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Automotive Repair Work Order Template (PDF)

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Every job in your auto repair shop starts with the same thing: a work order form. It's the document that captures the vehicle, the customer, the concern, the recommended work, and the price. If you get it right, the whole day runs smoother. If you get it wrong, you're chasing information you should already have.

Auto repair work order template

Completely free. Print it, and put it to work.

Free Download: Download our free automotive repair work order template (PDF) to use in your shop.

Auto shop work order template.

A standardized repair order is a great first step in improving shop operations, but the shops that make the most money level up by implementing connected digital workflows. Below, we'll cover how to use a repair work order form, the best practices behind a clean workflow, and what actually changes when your work order lives in software instead of on a page.

Tired of losing track of paper work orders? Upgrade to an all-in-one solution that works as hard as you do. Manage ROs, customer communication, parts ordering, payment processing, and marketing in one place.

What is an automotive repair work order?

A standard car repair work order template usually captures the vehicle details, the customer's contact information and concerns, inspection findings, recommended jobs with parts and labor, and an estimate for the work. It's both a working document for your team and the estimate your customer approves.

Whether you call it a mechanic work order, a car work order, or a repair order (RO), it does the same job: it turns the repair work into a clear, priced, trackable plan.

Why shops move from paper forms to digital workflows

Here's what changes when your auto repair shop stops relying on a piece of paper and becomes a connected workflow inside one platform.

Digital Vehicle Inspections turn findings into approvals

Instead of a checkmark on a clipboard, your technician performs the inspection on a tablet or phone and attaches photos and videos right to the work order. A worn brake pad photographed next to a new one tells the customer more than any line item ever could.

That transparency does two things: it builds trust, and it drives approvals. When customers can see the problem for themselves, they approve more of the work they genuinely need.

Digital authorization keeps work moving

With a paper form, authorization means the customer has to be standing at your counter. With digital authorization, the estimate goes straight to their phone. They review the recommended jobs, approve the ones they want with a digital signature, and your team gets a real-time notification the moment they do, whether the customer is in your waiting room or across town at work.

There is no phone tag. No vehicle sitting in the bay waiting on a callback. Authorized work moves forward faster, which means shorter turnaround times and fuller bays.

Integrated payment processing closes the loop

The last step of the work order is getting paid and it's where paper-based shops lose the most time and money. Because the digital invoice is generated automatically from the repair order, there's no re-keying and no double entry. With Tekmetric Payments, you can send a secure Text-to-Pay link so customers pay from their phone, keep a card on file for repeat visits, and offer Buy Now, Pay Later so more customers say yes to bigger repairs.

One connected workflow instead of a stack of forms

This is the real difference. On paper, the inspection, the estimate, the authorization, and the invoice are four separate documents. In Tekmetric, they're one connected repair order. The whole team can work from the same RO at the same time. Estimates flow directly into the work order. Parts ordering and inventory are built in. And everything — from check-in to payment — happens in one platform, so nothing slips between systems.

Do you like free resources? Download our comprehensive vehicle inspection checklist to use in your shop.

Start with the template. Grow into the workflow.

A great automotive repair work order form will make your shop more consistent starting today. Download ours, put it to work, and standardize how your team writes up every vehicle.

When you're ready to see what that same workflow looks like connected end to end — inspections, approvals, and payments in one platform — book a demo and we'll walk through it with your shop in mind.

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Tekmetric Launches Smart Jobs, Industry’s First One-Click Job Building Feature

Read time: 3 min

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HOUSTON – October 31, 2023 – Tekmetric, industry leading automotive repair shop management system, has released Smart Jobs, the industry’s first smart job building feature that quickly builds jobs in just one click to help streamline the creation of repair orders. In just one click, shops can quickly build an estimate with parts and labor, check on-hand inventory levels and shop at preferred vendors right in Tekmetric. This revolutionary feature enables service advisors to focus on customer service while simultaneously reducing workload.

"When it comes to running an independent auto repair business, efficiency is paramount," said Sunil Patel, CEO of Tekmetric. "With Smart Jobs, shops have the opportunity to respond to customer needs quickly and accurately, saving time and hassle for everyone. This is a game-changer for our industry, and we are confident that it will revolutionize the way shops operate and deliver customer service."

