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.
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!
With this latest update, we want to deep dive into one of the most beneficial features, buy now, pay later, so shop owners can see for themselves.
Tekmerchant was designed to help shop owners, like you, to build trust with customers, close out the day faster, and turbo charge shop’s payment processing by offering them a fully integrated payments solution, all managed by a trusted team. Building off your existing Tekmetric experience, Tekmerchant is another way to supercharge both your shop’s processes and your customer’s experience at the same time.
More specifically, we're really excited to tell you about our new buy now, pay later feature , making it easier for your guests to do business with your shop -- especially on those more expensive repair orders.
With just the inclusion of Tekmerchant alone, Silver Lake Auto’s shop performance continues to grow. At the organization’s flagship store, average repair order (ARO) has increased by more than $200a month!
And we’re excited to see how much those AROs grow with buy now, pay later.
When it comes to auto repair, a great customer experience can make the difference between a customer returning for future repairs or not. At Tekmetric, we recognize the importance of creating an excellent experience for your shop’s customers that meets their expectations and keeps them returning again and again. To accomplish this, we strive to offer a solution that helps you meet four key pillars of the customer experience: convenience, comfort, trust and loyalty.
Convenience
For vehicle owners, choosing the most convenient shop is not necessarily about going to the closest shop. Rather, convenience is a matter of choosing the shop that makes their life easier.
With approximately 50% of all business shopping completed outside of regular business hours, convenience goes a long way – especially when it comes to auto repair. Customers may need to drop their vehicle off and pick it up later, rather than waiting in the lobby. They may even request to complete pick up after business hours. In all cases, convenient solutions can keep the pick-up process smooth and painless for both you and the customer.
Tekmetric’s two-way texting opens the door of convenience for vehicle owners. Two-way texting meets the customer where they are – anytime, anywhere. The vehicle owner can access updates to their repair process through a simple text, even from their office desk. Additionally, two-way texting can integrate with Tekmetric’s text-to-pay feature, so customers can pay from work or home, then come pick up the vehicle at their own convenience.
Comfort
Traditionally, we think of comfort in a physical sense. For example, we might say, “that chair is comfortable.” Customers choose who they do business with based on how comfortable of an experience they receive. Having the tools and resources that ease the tension inherent with getting a vehicle repaired is critical to making a customer feel comfortable. One example that is often overlooked is the payments experience.
With Tekmetric’s “Buy Now, Pay Later,” option, shop owners can offer vehicle owners the opportunity to complete necessary repairs and pay in installments over time. An experience like this can make vehicle repair affordable and comfortable, no matter what the customer’s budget is.
Trust
Trust between an auto repair shop and vehicle owners is paramount. Not only can it make the repair process smoother for all parties during the repair, but it also contributes to building a lasting relationship for future repairs. A customer is more likely to trust you when you have demonstrated that you can create an experience that is convenient, comfortable and transparent.
Digital vehicle inspections (DVIs) are a great opportunity to educate vehicle owners on the health of their car by providing them with recommended repairs accompanied by photos and videos. Through DVIs, technicians can offer a holistic, transparent evaluation of the customer’s vehicle by highlighting both areas in need of repair and parts that are working well. The result? Customers can gain a better understanding of the technician’s findings, making them more likely to approve work – and return for future repairs.
Loyalty
Prioritizing customer convenience, comfort and trust contributes to an enduring sense of customer loyalty. Building loyalty drives your shop’s bottom line in the long term. A good experience for one vehicle owner can lead to a domino effect within their personal network, as they return for future repairs and make referrals to others. Therein lies the hidden gem of long-standing, thriving businesses: strong customer loyalty.
One of the ways to strengthen customer loyalty is through education and clear communication. Our integration with MotoVisuals demonstrates Tekmetric’s commitment to education and clear communication by showing customers what is wrong with their vehicle instead of simply telling them. Informing vehicle owners about the health of their car accompanied with pictures and educational videos creates a dynamic that is forthcoming, honest and geared towards educating the customer while also ensuring the car gets repaired.
A customer-centric approach can drive your shop’s performance and establish an excellent customer experience. Use these four pillars – convenience, comfort, trust and loyalty – to drive your shop, and you will create a seamless experience for your customers from start to finish. Whether it’s meeting them where they are financially or educating them about a repair, you can establish a consistent, excellent experience that attracts and retains loyal customers now and far into the future.
Were you looking for a vendor to reorder carbon copy auto repair receipt templates when you found this blog? Maybe you’ve already spent a few hours at your computer, searching for the right auto repair receipt template. But none of the templates you’ve seen looks right for your shop. It’s hard to find a perfect fit. You need a template that is fast to fill, inexpensive, flexible enough to work for any sale, and easy for you and your customers to understand. That’s a tall order.
But all too often, standalone templates fail to meet the complex business needs of modern auto repair shops.
You have already made positive changes toward getting organized by searching for and maybe even trying out a variety of new templates. But what if you could save time and improve accuracy with a system that did all the work of writing and tracking receipts for you?
Think about how you currently find the information you need for your receipts and fill them out. Maybe you use carbon copies. Maybe you type the receipts out. But you’re probably getting the information from your invoices, which themselves reflect estimates. That’s three documents to write per customer, which can quickly add up to a lot of time spent on paperwork.
Auto repair shop management systems are capable of populating receipts with payment information and prices from estimates and invoices in seconds to create consistent receipts and a more positive customer experience.
We know that change can be hard, but it’s worth it.
Let’s analyze some of the ways your current auto repair receipt templates might be holding you back and how an auto repair shop management system can improve your customer experience, simplify work at the shop, and lead to more business growth for you and your team.
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