Streamline Technician Workflows with Tekmetric’s Tech Board

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April 20, 2023

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Read time: 3 min

Well-written mechanic work orders help technicians stay on task and efficiently move jobs through to completion. With Tekmetric’s Job Board, mechanic work order templates, and Tech Board, you can craft and manage highly detailed work orders, strategically assign work, and track progress all from one intuitive shop management software.

If you're a service advisor, you probably know the ropes of preparing a work order like the back of your hand: you get the technician to perform an inspection, put together an estimate, get approval for the work, and then prompt the techs to complete the work. And if you’ve read our digital vehicle inspection guide, you know that Tekmetric makes drawing up mechanic work orders that much easier. But what happens when it’s time to assign work, and it seems like all the technicians are already stacked with jobs?

Without the right tools, assigning work evenly across your team of technicians can come with a serious learning curve. Fortunately, Tekmetric can simplify work order creation and job distribution, too. Small details and adjustments intentionally designed into our system can make a big difference in how efficiently the work is completed.

Technicians and service advisors, you know the pace and organization of a shop depends on the efficiency of its work order process. If you don’t know what to do, what to use, and how long you have to complete a job, it’s difficult to fix a car and get it back to the customer on time. And as your shop scales to take on more work, the management challenge increases exponentially. So let’s dive into how to streamline mechanic work orders and get more work done without it seeming like, well, work.  

Evenly Distributed Workloads For a More Efficient Workplace

Imagine it’s summer and you come in one sweltering day to a slammed schedule and not enough help. Juggling all that work can be challenging enough with an evenly distributed workload, but when the workload isn’t balanced, work can become downright frustrating.

It can also mean turning away customers.

Ultimately, it’s impossible to sustain and grow a business if keeping up is a struggle and panic sets in when a sudden influx of jobs comes through the shop. Changing up how work orders are drawn up and issued can make a big difference and turn a chaotic workplace into an efficient one.

In a well-balanced workplace, technicians tend to be happier and more efficient at their jobs. The quality of their work goes up, leading to more satisfied customers. Everyone is safer in a well-balanced workplace, too, as they are not constantly required to rush to finish their jobs.

Contrast our example of a garage in chaos with one where each technician knows exactly what tasks are on their plate and how many hours they need to get in, or have left, on a particular job. Now imagine that they also have an easy way to track and communicate their progress to the rest of the team.

With Tekmetric’s work order tools, you can fine-tune your team’s timing and bring order back to your shop.

Generating a Mechanic Work Order on Tekmetric’s Job Board

Exploring the Job Board

Service advisors, get ready to meet your new command center: Tekmetric’s Job Board. The Job Board provides a launching point for creating new work orders and integrates with other aspects of managing mechanic work orders. The Job Board lets you see work order cards under Estimates, Work-In-Progress, and Completed jobs columns. Each job card displayed shows the customer’s name, car description, and estimate.

You can initiate a new work order by clicking “CREATE REPAIR ORDER'' in the upper-right corner of the Job Board. Creating a new repair order will pull up a new repair order form where you can record the details of the new work order. If you’re helping out a customer that has already been in the shop, you can search the customer by name, plate, VIN, email, or phone number to quickly populate their information. If they are a new customer, simply click “ADD NEW CUSTOMER” and gather their information to save into the system.

Inside Tekmetric Mechanic Work Orders

Every new work order starts with an estimate. Service advisors and technicians can collaborate within Tekmetric, leveraging Digital Vehicle Inspections to capture even the most minute details about the vehicle and the reason it's in the shop. Parts and labor time needed can also be documented. If you’re a service advisor, Tekmetric will prompt you to provide details on each job needed for the work order, including labor hours required and a cost-estimate based on what the techs find.

With Tekmetric’s Repair Orders, which function like digital mechanic work order forms, you can say goodbye to the days of guestimates and incomplete work orders. From within the work order, you can send estimates and information to the customer for approval. Once an estimate is approved by the customer, you can begin distributing jobs within a work order to different technicians You’ll also have easy access to car and customer history from each work order.

