How to Get Better Results from Automotive Repair Order Forms

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May 22, 2023

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Read time: 3 min

Navigating the estimate and repair process starts with an automotive repair order form. And a manual process may create more work for your team. Your service advisors are trying to move everything along quickly and accurately, but they're human and mistakes do happen.

With a manual automotive repair order form process, it can be easy for service advisors to get lost in the hustle due to typos, illegible handwriting, or estimates saved in the wrong place.

You might also find that it’s difficult to guide your business with a manual estimate and repair order process because data collection can become an enormous challenge.

Using traditional automotive repair order forms is kind of like trying to navigate a road trip with a paper map: it can be easy to get lost in the process, and once you’re lost, it can be difficult to get back on track. Nowadays, paper maps are just one of our endless choices for navigation tools, and how many drivers still use them?

Most of Our Tools Have Become Digital

We’ve got the world at our fingertips with GPS and smartphones. These modern digital solutions make us feel more comfortable navigating the unknown. They minimize our risk of getting lost in the first place, and even if we do stray off the intended path, we can rest assured that they’ll guide us back with near-instant reorientation. For most of us, opting for the more efficient choice, digital maps, is an easy one.  

As a shop owner, you use a mix of practical knowledge and industry research to inform business decisions on a daily basis. And as your shop continues to grow, your choices will have an even bigger impact on your team, your customers, and your business.

Navigating these big picture decisions like selecting the right shop management system can be difficult, especially when you’ve got other process decisions to worry about, like choosing the best automotive repair order form. The good news is that we’ve got your back and we’re here to walk you through it.

We’re all familiar with automotive repair order forms in this industry. A standard automotive repair order form usually isn’t more than a page or two. It contains vital information like the work to be done on a vehicle, any parts to be ordered, and a cost estimate of all the services to be provided. The trusty pen and paper automotive repair order form has been a repair shop staple for decades, and we get it. The traditional method is familiar, comfortable, and gets the job done. You might even say, “If it ain’t broke, why fix it?”

We’re glad you asked. We’ve compiled a list of ways that your automotive repair order form process may be holding your shop back from reaching its true potential.

Where the Manual Automotive Repair Order Form Process Falls Short

A traditional automotive repair order form might guide you towards a sale in the same way that using a paper map might eventually get you from Point A to Point B. But as a shop owner, you need tools that are reliable. Here are some ways your current automotive repair order form process might not be driving the business results you want to see.

1. Obscured Data

If your shop’s estimate and repair process is still tied to more traditional methods, your data might not be very accessible. Your service advisors might run into a few snags while trying to pull up any prior declined jobs, sales, or repair order data.

And trying to locate a misplaced document can eat up a lot of time, but locating the data is only half the battle. To make sense of all the data from repair orders, you’ve then got to manually crunch all the numbers yourself. Paper maps obscure data in the same way.

They lack the ability to save routes and destinations or track your travel progress in real time. Not to mention, if your map goes missing—like an automotive repair order form saved to the wrong folder on your computer—you’ve instantly become lost.

2. Poor Legibility

A messy automotive repair order form can really throw a wrench in your shop’s workflow and sales process. Your technicians and service writers have limited time to move repair orders forward, and your customers deserve their full attention.

More time spent trying to decode an illegible automotive repair order form means less time answering the phone for prospective customers or tending to the customers that are already in your shop supporting your business.

By the time the phones do get answered, your team often has no choice but to tell the customer on the line, “I’m sorry, no, we can’t get you in this week” or “No, we don’t have time for that.” And the resulting financial loss can be devastating over time.

According to Ratchet and Wrench, the “cost of saying ‘no’ to customers” might even cost some shops upwards of $23,000 in just one year. Think about all the gas, time, and energy you burn through when a poorly-drawn map gets you lost. The same goes for manual automotive repair order forms.  

3. Limited Space

When using a traditional automotive repair order form, your service writers have to fit their assessment into narrow boxes, directly limiting their ability to effectively communicate necessary repairs.

Traditional forms lack the space for any prior customer or vehicle concerns, which means your team may not be getting the full picture on any given RO. In an industry plagued by mistrust and stereotypes, customer trust is essential to maintaining and growing your business.

In the same way that you might not be able to trust a broad state map to help you navigate a particular city, customers may not put faith in your technicians and shop when looking at a general estimate missing all the specifics.

4. Inconvenienced Customers

Customers feel the same way about paper receipts and paper estimates as most of us do about a glove compartment crammed full of paper maps: inconvenienced and overwhelmed. Your customers lead busy lives and might dread coming into the shop because of the time commitment alone. Relying on a traditional automotive repair order form process means taking up even more of their time by tying them to your shop with in-person authorizations and payments.

Digitize Your Automotive Repair Order Form Process To Drive Towards Success

1. Easily Access Your Shop’s Data

Tekmetric’s Shop Management System is a reliable cloud-based system, so you never have to worry about misplacing an automotive repair order form again.

Instead of combing through files and trying to piece together clues like a detective, Tekmetric links your customer records, declined jobs list, and other real-time reports with easy round-the-clock access for the whole shop, which means less late nights at the shop crunching numbers.

Tekmetric also recognizes returning customers and can populate ROs with their prior information, saving your service writers hours each year.

2. Improve Legibility

Typed reports are easy for everyone to read, minimizing the potential problems that come with difficult-to-decipher automotive repair order forms. With Tekmetric, the whole team can hop on the same RO at the same time, driving teamwork and communication further than ever. Remember: more time spent tending to prospective customers on the phones is more opportunity to say “yes” to customers. Help your team focus on the tasks at hand and get customers back on the road. Your customers and financial forecast will thank you.

