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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Co-CEO and Co-Founder of Tekmetric Sunil Patel joined Editor Chris Jones on Ratchet+Wrench Radio to talk about how shop management software suites are changing the landscape of the auto repair industry, especially when it comes to building relationships and communicating effectively.

Sunil also touched on the history of some of Tekmetric’s relationships and how Tekmetric makes sure the voices of shop owners are heard.

Listen here, or catch some of the highlights below.

Note: some of the following answers have been condensed for clarity and brevity.

Relationship-Building 101: Laying Down a Solid Foundation

Jones: The last time we saw each other was at WorldPac STX in Orlando. And that’s where you guys announced a partnership with Advance Auto Parts. I know a lot of our readers have seen it, but can you share a little bit about the details with our audience, just from your own words and perspective?

Patel: So we’ve had a great relationship with Advance Auto Parts for a very long time. And we wanted to leverage the relationship to try to get more shops to use Tekmetric, and it just happened to be the right place, right time.

Side note: For those that don’t know, Advance Auto Parts actually owns WorldPac and Sunil Patel’s relationship with both goes way back. Before co-founding Tekmetric, Patel owned an auto repair shop that was one of the highest purchasers of parts from WorldPac in Houston for almost a decade.

Jones: That’s kind of cool to see how the relationship evolved over the years.

Patel: It’s a big company. It’s not like turning a speedboat, it’s like turning a steamship. Sometimes it just takes time to let some of these relationships play out. It affects so many people. We have to be absolutely sure of how this is going to play out, and how it’s going to work.

Using Shop Management Software to Get Everyone on the Same Page

Jones: So let’s talk about shop ownership a little bit. You were once a shop owner kind of in the Dark Ages before we had these robust shop management software suites. What was it like for you to operate on these limited tools?

Patel: You know, it was tough. Customers didn't always respond back, and we would always have to follow up with a phone call. There was always a disconnect.

We were probably ahead of our time 12 years ago trying to get some of this stuff out. Tekmetric used a combination of manual processes and text messaging. Text messaging was pretty popular back then, but MMS or multimedia messaging or picture messaging was not so popular.

So adding that in the mix with communications and whatnot into one platform has been very paramount to the success of our company because it closes the loop between the vehicle owner, the shop owner, the technician, and the service writer.

It keeps everybody on the same platform and communications thread. That way everybody has full visibility into what's going on with the repair of that vehicle to ensure a timely repair—ultimately making the customer happy.

Compare your shop's performance against real data from thousands of auto repair shops by state.

Benchmarking data is only useful when it changes what you do next.

If you've run your shop's numbers through the Tekmetric Shop Index and seen where you rank on ARO, car count, parts margin, and effective labor rate — good. You have a diagnosis. Now you need a plan.

This post walks through what each gap in your TSI results is actually signaling, which operational levers move the needle on each one, and how to build a focused 90-day improvement target that gives your team something concrete to work toward.

Start With the Biggest Gap

Your TSI results will show you four rankings. Resist the temptation to try to improve all four at once. The shops that make the most progress pick the metric with the largest gap and stay focused on it for a full quarter before adding another priority.

Trying to improve ARO, car count, parts margin, and effective labor rate simultaneously often means improving none of them because the operational changes required for each are different and can compete for your team's attention.

So step one is simple: look at your four rankings, find the biggest gap from the industry benchmark, and start there.

Gap: ARO Below Benchmark

If your average repair order is lagging, the most common root cause is inspection performance. Either digital vehicle inspections (DVIs) aren't being completed consistently, or they're being completed but not converted into approved work.

A few questions to answer before you act:

  • What percentage of repair orders have a completed DVI attached?
  • Of the DVIs sent to customers, what percentage include photos or video?
  • What's your close ratio on recommended work?

If DVI completion is below 90%, that's almost always the first lever. Tekmetric's Inspection Report shows completion rates by technician, making it straightforward to identify who needs coaching and who's already performing well.

"Now I can look at everybody at a glance. I can be in a different state, different city and know exactly what's going on in each location all the time."  — Leroy Ingram, Ooroo Auto Care, Tekmetric Customer

If DVI completion is strong but close ratio is low, the issue is likely in how inspections are being communicated to customers — photo and video quality, the language in findings, how quickly the estimate follows the inspection.

Shops on Tekmetric also have access to the Parts and Labor Matrix, which protects against underpricing. It can be a quiet ARO killer that doesn't show up until you look at margin data.

➡ See how your ARO compares →

Gap: Car Count Below Benchmark

A car count gap can mean two different things depending on how it breaks down: you're not bringing in enough new customers, or your existing customers aren't returning at the rate they should. Both problems need attention, but they need different solutions.

For new customers, the questions are acquisition-focused. Tekmetric's online booking gives customers a way to find you and schedule an appointment 24/7 — filling bays without your team picking up the phone. The more friction you remove from the booking process, the more new customers follow through.

For returning customers, the questions shift to communication. Are declined jobs being followed up? Are customers receiving service reminders? Tekmetric Marketing automates follow-ups on declined work and scheduled maintenance intervals — so your team stays in contact with your car count without adding manual effort.

