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!
Highlights from November include the refresh of Tekmetric Payments, launch of our Booking Tool in beta mode, and your #1 ask for the mobile app: a time clock!
Learn more about what we’ve been up to below.
Streamline Payments for Your Shop with Tekmetric Payments
We’re excited to introduce our refreshed payments solution, Tekmetric Payments (formerly known as Tekmerchant).
This refresh comes with some exciting new features including:
A dedicated “payments” section of the platform
View into payments over time and their details (method, timeline, etc.)
More detailed information around payouts (transactions included, payout schedule etc.)
A dispute management & resolution workflow right in the platform
Sunbit is now available as an additional buy now, pay later option
These enhancements are included on top of existing Payments features, at no additional cost for current Tekmetric Payments customers. This is just the beginning - expect more features and financial partners to be added in the coming months.
Who’s this for?: Tekmetric Payments Customers. Interested in adding this to your subscription? Contact us.
See the Evolution of our Mobile App - Time Clock & Enhanced Camera Experience
Your techs asked, and we delivered! The Tekmetric Mobile App now includes time clock functionality you've been waiting for, letting techs clock in, out, and take a break – all from their mobile device. We've also enhanced the camera experience with tap-to-focus capabilities and added a convenient "trash can" feature to image markup functionality for easy editing. No more switching between desktop and mobile for inspections – just perform seamless, efficient DVIs right from your phone.
Who’s this for?: All customers using version 1.7.0
Check what version you’re on the bottom of the left sidebar - Easily update your app via your app store
Ever wish that you could manage your scheduling process right from your Tekmetric account? Your wish is our command. Configure your appointment settings and embed directly onto your website in minutes. No more splitting windows or managing between two different systems.
Connect to PartsTech Seamlessly
We’ve eliminated the complexity of the traditional multi-step integration processes when connecting Tekmetric with PartsTech. Say goodbye to hunting down API keys or navigating complex vendor setups – now you can connect to PartsTech's extensive parts network directly within Tekmetric Integrations with just a few clicks. This enhancement was built to help make your parts setup experience effortless, allowing you to order them quickly on the estimate. This allows you to focus on what truly matters: getting vehicles back on the road faster.
Who’s this for?: All customers - Primarily those without PartsTech enabled
Gain Control of Your Pricing Strategy For Oil Changes
When you build a Smart Canned Job for oil changes, we put you in complete control of your pricing strategy. Now you can present service specials with clean, professional pricing that builds trust with your customers – perfect for advertising those competitive oil change specials while managing surplus charges effortlessly.
Get Professional-grade Accountability With PO# on Estimates
We know for some shops, fleet work is imperative to helping grow your business. Now you can add the PO# directly on repair orders, having it display automatically across estimates, invoices, and A/R statements for your fleet customers. This enhancement brings professional-grade accountability to your workflow, making it effortless to track approvals and maintain precise documentation. Just input the PO number once in the RO sidebar, and Tekmetric handles the rest – ensuring every fleet repair has a clear, traceable approval record.
Take control of your inventory management with our new shop-level inventory feed located on the shop dashboard which puts vital inventory edits at your fingertips. This view helps how you monitor inventory changes across your shop, making it easier than ever to spot trends, prevent shrinkage, and ensure you have the parts you need when you need them.
We’re excited to announce that Tekmetric, the leading cloud-based shop management system for automotive repair shops, is joining forces with Shopgenie, the leading auto repair shop CRM, to provide a comprehensive all-in-one solution that optimizes operations and drives growth for auto repair shops. This combination is set to combine the best of both worlds, offering shop owners smarter tools, seamless integrations, and enhanced features to optimize operations and drive growth—all from a single, unified platform.
So, what does it mean for our partner shops? Here’s a few of the benefits you’ll see in the coming months:
Streamline your operations: Managing your shop requires balancing internal processes while delivering top-notch customer service. With the addition of Shopgenie, we’re not just expanding our platform—we’re creating a true all-in-one solution that addresses the real-world challenges you face every day. Soon, you’ll have one platform, one login, and one phone number for all customer communication, simplifying your workflow and reducing complexity.
Enhance Customer Engagement: Keep your customers informed and engaged with automated marketing tools, text reminders, and follow-ups. With integrated communication tools, you’ll deliver exceptional service that strengthens relationships and boosts customer loyalty.
Increase Efficiency & Profitability: Benefit from seamless integrations with CRM, booking, and marketing tools that reduce manual work, streamline operations, and ultimately increase profitability. Plus, you’ll continue to have the flexibility to use Tekmetric’s 70+ integrations in our robust ecosystem, with Shopgenie continuing to build and support integrations with other shop management systems.
Here’s what our leadership has to say:
“This combination sets a new standard for efficiency and customer experience in the industry. At Tekmetric, we are committed to providing shop owners with best-in-class tools to manage and grow their businesses. Similarly, Shopgenie’s ability to solve real-world challenges with intuitive technology has earned it the trust of shop owners nationwide,” said Sunil Patel, Founder and CEO of Tekmetric. “Together, we are building an all-in-one platform that empowers shop owners to attract, retain and serve customers more effectively, driving long-term growth.”
“Tekmetric’s relentless pursuit of innovation and passion for creating products that make shop owners’ lives easier could not be a more perfect fit for Shopgenie and our customers,” said Kieran O’Brien, CEO and Co-Founder of Shopgenie. “Our combined strengths will create a more complete, powerful platform that sets a new standard for auto repair software solutions.”
At Tekmetric, helping shops measure up is at the core of everything we do. With this combination, we’re building a seamless, all-in-one solution to manage every aspect of your shop more effectively. Together, we’re setting a new benchmark for the industry and aim to take your shop to the next level. Learn more at https://www.tekmetric.com/shopgenie.
Have you submitted your taxes yet, or are you struggling to get your records in order and submit everything on time? Wherever you are in your tax prep process, you need to pull together a plan and act fast or you may have to pay penalties.
Sometimes, even hearing the word taxes can be scary, but unfortunately, taxes are one fear we don’t get to avoid indefinitely. Auto repair shop Tax Day is the same day as everyone else’s Tax Day, and things just get more complicated if you don’t file on time. The clock is running out on your time to file without an extension this year, and even filing for an extension comes with its own deadline.
But if you tackle the process with knowledge and empowerment, doing business taxes and sales tax on car repairs at the shop doesn’t have to be difficult.
Here are five tips that can help you have a better auto repair shop tax season.
Disclosure: the information in this article is not to be taken as formal tax or legal advice. Individual business circumstances vary, and you should always consult with a CPA and tax attorney.
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