With one click in Tekmetric, service advisors can now build a job based on the vehicle selected, and Tekmetric will automatically:

● Create a job title

● Add the relevant labor line and apply a labor matrix

● Add the necessary parts, filters and fluids and apply a parts matrix

● Check inventory for all parts, then fetch them from your favorite vendors if not in stock

● Apply a locked package price to the entire job

● Apply any necessary fees

In addition to building repair orders more efficiently, Smart Jobs also accelerates the parts ordering process. Not only can the feature automatically apply the correct quantity of parts, filters and fluids to the repair, but it also shops for out-of-stock items and prepares an order within Tekmetric. For quick jobs, like cabin air filters, Smart Jobs has been able to save approximately one minute per job, adding up quickly throughout the day. Smart Jobs can also help new employees to begin building jobs faster. This can lead to improved productivity and reduced errors, helping employees to produce high-quality work earlier in their training.

Smart Jobs will be available to Tekmetric customers in 2024. To request pricing or schedule a demo visit https://www.tekmetric.com/feature/smart-jobs.

About Tekmetric

Tekmetric, a Houston-based auto repair technology company, offers a cloud-based platform that enables auto repair shop owners to enhance productivity and increase profitability through its streamlined workflow management processes. Designed by a former shop owner, Tekmetric’s platform drives shop efficiency through real-time data, a customizable user interface and customer-centric communication tools. Since its launch in 2016, Tekmetric has disrupted the industry with its robust fully-integrated system, developed with an emphasis on customer transparency and user collaboration. For more information, visit www.tekmetric.com.

What to Know: Section 179 for Auto Repair Businesses

Read time: 3 min

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Legal Disclaimer: This article is written for informational purposes only and does not constitute professional financial advice. Please reference section179.org and a professional accountant for advice on financial planning and filing taxes.  

As 2020 comes to an end, you might be thinking about all of this year's expenses and wondering what you might be able to write off on your taxes. You may even be considering whether or not to make a big purchase, weighing the tax deductions you could get if you bought it this year versus next.

Is it worth buying that new lift before the year ends? Or should you put it off until 2021?

What is Section 179?

Section 179 of the IRS tax code allows business owners to write off the entire cost of a piece of equipment, renovations, or other assets in the first year instead of writing off an asset a little bit at a time over a five, seven, fifteen, or thirty-nine year period. To give an example, if a shop owner buys a new tire machine, they could either write off the taxes over a seven-year period, or they can use Section 179 to get the entire deduction in the first year.

What Type of Costs Qualify for Section 179?

  • Tangible business property, including machinery and equipment
  • Leasehold improvements
  • Computer software*

*Is Tekmetric Eligible for Section 179?

Generally speaking, off-the-shelf computer software that has been purchased outright is eligible for Section 179. Because Tekmetric is a web-based software and does not make users sign a contract, it is not eligible for section 179, but it does qualify for a standard tax deduction.

Sell More BG Products and Simplify Workflows With New Canned Jobs

Read time: 3 min

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Tekmetric is a huge improvement over a traditional paper process for sure. Estimates are easy to draft, orders are easy to create, and work flows easily through the platform as cars move through your shop.

That's because there’s always a better way! Canned jobs in Tekmetric are particularly powerful, saving service writers time by simplifying the process of building job estimates. Less clicks means more time to focus on the customer and offer amazing service while selling even more amazing BG Products.

When you have the right tool that helps simplify your work, why not use them? You wouldn’t use an open-ended wrench when a ratcheting socket wrench cuts the time in half and saves your knuckles.

In our effort to keep growing Tekmetric so running your shop is even easier, our latest update to canned jobs now includes even more canned jobs for BG Products and services right in Tekmetric. Just enable the canned jobs you want to use, and start selling even more BG services right away! 

What are canned jobs?

Canned jobs are pre-saved job templates in Tekmetric that include labor and parts associated with common repair work done.

Instead of recreating jobs you perform on a regular basis, shops can create as many canned-jobs as they like to build estimates in just seconds. Just apply the right canned job and you're ready to send for approval.

In fact, shops find canned jobs so helpful, one shop running on Tekmetric has created over 2,000 customer canned jobs, and even uses at least one canned job per RO. 

The value of canned jobs is clear: making it easier for repair teams to provide customers with the best of the best. 

Simple, efficient, and reliable processes lead to more completed work and happier customers. And as we know, happier customers leads to even more customer retention, and better customer retention increases shop profitability.