Tips for writing a useful work order
  1. Be sure to read through the customer’s history and highlight any important details in your notes. In the auto repair world, customer care is just as important as caring for the car itself.
  2. Don’t be afraid to add details to the automotive repair work order template once a job starts. The more information technicians have access to, the better.
  3. Think of the repair order (or digital mechanic work order) as another tool in your toolbox. It’s only useful if you know how to use it. Make sure everyone on your team is trained to use the work order feature.
  4. Write for your audience. If you’re a service advisor, remember that technicians aren’t mind readers, so your shorthand or abbreviations may not make sense to them. The same goes for customers reading your estimates and digital vehicle inspections.

Technicians and Service Advisors—Meet Your New Best Friend: Tekmetric’s Tech Board

If the Job Board is where the work is estimated and tracked, the Tech Board is where the work is divided and completed. Switching to the Tech Board from the Job Board is simple: the icon for Tekmetric’s Tech Board is found directly below the Job Board on the left navigation panel.

Think of the Tech Board as your team’s digital playboard. The Tech Board is a place for everyone to come together and strategize.

If you’re a service advisor or shop foreman, you will act as an account administrator to assign and arrange tasks by job and team member and choose whose accounts to show on the Tech Board at any given time. If you choose to give viewing access to all technicians, your whole team will be able to view all the work assigned across the shop, or you can adjust Tekmetric’s settings to only show each individual their own task list when they login.

Technicians, the Tech Board will let you see exactly what is on your plate at a glance and how many hours you need to put in. It will also show you exactly what jobs to prioritize.

Orienting Workloads with the Tech Board

The Tech Board displays mechanic work order cards divided by columns according to their assignment status. The first column to the left of the interface displays No Tech Assigned jobs, and technicians are represented by separate columns to the right. Each column representing a technician also shows Assigned, Complete, and Incomplete hours, and displays any assigned work order cards. Each card shown on the screen displays information about the customer, the vehicle, and the promised completion date, time, and hours for the work order.

If you’re the service advisor, the wrench in the lower right corner of each card allows you to assign specific jobs within the work order to the technician of your choice. You can assign all of the jobs to one technician or divide the jobs within the work order between multiple techs by clicking the wrench, hovering over individual jobs within the work order, and then clicking on technicians’ names for each job listed.

When you distribute jobs within a work order between multiple technicians, a purple split-arrow icon will appear in the upper left corner of the work order card to indicate multiple technicians are assigned. You can hover over the purple icon to view the names of the technicians assigned to the work order. You can also monitor how many hours a coworker has completed for a specific work order by checking the hours listed at the bottom of each mechanic work order card.

Want to prioritize one job over another? Simply drag and drop the mechanic work order card in question to the top of the column.

The Tech Board integrates seamlessly with the rest of the Tekmetric shop management system as changes made within the Tech Board are automatically reflected across the entire system. Need to make changes to a Repair Order while working from the Tech Board? Just click on the work order card in the Tech Board to open the full repair order.

Tips for Efficiently Distributing Mechanic Work Orders

A poorly balanced workflow introduces unnecessary stress in a workplace. Finding balance with Tekmetric’s Tech Board can help you alleviate stress and streamline the flow of work.

Here are our seven tips for leveraging the Tech Board to create an efficient, well-balanced work environment:

  1. Adjust account settings so that everyone on the team can see who is working what job. This increases transparency and trust and reduces resentment between workers.
  2. Split up jobs within a work order between technicians to provide natural breaks in their day.
  3. Remember that you can always reassign a job or an entire work order. If one technician has a lot of work on their plate, and is nearing a deadline, pull other technicians in to assist by assigning incomplete jobs to any available (or less busy) techs.
  4. Adjust your Tech Board settings to temporarily hide technicians who are on vacation or out sick. This will make seeing who is available to work much easier.
  5. Save time by using the search feature to quickly display who is working on a specific job.
  6. Use the Tech Board in group meetings to strategize and analyze performance. You can also run a variety of reports, from financial to employee to customer and parts reports.