"Seven hundred and two dollars in ad spend has generated 11 net-new customers and $12,802 in new customer revenue — an 18.3x return on ad spend before factoring in the lifetime value of those customers returning for future visits."  — Tanner Markham, Phase 2 Automotive, Tekmetric Customer

➡ See how your car count compares →

Gap: Parts Margin Below Benchmark


A parts margin gap is almost always a pricing problem — either your markup isn't keeping up with cost increases, you're applying flat markup where a tiered matrix would protect margin better, or your team is manually overriding prices inconsistently.

The fix starts with reviewing your Parts Matrix in Tekmetric. A well-structured matrix automatically applies the right markup based on part cost ranges, removing the inconsistency that comes from individual pricing decisions at the job level.

After updating the matrix, run your Parts Purchased Report to verify that retail pricing is reflecting the changes accurately. This is also a good time to cross-reference against recent vendor invoices — if costs have moved significantly in the last 6 months, your matrix thresholds may need updating.

➡ See how your parts margin compares →

Gap: Effective Labor Rate Below Benchmark


If your effective labor rate is trailing your posted rate, the most common culprits are inconsistent discounting, flat-rate job structures that cap labor recovery, or package pricing that doesn't account for actual labor time.

Start by pulling your Discount Detail Report to see where and how often discounts are being applied. If they're being applied inconsistently across your team, that's a coaching conversation — and Tekmetric's real-time reporting makes it easy to see which service writers are discounting most frequently.

The Labor Matrix is the structural fix. Similar to the parts matrix, a tiered labor matrix adjusts the billed hours or dollar amount based on configured ranges, protecting margin without changing what customers see on the invoice.

➡ See how your effective labor rate compares →

Building a 90-Day Improvement Target

Once you've identified your primary gap and the lever that addresses it, the last step is turning it into a measurable target for the next 90 days.

A good 90-day target is specific, tied to a leading indicator, and gives your team something to track week over week. For example:

  • ARO gap: "Increase DVI completion rate from 72% to 90% over 90 days, tracked weekly via Inspection Report"
  • Car count gap: "Launch declined-job follow-up automation within 30 days; track returning car count monthly for 90 days"
  • Parts margin gap: "Update Parts Matrix for all parts under $150 within two weeks; track parts margin weekly via Parts Purchased Report"
  • Labor rate gap: "Reduce average discount percentage by 15% over 90 days, tracked via Discount Detail Report"

These aren't arbitrary numbers — they're examples of the leading-indicator approach that lets you see progress before the outcome metric moves. Set yours based on where you're actually starting, not where you want to end.

Check Your Rankings Quarterly

Your TSI results are a snapshot. Set a reminder to re-run the benchmarking every quarter so you can see whether your numbers are moving relative to the industry — not just relative to your own history.

The shops that use benchmarking most effectively are the ones that treat it as a recurring discipline, not a one-time exercise.

"Thanks to Tekmetric, we've really enhanced our business and are looking to expand. We're the #1 shop, 6 years in a row in Upstate New York."  — Chris Chevalier, AAA Auto Repair, Tekmetric Customer

➡ Benchmark your shop now →

Takeaways

  • Start with your biggest gap — don't try to move all four metrics at once.
  • ARO gaps usually trace back to DVI completion rates or close ratios.
  • Car count gaps split into acquisition and retention problems — each needs a different fix.
  • Parts margin gaps are almost always a pricing matrix issue.
  • Effective labor rate gaps often come down to discounting habits and job structure.
  • A 90-day leading-indicator target turns benchmarking data into team direction.

➡ Benchmark your shop now →

This month we were all about operational efficiency saving you time in messaging customers, managing employees, and staying on top of your inventory. Your time is your money. So be sure to take advantage of these features to save time in your day. 

Save Time With Template Messages 

Effective communication is vital to a high quality customer experience. However, it can be time consuming and frankly, repetitive. That’s why we’ve introduced templated messages.

Your top 3 most used customer messages (inspection, estimate, and invoice) can now be customized to fit your shop’s communication needs and voice. These are fully customizable and paired with the ability to create any other message template you’d like. 

     

Who’s this for?: Customers on our Scale Tier with Tekmessage turned on. 

Learn more about default messages                        Learn more about message templates 

Manage Employees Easily Across Your Shops 

Have employees that work across your multiple locations? Well, managing them just got easier. This month we put out two separate releases that allow you to seamlessly create, move between shops, and delete employees right from the MSO dashboard. No more hopping in and out of each shop’s profile.

Who’s this for?: Customers with our multi-shop add-on package.  

Learn more  

Manage Inventory More Effectively With The Inventory Feed 

Managing inventory effectively is crucial for shop operations. To help shops stay on top of pricing and quality changes we’ve introduced the Inventory Activity Feed. This will now automatically log stock orders, parts moved into inventory, and purchase order cost updates. 

Who’s this for?: All customers. 

Learn More 

See Continuous Improvement of Our ALLDATA Integration 

In August, we launched our ALLDATA integration, offering you yet another option for labor guide integration with Tekmetric’s shop management system. Since then, we’ve continued to improve it including the introduction of vehicle specification information and a search bar for easy navigation. 

Who’s this for?: Customers on our Grow and Scale Tiers who integrate with the ALLDATA labor guide. 

Learn More About This Integration 

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