In essence, canned jobs can even help you pay for Tekmetric. The profit generated from saving time, closing more repair orders and selling better service can cover the cost of the platform, and then some. 

Just why are canned jobs so powerful for your shop? That's easy:

  • Make your jobs easier by simplifying your workflows for common repair orders into just a few clicks
  • Shorten the time it takes to operate, get estimates built and approved sooner and move cars faster.
  • BG Canned Jobs, using BG products in particular, enable your shop to offer more specialized service options for improved vehicle performance

Meet Customers Where They’re At

Read time: 3 min

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When my husband Dana and I started Haglin Automotive, our loyal customers found us from The Yellow Pages.

Things have drastically changed since then thanks to all the technology advancements. Online reviews and Google play a big part in whether a customer will set foot in your shop or return for future repairs. 

At Haglin Auto, we always adjust to meet customers, and whether they’re a return customer or a new customer, we prioritize how they feel.

It’s important to meet your customers where they are. We even offer customers free vehicle pick-up and delivery service, free shuttle services, and free loaner vehicles.

But, more importantly, we make sure they understand their repairs and can see everything that’s going on with their cars.

Build Trust with Digital Vehicle Inspections (DVIs)

Haglin Auto has been around for 41 years in the Boulder area, and twice a year 30,000 people come in and out because of Boulder University of Colorado, so we’ve always had an influx of students.

And in order to cater to our college students, we started implementing DVIs. 

The reason we made the change in the first place was because our service writers would call a local college student and say, “You car is doing this, this, and that,” and a lot of the times a student would respond with, “I don’t understand,” “I’m not the one paying,” or “Let me call my mom or dad.”

From there, the student would make a phone call home, they would ask questions, and then the student would call back with questions. 

Lead Your Auto Repair Shop to Sucess As a Service Advisor

Read time: 3 min

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Traditionally, there are four pillars to an auto repair shop that all support one another: the shop owner, technicians, customers, and service advisors.

The integrity of the shop depends on each of these pillars in different ways. The shop owner needs to make the right calls and put the right systems in place for technicians and service advisors to do their jobs. Technicians must stay focused on repairs. And loyal customers keep the lights on.

By effectively leading your team, service advisors can support the other three pillars of the shop—and in turn, achieve balance and improve the quality of your job. Getting started in your Service Advisor career, or looking for some tips? Here’s how to lead your team with intention.

Introducing the New and Improved Tekmerchant

Read time: 3 min

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Tekmerchant now includes the industry’s first “buy now, pay later” feature, allowing customers to complete vehicle repairs and pay over time with no risk to your shop!

The Tekmerchant platform offers flexible, forward thinking solutions that allow shops to save time and effort when managing funds and customer payments.

Shop owners can share invoices and accept payments via text and email, enabling the customer to pay directly from their smartphone and pick up the vehicle when it is convenient for them.

Additionally, customers can leverage Tekmerchant’s “buy now, pay later” feature using Affirm and Klarna. This is an industry-first solution that is familiar to customers who use it in other industries. 

Concurrently, Tekmerchant improves shop owner accounting processes by automatically integrating all partial and complete payments into the point-of-sale.

This feature, added by popular request from shop owners, integrates with Tekmetric’s existing payments reports for real-time tracking and reporting. 

How to Protect Your Auto Repair Shop from Chargebacks

Read time: 3 min

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Chargebacks are something that no shop owner wants to deal with.

Your business relies on big-ticket sales, and chargebacks on those sales can squeeze your margins.

When a guest goes through their bank or credit card company to get a refund, whether it’s because they were unhappy with the repair or not, it can leave shop owners in a bind where they might have to eat the cost of the labor, parts, and profit.

There are some cases where business owners can make a case against the chargeback, but it can be a lengthy process and most banks and credit card companies will side with the cardholder who’s making the complaint.

Protecting your business from chargebacks doesn’t start when the payment is processed, nor does it end with being reimbursed for a single chargeback. The best way to protect your business from chargebacks is to establish clear, open communication with your guests and adhere to a consistent and secure payment process.

Always Get Your Guests’ Consent Before Doing Work

When your service advisors take guests through the repair order, they should listen carefully to what the client wants; service advisors can never be too careful.

If that means spending some extra time to review the repair order with the guest, it’s time well spent.