The Tekmetric Difference

Tekmetric’s Tech Board and automotive repair work order templates are designed specifically for the automotive industry and are uniquely suited to help shops stay organized and on task. We are constantly adding new features, too, making life easier for service advisors and technicians like you.

We know your team works hard to get the job done right, and with Tekmetric, you’ll be able to comprehensively document and track mechanic work order details to see repairs through to completion faster than ever, whether you’re logging in from a laptop, tablet, or your phone.

Best of all, our customer service team is always available to help!

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

FAQ

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One multi-shop operator switched to Tekmetric and doubled monthly revenue in two years. He shared how in a recent Tekmetric and PartsTech webinar.

Auto repair shops are under more pressure than ever. Tighter margins. A technician shortage that isn't going away. Customers who expect speed, transparency, and a frictionless experience every time they walk through your door.

Yet many shops are still running on disconnected systems, manual workarounds, and processes that haven't changed in a decade. The result? Bottlenecks that bleed time, stall revenue, and cap growth — often without the shop owner even realizing it.

This is the problem a recent ShopOwner webinar, sponsored by Tekmetric, tackled head-on. The conversation centered on one deceptively simple idea: the connected shop.

In this article, you'll learn what a connected shop workflow looks like in practice, how one multi-shop operator doubled monthly revenue after switching to Tekmetric, where the most common operational bottlenecks are hiding in your estimating process, and how features like SmartJobs, parts and labor matrices, and good/better/best estimates can raise your average repair order (ARO) — the average dollar amount collected per repair order — without adding headcount.

What a Connected Shop Actually Means

A connected shop isn't just about having software. It's about having the right systems talking to each other — and having your team actually use them.

John Phelps, director of channel partnerships at Tekmetric, put it plainly: "Just because you have an oven, that doesn't make you a chef. You can have the technology, but if you're not leveraging it properly, what good is it doing?"

That distinction matters. Technology for its own sake is another bill. Technology deployed with intention — one that connects estimates, parts ordering, inspections, payments, and customer communication into a single workflow — is a growth engine.

Tekmetric is built to be exactly that. With 70-plus integrations, built-in digital vehicle inspections (DVIs — digital inspection forms that capture photos, videos, and findings shared directly with customers), real-time reporting, and a native mobile app for technicians and service advisors, it's designed so every step of the repair order (RO) flows into the next without friction, duplication, or lost data.

One Shop Owner Doubled Monthly Revenue After Switching to Tekmetric

Tim Lanier knows what a revenue ceiling feels like. As president and CEO of Lanier Auto Group — which today operates four rooftops in the northern Atlanta suburbs — he spent years running a single shop that simply could not break through a certain monthly revenue level.

"We were stuck," Lanier said during the webinar. "We had our ways of doing things. A lot of copy-paste out of catalogs into the shop management system."

In March 2020, he made the switch to Tekmetric.

"As soon as we made that change, it opened the door to a lot of new possibilities — some of which we just didn't anticipate." He added: "We probably doubled our sales in about two years once we made the switch."

At the time of switching, Lanier's single rooftop was generating roughly $200,000 per month. Two years later, that number had climbed to approximately $400,000 — a structural shift in what the business was capable of, not just an incremental gain.

What unlocked it? A connected workflow that brought parts ordering, DVIs, payments, accounting, marketing, and inventory into one platform. The glass ceiling, as Phelps framed it, became a paper ceiling. And Lanier's team broke right through it.

The Estimating Bottleneck Is Costing Your Shop More Than You Think

When Phelps asked Lanier to name the single biggest operational bottleneck he's had to overcome, the answer was immediate: the estimating process.

"If you don't come up with systems to streamline things, that person becomes the bottleneck in the shop," Lanier said. "Some tickets can take 30 minutes to an hour to find all the parts and pieces you need for big jobs."

His solution? Get technicians directly involved — and give them the tools to act on that involvement.

