How Switching from an Auto Repair Invoice Template to a Shop Management System Can Drastically Increase Profits

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June 20, 2023

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Read time: 3 min

Auto repair shops might bulk order carbon copies, or you might find a template online and print as many copies as your shop needs. Or, if your shop uses digital templates, you might have to deal with time-consuming digital file management.

Filling out the forms over and over, be it by handwriting or typing, can become tedious. And both options are less than ideal for record-keeping.

Paper can get lost, and digital files can become overwritten or corrupted. Both approaches are inconvenient and ultimately slow things down at your shop. And the impression you give during the payment process can determine whether those customers return or not.

Here are four reasons why a shop management system is better than an auto repair invoice template approach for your business.

Reason 1: The Invoicing Process Will Become Faster

Think about how much time the auto repair invoice template approach requires. From filling out forms by hand to only being able to collect payment in person, using paper or digital invoice templates usually means a backlog of customers waiting on service advisors.

With a shop management system, your service advisors will be able to quickly email or text customers a link to the invoice that they can sign right from their phones.

And if you use integrated payment options like Text-to-Pay, customers will be able to pay directly from their smartphones. Service advisors will spend less time processing customers who are checking out, and customers can pay quickly instead of having to stand in line at your shop.

But, best of all, you'll give your customers an opportunity to budget large expenses they may not have otherwise expected.

We've seen shops help customers cover the cost of a $2000 or more repair they might have otherwise pushed off.

With the flexibility of buy now, pay later options, they can take care of those repairs before they get even worse, and potentially lead to even more expensive damage.

Reason 2: More Convenient for Everyone Involved

Another benefit of a shop management system over an auto repair invoice template approach is that it offers greater convenience for everyone involved.

Your service advisors can continue providing excellent service to incoming guests with minimal disruptions. They can quickly generate and send invoices, which takes significantly less time and effort than filling out estimates and always needing to hand them off in person.

Your service advisors can keep flowing through the process of checking in customers, building estimates, and selling repair work.

Reason 3: Better Tracking and Record-Keeping for Your Shop

Sometimes your team will need to pull up a prior invoice. Maybe a customer calls your shop wanting to remember what they paid for and when, or maybe someone is disputing a charge that they forgot about.

Using a paper or digital auto repair invoice template approach makes it tough to keep track of invoice histories at your shop.

With a shop management system, record-keeping becomes a simple, stress-free endeavor so you can better safeguard your shop. If a service advisor wants to find a particular invoice, they can quickly search inside of the shop management system and pull it up within seconds. No more spending extra time digging through files, physical or virtual.

With a good shop management system, you should be able to search for documents, too. And for multi-shop organizations, you should be able to link customer history across all your locations.

If a service advisor sends part of a payment to your accounts receivable department, they should be able to later search and see how much a customer owes on their balances.

If down the line, a service advisor wants to sell work that a customer previously declined, the service advisor can access that customer’s profile, see what they declined and when, and call up that customer to remind them that it’s time for another visit.

Reason 4: Generate More Business and More Profits

Consider which customer is more likely to be super impressed and return to your shop?

  • Charlie, who had to rush back to your shop before closing to wait in line to pay
  • Janet, who paid from their smartphone at their own convenience

Customer B likely drove away from the shop impressed that the check-out process was so simple.

So much of the modern customer experience revolves around the speed and convenience of digital options. The customer who has an easier time paying for their repair will be more likely to sing praises about your shop to their friends and family, getting new customers through your doors.

To make the best impression possible on your customers, and make life as easy as possible for your team members, you should look for a shop management system that covers you throughout different stages of the repair process, including inspections and estimates, inventory management, and reporting on metrics so you can see how well your shop is performing.

As you research different options on the market, be sure to ask the right questions, demo each system, and get your team’s input. Additionally, be sure to get a good sense of the team behind every solution you’re considering.

A solid onboarding and customer success team can guide you through the switch, answer your questions, and teach you all the tips and tricks you need to get your new estimate and invoice process rolling.

Tekmetric: Stand Out for the Right Reasons 

Tekmetric helps you give your customers a modern, fast, convenient check-out experience. Schedule a demo to see Tekmetric in action! 

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

FAQ

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Scaling your auto repair business requires moving beyond simple spreadsheets and paper repair orders. You need a robust shop management software that has enterprise-level features, centralized real-time reporting, and helps you provide a consistent customer experience across locations.