A little more time spent on the front-end can save you a lot more time on the back-end. Once the RO is thoroughly reviewed, you can get either written or verbal consent for the work and the cost. It’s worth keeping in mind that it’s easier to document written consent.

Shop Tip: Use the Courtesy Inspection to Guide the Approval Process.

Using a shop management system like Tekmetric where the guest can see the courtesy inspection and click through and select the work they want and the work they want to put on hold can set clearer guidelines for both the guest and the service advisor.

Establish a Transparent Relationship with Your Guests

Providing excellent customer service is good practice for any auto repair shop, but it also goes a long way toward preventing chargebacks.

Let your guests know that you’re committed and dedicated to fixing their problem, even if that means taking their vehicle back into the shop if the guest is not 100% satisfied.

If you make it clear to your guests that they can come back to you about any concerns, they are far less likely to go to their bank or credit card company first. And it’s better to do a little extra work to ease the mind of your guest than it is to give away an entire repair order for free or go through legal hassles.

Shop Tip: Set a Clear and Easy Return Policy.

If your shop doesn’t already have one, consider establishing a clear and easy return policy and make it visible to guests via signage or with messaging on repair orders.

Simple policies such as “If you’re not satisfied, call us, and we’ll make it right” can go a long way in terms of letting guests know they should go straight to you if there’s something wrong.

Three Tips For Growing Your Career as a Service Writer

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After squaring away the basics and launching your career as an automotive service writer, the next step in the process of learning how to become a service writer is to gain hands-on experience within the automotive industry.

1. Find the Right Environment To Support Your Service Writer Career

Environment will have a major impact on the potential for your career to grow, flourish and shape in new ways.

You should consider whether you’d prefer to work in an independent repair shop, auto repair franchise, or dealership environment. Each work environment has its own perks and unique culture which might affect your decision.

You may also want to consider looking for a shop that has your career growth in mind, and one that has the right foundation like a cloud-based shop management system in place.

Features like texting your customers their inspection results have revolutionized the way service writers can interact with their clients.

And there’s also the team dynamics to think about. You might ask yourself: do I want to work for a high-volume brand with a large staff and management hierarchy, or would I prefer working with a smaller crew with more of a team feel?

Asking questions about a shop’s values upfront during the interview process can help ensure the work environment is a good fit for you and save a lot of headaches down the road.

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Hire and Retain the Best Talent for Your Auto Repair Shop

Read time: 3 min

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Every element of your team is critical, from the technicians who complete the repairs to the service writers who assist customers and keep repair orders flowing through your shop management system.

They’re the people who are responsible for directly communicating with guests or working on vehicles. They're the core of your everyday operations, ensuring cars are brought in, estimates move along, and repairs are completed on time.

It is absolutely critical for great shops to start with great talent!

With the power of cloud-based shop management systems, auto repair shops can build the best team possible with the right mindset, culture, and approach to hiring and retaining the best talent.

Find Reliable Automotive Repair Shop Software That Shops Trust

Read time: 3 min

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We get that looking for a new shop management system can be overwhelming. There are a lot of options to wade through, and a lot of features you need to learn about. But most are probably of you are probably thinking “can this tool do what I need it to?”

To help you wade through all the options out there, the best way to find the right tool for the job is to look for information from the people using those tools every day. That means shop owners, general managers, service advisors, and technicians.

Of course, word of mouth is great, and it's always awesome to get the chance to talk to shop owners and workers in person at industry events, but you don't have to wait. With so many resources at their disposal, we wanted to help shop owners looking for a new shop management system leverage the wealth of information out here like online reviews, user groups, and case studies to help them make the best decision for their team.

Introducing Default Inspections For Tekmetric DVIs

Read time: 3 min

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With Digital Vehicle Inspections shops can go the extra mile and introduce a new level of transparency through a frictionless experience for the customer.

They can get clear pictures or videos to show them what's wrong, have the inspection results sent to their email, and approve or decline work with just the click of a button.

However, while this is super simple for the customer, for Service Advisors, finding the right inspection can be time-consuming. Especially when your shop is training new service advisors and introducing them to your standard operations.

To save your Service Advisor's time and effort, we are excited to announce our newest feature: Default Inspections. 

This feature streamlines the inspection process and makes it easier for you to provide great service to your customers.