"We've empowered the technicians by giving them a computer at their bay and a dual monitor setup so they can go straight into Tekmetric, pull up PartsTech, use diagrams and photos to quickly identify the exact part they need, and put the part on the ticket," he explained.

The result: estimates arrive at the service advisor roughly 90% complete. Advisors clean up grammar, add photos, and present. That's it. No back-and-forth. No shouting across the shop floor.

This is the connected shop in practice. Tekmetric's integration with PartsTech means technicians can search multiple suppliers in one lookup, confirm part specifications, and add items to ROs without leaving the platform. What once took an hour can be compressed into minutes — with fewer errors and fewer return trips.

Pricing Consistency Drives ARO Growth

One of the most overlooked drivers of ARO growth isn't sales technique — it's consistency.

Phelps highlighted this during the webinar: if a customer calls back a week later asking for a brake quote and gets a number $50 different from what they were told before, trust breaks down. Inconsistency in how estimates are built — varying labor rates, different parts markups, or service advisors quoting from memory — costs shops money and customers.

Tekmetric addresses this directly. Parts matrices and labor matrices create a consistent pricing foundation so every estimate reflects the shop's actual margins, regardless of which advisor builds the ticket or when. SmartJobs — Tekmetric's proprietary canned job system that automatically pre-populates parts, labor, and job notes for common services — takes this further by ensuring the right components populate every time, on every RO.

"If you're not using SmartJobs, powered by PartsTech, in Tekmetric, reach out to support, get your SmartJobs set up, and you'll be taking a massive step forward,” Jake Benson, director of strategic accounts at PartsTech, said during the webinar.

How to Present Good, Better, Best Estimates Without Starting From Scratch

Economic uncertainty means customers are making tighter decisions. Giving them options isn't just good customer service — it's good business.

In Tekmetric, shops can build a good/better/best estimate structure without starting from scratch three times. Build the base estimate, duplicate it, add parts or labor for each tier, and text all three options to the customer. A built-in checkbox at the job level keeps declined or unchecked options out of close ratio reporting, so advisors aren't penalized for presenting choices.

The same system works for tires, fluid services, brake packages, or any job where tiered pricing makes sense. Shops that present options consistently report higher approval rates and stronger customer relationships — because customers feel informed rather than pressured.

Tekmetric Is Built to Scale With Your Shop

Lanier's growth from one rooftop to four over the last four years didn't happen by accident. He credits systems and processes — and the ability to replicate them — as the core of that expansion.

"Once you figure out your systems and processes, things begin to click," he said. "It all becomes a lot easier."

Tekmetric is built to scale with that ambition. Whether you're running a single shop or managing multiple rooftops, the platform gives ownership real-time visibility into performance across every location — ARO, technician efficiency, close ratio, and more — without requiring an extra step to pull the data.

The connected shop isn't a future state. For shops like Lanier Auto Group, it's already the standard. The question is whether yours is built the same way.

Watch the full on-demand webinar from Tekmetric and PartsTech — How to Simplify Shop Operations and Increase Your Average Repair Order — and hear directly from shop owners and industry experts on the strategies and tools driving real results in 2026. 

Inventory can include items like oil, tools, and large equipment. It also includes stock items, or parts which are sold to the customer during the course of repairs, such as gaskets and timing belts.

Inventory management and parts management go hand in hand, but outside of labor profits, the profit a shop brings in ultimately comes from parts markup at the point of sale. Consequently, there’s very little room for error in managing parts.

Simply put, mismanaged parts means money left on the table and unhappy customers—a combination no shop owner or automotive team wants to experience.

A good auto parts inventory management system should let you:

• Know what parts you have in stock and how many you have

• Track what sells and what sits on the shelf longer than it should

• Help you plan for growth.

With the right auto parts inventory management system, your shop can go from disorganized to a well-oiled machine generating more and more profit.

In the fast-paced world of auto repair, every minute counts, and your technician's time is your greatest asset. You’re not just managing a business—you’re orchestrating a complex balancing act of diagnostics, repairs, customer interactions, and team coordination. With so much on your plate, wouldn’t it be great if you had a tool that sped up the inspection process and created more customer trust? Well, your wish just came true.