3. Get the Full Picture

With a digitized automotive repair order form, space is no longer limited. Service writers can use as much (or as little) space as they need to effectively communicate service suggestions in a transparent fashion. Tekmetric’s DVI solution takes clarity one step further by allowing technicians to add pictures and videos of any concerns to the holistic Digital Vehicle Inspections. A handy color-coded system even lets customers know which concerns are most time-sensitive. Build customer trust and loyalty by empowering customers to make informed decisions about their vehicles, and help prevent them from running into bigger problems down the road.  

4. Give Your Customers More Freedom

Drivers are looking for reliability and convenience. With a digital automotive repair order form process, customers are no longer physically tied to your shop. Tekmetric lets customers approve authorizations and even complete the payment process directly from their phones, giving them the freedom to step away for a business meeting or go to their kid’s soccer game. By honoring your customers’ time, they are much more likely to leave a positive review, and in turn, drive more business to your shop. Show customers you care and become the go-to shop for their family and friends.

Guide Your Team, Your Customers, and Your Business in the Right Direction

A traditional automotive repair order form might be getting the job done, but if your shop is still tied to this traditional method of recordkeeping, your business is likely expending time, energy, and resources that could be spent growing your shop instead. By digitizing your automotive repair order form process, you can improve workflow, build customer trust, and cultivate a shop where everyone wins.

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

FAQ

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Let’s face it, tracking inventory is tricky. It takes keen attention to detail, an ability to anticipate your shop’s needs, great timing, and some serious research skills—not to mention a lot of time on the phone or computer, away from the action of the shop.

Bottom line? Keeping track of inventory is a job that most service advisors and shop owners didn’t sign up for. While some shops have a shop foreman to help with inventory, even the best foreman still needs a solid tracking system.

But when a shop runs low on the right tools and parts, it can mean turning away customers when you could be building loyalty instead. Simply put, without up-to-date inventory records, your shop may have to pump the brakes and turn away customers or delay jobs.

If your team wants to stay ahead in the industry, you probably see inventory upkeep as a frequent task. And without a shop inventory software, you might also spend hours calculating purchases, tracking orders, checking wear and tear to tools, and rotating stock.

Everyone has their own way of conducting the inventory process, but in general, inventory methods fall into three major categories:

  • Pen and paper
  • Excel/spreadsheet/template
  • Shop inventory software

If you’re still using pen and paper or a spreadsheet, it may be time to upgrade or at least supplement your inventory process.

Why Your Shop Needs to Invest in Shop Inventory Software

October 14, 2022

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HOUSTON – October 31, 2023 – Tekmetric, industry leading automotive repair shop management system, has released Smart Jobs, the industry’s first smart job building feature that quickly builds jobs in just one click to help streamline the creation of repair orders. In just one click, shops can quickly build an estimate with parts and labor, check on-hand inventory levels and shop at preferred vendors right in Tekmetric. This revolutionary feature enables service advisors to focus on customer service while simultaneously reducing workload.

"When it comes to running an independent auto repair business, efficiency is paramount," said Sunil Patel, CEO of Tekmetric. "With Smart Jobs, shops have the opportunity to respond to customer needs quickly and accurately, saving time and hassle for everyone. This is a game-changer for our industry, and we are confident that it will revolutionize the way shops operate and deliver customer service."

With one click in Tekmetric, service advisors can now build a job based on the vehicle selected, and Tekmetric will automatically:

● Create a job title

● Add the relevant labor line and apply a labor matrix

● Add the necessary parts, filters and fluids and apply a parts matrix

● Check inventory for all parts, then fetch them from your favorite vendors if not in stock

● Apply a locked package price to the entire job

● Apply any necessary fees

In addition to building repair orders more efficiently, Smart Jobs also accelerates the parts ordering process. Not only can the feature automatically apply the correct quantity of parts, filters and fluids to the repair, but it also shops for out-of-stock items and prepares an order within Tekmetric. For quick jobs, like cabin air filters, Smart Jobs has been able to save approximately one minute per job, adding up quickly throughout the day. Smart Jobs can also help new employees to begin building jobs faster. This can lead to improved productivity and reduced errors, helping employees to produce high-quality work earlier in their training.

Smart Jobs will be available to Tekmetric customers in 2024. To request pricing or schedule a demo visit https://www.tekmetric.com/feature/smart-jobs.

About Tekmetric

Tekmetric, a Houston-based auto repair technology company, offers a cloud-based platform that enables auto repair shop owners to enhance productivity and increase profitability through its streamlined workflow management processes. Designed by a former shop owner, Tekmetric’s platform drives shop efficiency through real-time data, a customizable user interface and customer-centric communication tools. Since its launch in 2016, Tekmetric has disrupted the industry with its robust fully-integrated system, developed with an emphasis on customer transparency and user collaboration. For more information, visit www.tekmetric.com.

When thinking about how to run an auto repair shop, we might start by thinking about a well-managed football team. The different players know what they’re responsible for, show up to accomplish their jobs, put their best effort into everything they do, and perform their best as a team. Players have each others’ backs both on the field and off the field. They can think on the fly, and move as a unit toward the end zone.

How do your players work together? When mechanic shops assemble the right team, devise the right strategy, and run the right plays, they can win, too. Service advisors can stay informed about what’s going on with every repair order at any given moment in time, switch easily between tasks even when the shop is busy, and provide excellent customer service. Technicians are able to focus on their work and spend more time turning wrenches. And customers? They’ll get their cars back fast and drive away with a good impression of your shop.

Shop owners who think more deeply about how to manage a mechanic shop are rewarded for their efforts. Well-managed shops see exponential returns. Stellar team performance leads to customer satisfaction and repeat business. The more successful your shop, the more you can invest back into your team, continuing the cycle of success for all involved.

How to Run a Successful Auto Repair Shop (5 Step Guide)

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