This guide breaks down the top enterprise software solutions for auto repair shops with 2+ locations.

Top 5 Enterprise Solutions for Shops With Multiple Locations

Finding the right software partner for your expanding shop is critical to your success. Below you will find our top overall picks for multi-shop operators (MSOs).

1. Tekmetric

Multi-shop owners love Tekmetric because they can run their entire business, across all locations, from one platform. Featuring an all-in-one shop management solution with centralized real-time reporting, marketing, payments, and 70+ integrations, Tekmetric makes it easier for you to manage multiple locations.
Why we picked Tekmetric:

  • Unified inventory & part management: See your entire inventory availability, order parts, and transfer parts across locations as needed.
  • All-in-one solution: Instead of switching between platforms, Tekmetric offers shop management, POS, and CRM in one place.
  • Company history: Built by a former shop owner, Tekmetric is often praised for ease of use, simple onboarding, reliable support, and listening to customer feedback.
  • Pricing: Starts at $179/mo (billed annually).

2. Shop-Ware

Shop-Ware is designed to help you maintain consistency across multiple locations with unified customer history, reporting, and employee management features.

Why we picked Shop-Ware:

  • Reporting: Find the metrics that matter the most to your business.
  • Customer experience: Standardize your customer experience across locations.
  • Employee management: Easily compare employee productivity and manage permission levels.
  • Pricing: Starts at $224/mo (billed annually).

3. Protractor

Protractor is a popular shop management system for shops with multiple locations or franchises. Protractor offers advanced reporting features and shop management features so you can run your shop confidently.

Why we picked Protractor:

  • Reporting: Performance tracking, insights, and employee productivity monitoring.
  • Accounting: Built-in accounting tools.
  • Integrations: Multiple integration partners.
  • Pricing: Starts at $359/mo (billed annually).

4. Fullbay

Fullbay specializes in heavy-duty truck and trailer repair shops. Most standard shop software struggles with the complexity of fleet maintenance, but Fullbay was built for it.

Why we picked Fullbay:

  • Centralized inventory: Track parts and inventory across all locations.
  • Integrations: Fullbay has plenty of industry interrogations to keep your shop running.
  • Cloud-based: Manage your shop from anywhere.
  • Pricing: Starting at $188/mo.

5. Garage360

If you are looking for a lighter software solution, Garage360 might be a good option for your shop. Supporting quick-lube, body/collision, and fleet, Garage360 can be used in a variety of shops.

Why we picked Garage360:

  • Versatile: Can be used in multiple shop types.
  • Permission control: Manage your employee permissions across locations.
  • Reporting: Pull the data you need to make informed decisions.
  • Pricing: Starting at $79/mo (billed annually).

Which software features should I look for when I manage multiple shops?

If you are comparing software options for your chain operations, these are the modern features to look for:

Centralized real-time reporting: Tired of trying to guess how each shop location is performing? Pick a software that can pull the data you need from any location or aggregate it across shop locations within a user-friendly dashboard.

Inventory/parts management: Tracking parts can be difficult as you expand. Find a solution that can track inventory levels and transfer parts as needed across locations.

Standardized workflows: Having standard workflows streamlines your shop operations. Select a software that can standardize your operations, prices, and procedures.

Employee permissions: Managing employee permissions is critical to ensuring the safety of your company data and holding employees accountable. Pick a software that keeps your business secure.

Customer communication: Modern customers expect a higher level of communication than they did 10 years ago. Find a shop management solution that provides online scheduling, DVIs, two-way texting, and other modern customer experience tools.

Single vs. Multi-Location Management: What are the differences?

Why can’t you just use a single-shop system? The difference lies in automation and control.

  • Standardization: In a multi-location setup, you need to ensure that technicians at every shop are following the same workflow and procedures so your customer experience is consistent.
  • Visibility: Single shop software may have reporting, but you need to be able to compare metrics between shops to make informed business decisions.
  • Security: Multi-shop software provides employee permission settings and typically comes with advanced data protection.
  • Pricing: Most single-shop software options will charge you per user or limit repair orders. Enterprise software will grow with you and charge based on the number of locations.

Final Thoughts

Choosing an enterprise-level auto repair shop software isn't just about features; it's about finding a partner that helps you maintain a consistent customer experience as you grow. Whether you prioritize inventory management, deep metrics, or standard procedures, ensure you find a solution that can grow with you.

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