Available for free across app stores, the Tekmetric Mobile App is designed to streamline your inspection process, boost productivity, and build stronger, more trusting relationships with your customers—all while putting more money in your pocket.

The Freedom to Do More, Right from Your Phone

In the world of auto repair, time is money. Every second your technicians spend away from their primary tasks, whether they’re running back to the computer to log information or trying to send and upload pictures, is time that could be spent actually working on vehicles. The Tekmetric Mobile App changes all that by bringing everything your technicians need right to their fingertips.

With the Tekmetric mobile app, your technicians can easily complete digital vehicle inspections directly from their phones (iPhone or Android). No more clipboards, no more back-and-forth to the computer. They can take high-quality photos and videos, accurately document vehicle conditions, and perform detailed inspections on the spot. It’s fast, it’s efficient, and it keeps your team focused on what they do best—repairing cars.

Cut Time Spent on Inspections in Half

The Tekmetric Mobile App isn’t just a convenience; it’s a productivity powerhouse. It streamlines the inspection workflow, allowing your technicians to move seamlessly from one task to the next without skipping a beat. The app’s intuitive interface means there’s no steep learning curve—your team can start using it immediately, saving valuable time from day one.

Imagine the impact on your shop’s efficiency when your technicians are no longer bogged down by administrative tasks. Inspections are completed faster, data is recorded more accurately, and your team is free to focus on getting vehicles back to their owners quickly. This increase in productivity means more cars serviced each day, which directly translates to more revenue for your business.

Increase ARO by adding photos

Trust is everything in the auto repair industry. Your customers need to know that they can rely on you for honest, accurate assessments of their vehicles. The Tekmetric Mobile App helps you build that trust by making it easier than ever to communicate with your customers.

With the app, your technicians can document vehicle conditions with detailed photos and videos, giving your customers a clear, visual understanding of any issues. Instead of just telling them what’s wrong, you can show them. The Tekmetric mobile app takes this to the next level with its photo markup feature, allowing your technicians to visually pinpoint exact issues on the images without slowing down. This transparency not only helps customers feel more confident in your recommendations, but it also fosters long-term relationships based on trust and satisfaction.

When your customers see that you’re being upfront and thorough, they’re more likely to approve necessary repairs and keep coming back to your shop in the future. The Tekmetric Mobile App helps you build that kind of loyalty, one inspection at a time.

Boost Monthly Revenue by $15k

At the end of the day, your shop is a business, and like any business, profitability is key. According to the 2023 Industry Index, Tekmetric shops who add an average of 25 photos and videos to their inspections see their ARO increase to $2500. The Tekmetric Mobile App is designed to help you accomplish just that. You can maximize your earnings by enhancing efficiency and customer satisfaction.

Faster inspections mean more vehicles can be serviced in a day, which leads to increased revenue. Additionally, when customers trust your assessments and feel confident in their decisions, they’re more likely to approve additional services, further boosting your sales. And because the app improves documentation accuracy and reduces the chance of errors, you’re also protecting your shop from costly misunderstandings and disputes.

The Future of Auto Repair is Here—And It’s Free

The Tekmetric Mobile App is more than just a tool; it’s a game-changer for auto repair shops of all sizes. It’s designed to fit seamlessly into your existing workflow, enhancing every aspect of your inspection process while saving you time and money. And the best part? It’s completely free to download and use.

Whether you’re managing a single location or multiple shops, the Tekmetric Mobile App is ready to help you take your business to the next level. It’s intuitive, powerful, and it’s available right now in your favorite app store.

Ready to Transform Your Shop?

Don’t let inefficiencies and outdated processes hold your shop back. The future of auto repair is here, and it’s as simple as downloading an app. Start improving your productivity, building stronger customer relationships, and increasing your profits today.

Learn more about the Tekmetric Mobile App Today. Your team will love it, your customers will appreciate it, and your bottom line will thank you.

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