straight to you if there’s something wrong.

In today’s auto repair industry, data can play a key role in a shop’s ability to repair a vehicle more efficiently and accurately. Traditionally, repair information was documented informally, often by hand on paper. Today, this information can be captured and processed electronically, leading to a significant acceleration of the repair process – and a more positive customer experience

The transformative power of data extends beyond streamlining individual repairs. In fact, by strategically analyzing your shop’s data over time, you can also use the information to grow your shop. However, to maximize the impact of data, it’s important to know what kind of data is most effective to use in your shop. Some of the more evergreen data – performance over time – is useful in your long-term strategy, while others, such as real-time performance metrics, are more helpful in making short-term tweaks to promote better performance. In this blog, we’ll discuss how you can distinguish between evergreen and real-time data and where you can use both to grow your shop.

Understanding Real-Time vs. Evergreen Data

Before you can decide how to use data, it’s important to understand the difference between evergreen data and real-time data. Real-time data is live data that is available as soon as it is generated. It allows you to manage your shop and respond to situations instantaneously as they happen. On the other hand, evergreen data is used in hindsight, after a timeframe has ended. Most shops use this type of data to reflect after the repairs are complete.

Both forms of data have their uses. Real-time data allows you to respond to situations as they happen in a way that helps support your business. Evergreen data helps you track long-term trends and their effects on your shop. With Tekmetric, you can leverage both types to keep your shop running smoothly. When you leverage data strategically in all forms, you can optimize your shop’s operations and processes, create an excellent customer experience and prime your business for growth.

Stay Ahead of the Curve with Real-Time Data

Real-time data enables immediate visibility into what is happening with your shop at any given time. From inventory to customer communication to repair progress, you can review different buckets within your shop and respond as the day progresses. This capability allows you to make decisions on the fly without having to wait until the end of the day, week or month to know which parts need to be ordered or how many repairs you have completed. Strategically, real-time data can be used for short-term decisions that have long-term effects, ultimately becoming an integral piece to growing the shop’s bottom line.

Examples of how you can use real-time data might include:

  • Track daily progress with the shop dashboard:  Reviewing this in real-time allows you to respond to potential bottlenecks or problems that arise throughout the day. For example, if you see $15,000 in work pending approval before lunchtime, you can encourage your service writers to conduct follow-up calls to get approval and begin the work.
  • Send out rainy-day coupons: Business tends to slow down on rainy days. However, if you experience this, you can respond in real-time by sending a rainy-day coupon incentivizing customers to come in for quick-turn work, like oil changes. 
  • Monitor multiple shop locations with Tekmetric Multi-Shop: Multi-Shop can show you the performance of each shop at any time, from any location – so you can make decisions that support the strengths of all your locations. For example, you might move a car from a very busy, overrun location to another, slower location. Make sure you return the vehicle to the original location for easy customer pickup to maintain your customer experience. This maximizes workflow between high and low volume locations.

Analyze, Determine and Predict Trends with Evergreen Data

In addition to real-time data, you can leverage evergreen data by analyzing trends and your shop’s data for predictive forecasting. One of evergreen data’s biggest advantages is that it captures a period of time without the need for constant refreshing. This can help you review your shop’s performance over longer periods – year-over-year, month-to-month or quarterly – so you can implement long-term solutions to promote growth.

Examples of using evergreen data include:

  • Create more business with declined jobs: When you want to influence cash flow for the coming weeks or months, you can follow up on previously declined jobs, such as an oil change or tire rotation. This customer-centric approach can not only build your customer relationships, but also drive business during a slow month.
  • Create value with Shared Customer History: You can share your customer’s history across multiple locations, bringing extra value through this evergreen data. For example, if a customer asks when they had their last oil change, your service advisor will be able to pull that information within seconds – no matter which location the customer last visited.
  • Create custom financial reports to track shop performance: Tekmetric’s financial reports give you the power and flexibility to create a report that tracks what’s important to you, without any extra noise, and make decisions based on past performance. For example, you can utilize the Time Period Configuration feature to compare data from the previous year or another custom time period, identifying bottlenecks and adjusting your strategy accordingly.
  • Track month-over-month trends with comparative reporting: Pay attention to the trends that occur each month in comparison to the same time frame in previous years. This will allow you to spot trends and respond accordingly, such as preparing for a particularly busy season or implementing strategies to create more work in a slower season.

The Price of Ignoring Data

Time is money. Evergreen and real-time data allow you to manage your shop’s time and resources in the most efficient manner to generate profit while providing an excellent customer experience. To grow your shop, ensure you are using both forms of data to your advantage. Combining evergreen data’s longevity with real-time data can lead you to a multi-faceted business strategy, creating a customer-centric approach that ultimately generates more cash flow, profit and growth.

How to Use Real-Time and Evergreen Data to Grow Your Shop

July 25, 2024

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