How to Synergize Your Auto Repair Shop Invoicing Software With the Rest of Your Business

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August 28, 2023

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Read time: 3 min

Hey auto repair shop owners! When’s the last time you examined your invoicing process?

Your shop’s invoicing process may seem like a small part of your business. But your auto repair shop invoicing software presents an oft-overlooked touchpoint with your customers. If you approach it strategically, your invoicing process can be adjusted swiftly and easily to yield tangible improvements to your bottom line.

For customers, the invoicing stage is likely the cause of some amount of stress; it’s never fun to write a big check to get your vehicle fixed.

For shop owners, the invoicing stage is an opportunity to show customers that they’re being taken care of. According to an extensive JD Power customer survey analysis of auto repair customers, “...Quality work done promptly, explained clearly, for a fair price, and delivered with excellent customer service is what leads to customer satisfaction among American drivers.”

A frictionless auto repair shop invoicing software that connects to the rest of your business allows you to build customer loyalty, as well as upsell, cross-sell, and reach a broader customer base. When you take care in how you invoice, and note the impact invoicing has on everything else, you can turn what is normally a stress-inducing process for customers into a process that builds trust and maintains a positive image for your shop.

Here’s how you can find synergy between your auto repair shop invoicing software and other parts of your process to build customer loyalty, improve your marketing, fuel sales, and grow your business.

Make the Payment Process Flexible

What do drivers need from you and your team? Generally, people need their cars back on the road as soon as possible. However, we don’t all live our lives at the same pace; people have different schedules and availability for pickup, as well as different financial needs. Customers need information about the repair job so they can plan their finances. Vehicle repairs can be expensive, and the estimate process is where drivers see just how expensive a given trip to the shop will be.

Many customers are also best served by an invoicing process that is as touchless as possible. Instead of hanging around a shop, it makes sense for them to be able to drop their car off and come back later, especially as the world manages COVID and other safety or regulatory issues.

Connect Your DVI, Estimate, and Invoicing Processes

Your estimate, invoice, and digital vehicle inspection (DVI) should all connect in your shop. If you’re using multiple systems to send these out, or are missing potential opportunities for automation, you are losing time that could be spent fixing vehicles, servicing customers, and thinking big picture about your business.

The invoicing phase really starts when you produce an estimate and put a number on the table that leads to personal financial decisions for the driver.

DVIs with photos and videos make talking the customer through the work much easier, saving time and stress on both sides of the service desk. Customers who can see the suggested work are more likely to sign off, too, boosting the Gross Profit Dollars and Average Repair Order of your shop.

Of course, the invoice is the final sale. It must leave the customer with a sense of satisfaction and trust, and complete the process with respect to their needs.

The less moving parts in your workflow, the better. Use an auto repair shop invoicing software that connects these three separate steps in a process that is as easy as possible for all involved.

Make Communication Easy

Your auto repair shop invoicing software should be seamless and simple. Does it present options in a way that is easy to understand? Is it simple for drivers to open your invoice?

To keep the payment process smooth and easy, make sure your auto repair shop invoicing software utilizes text-to-pay so that customers can pay from their phone. That small reduction in steps provides a little extra peace-of-mind for your customers so they can worry less about their repairs and continue to focus on their day.

Since the invoicing process really begins with the estimate, you want to make sure that you are able to communicate with customers, and agree upon the repair work as clearly as possible. Any confusion in the estimate process may lead to customers paying more than they expected, and in a worse-case-scenario, a chargeback.

It’s good to have a true two-way text capability built into your invoicing software so that you can clear up any pricing confusion with customers, even when they step away from the shop.

Track Declined Work

Some customers may not be able to pay for all of the work you present. And that’s okay! As long as your software is able to track declined jobs, you can follow up with customers later on down the road.

Following up can lead to extra repair work, and it’s good for drivers, who are trying to manage the maintenance on their vehicles alongside everything else going on in their day-to-day lives. They may not be thinking about when their car needs an oil change or when they need to change their brake pads. By showing that you are thinking about those things, you’re letting them know that you are there to help them out; you’re giving them a little extra service that many other shops can’t or won’t.

Make sure your system has a feature to track declined work, and train your service advisors how to connect with customers who need it.

Tie it to Accounting

There’s no need to duplicate the act of counting invoices or reconciling them. You should be able to integrate your auto repair invoicing software with your accounting software. When an invoice clears, the balance sheet should change, presenting a real-time view of your shop performance. The less lag, the crisper the insights; a delay of several hours between updates can give you an incomplete picture of daily performance.

A clean accounting process makes your job easier in so many ways: cleaner reports, less time tinkering with data, and fast decision making for the health of your business. The simple solution of syncing up your auto repair invoice software with your accounting system will pay dividends for you and anyone else making leadership decisions for your business.

Reinforce Your Brand

The invoicing process is an opportunity to set the stage for further follow-up and touch points in the future: discounts and deals, customer satisfaction surveys, event invites, and follow up on work that needs to be done. A smart invoicing system can drive both leads and conversions.

Are you putting your best face forward on your invoice? Make sure your logo, website, and phone number are on the invoice. Add taglines or other writing that you think will send a positive message to your customers. Anywhere the invoice traces back to (either in the shop or online) should look like an extension of what you send your customers. So keep your website and social media up to date.

If you own multiple shops, make sure there is uniformity across all invoicing systems so that you can reinforce your brand standards no matter which location a driver brings their car to. The more consistent the customer experience, the better it will be for your end customer, and the more you will be able to test ideas for your shop so you can innovate, too.

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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. 

When you think about what makes the holidays a wonderful time of the year, perhaps images of spending time with loved ones, playing in the snow, and sipping hot chocolate come to mind.

Those activities are all part of the holiday spirit. But goodwill and charity also make the holidays a wonderful time of the year. And as an auto repair shop owner, you’re in a unique position to give back to your community.

There are different ways you can pay it forward—and if you end up liking how things go, you can make giving back a year-round activity, rather than just something you do during the holidays.

Investing in an cloud-based auto repair shop management system is one of the best ways to refine your shop’s processes and get things under control. However, the decision to invest in a shop management system is a big one.

Before you begin researching different options on the market, you should ask yourself two key questions:

  • Am I at the stage where I need a new shop management system?
  • What do I want from a shop management system?

As you search for a suitable shop management system through automotive repair shop software reviews, it’s important that you diligently research any system you’re considering.