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.

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

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Compare your shop's performance against real data from thousands of auto repair shops by state.

Benchmarking data is only useful when it changes what you do next.

If you've run your shop's numbers through the Tekmetric Shop Index and seen where you rank on ARO, car count, parts margin, and effective labor rate — good. You have a diagnosis. Now you need a plan.

This post walks through what each gap in your TSI results is actually signaling, which operational levers move the needle on each one, and how to build a focused 90-day improvement target that gives your team something concrete to work toward.

Start With the Biggest Gap

Your TSI results will show you four rankings. Resist the temptation to try to improve all four at once. The shops that make the most progress pick the metric with the largest gap and stay focused on it for a full quarter before adding another priority.

Trying to improve ARO, car count, parts margin, and effective labor rate simultaneously often means improving none of them because the operational changes required for each are different and can compete for your team's attention.

So step one is simple: look at your four rankings, find the biggest gap from the industry benchmark, and start there.

Gap: ARO Below Benchmark

If your average repair order is lagging, the most common root cause is inspection performance. Either digital vehicle inspections (DVIs) aren't being completed consistently, or they're being completed but not converted into approved work.

A few questions to answer before you act:

  • What percentage of repair orders have a completed DVI attached?
  • Of the DVIs sent to customers, what percentage include photos or video?
  • What's your close ratio on recommended work?

If DVI completion is below 90%, that's almost always the first lever. Tekmetric's Inspection Report shows completion rates by technician, making it straightforward to identify who needs coaching and who's already performing well.

"Now I can look at everybody at a glance. I can be in a different state, different city and know exactly what's going on in each location all the time."  — Leroy Ingram, Ooroo Auto Care, Tekmetric Customer

If DVI completion is strong but close ratio is low, the issue is likely in how inspections are being communicated to customers — photo and video quality, the language in findings, how quickly the estimate follows the inspection.

Shops on Tekmetric also have access to the Parts and Labor Matrix, which protects against underpricing. It can be a quiet ARO killer that doesn't show up until you look at margin data.

➡ See how your ARO compares →

Gap: Car Count Below Benchmark

A car count gap can mean two different things depending on how it breaks down: you're not bringing in enough new customers, or your existing customers aren't returning at the rate they should. Both problems need attention, but they need different solutions.

For new customers, the questions are acquisition-focused. Tekmetric's online booking gives customers a way to find you and schedule an appointment 24/7 — filling bays without your team picking up the phone. The more friction you remove from the booking process, the more new customers follow through.

For returning customers, the questions shift to communication. Are declined jobs being followed up? Are customers receiving service reminders? Tekmetric Marketing automates follow-ups on declined work and scheduled maintenance intervals — so your team stays in contact with your car count without adding manual effort.

"Seven hundred and two dollars in ad spend has generated 11 net-new customers and $12,802 in new customer revenue — an 18.3x return on ad spend before factoring in the lifetime value of those customers returning for future visits."  — Tanner Markham, Phase 2 Automotive, Tekmetric Customer

➡ See how your car count compares →

Gap: Parts Margin Below Benchmark


A parts margin gap is almost always a pricing problem — either your markup isn't keeping up with cost increases, you're applying flat markup where a tiered matrix would protect margin better, or your team is manually overriding prices inconsistently.

The fix starts with reviewing your Parts Matrix in Tekmetric. A well-structured matrix automatically applies the right markup based on part cost ranges, removing the inconsistency that comes from individual pricing decisions at the job level.

After updating the matrix, run your Parts Purchased Report to verify that retail pricing is reflecting the changes accurately. This is also a good time to cross-reference against recent vendor invoices — if costs have moved significantly in the last 6 months, your matrix thresholds may need updating.

➡ See how your parts margin compares →

Gap: Effective Labor Rate Below Benchmark


If your effective labor rate is trailing your posted rate, the most common culprits are inconsistent discounting, flat-rate job structures that cap labor recovery, or package pricing that doesn't account for actual labor time.

Start by pulling your Discount Detail Report to see where and how often discounts are being applied. If they're being applied inconsistently across your team, that's a coaching conversation — and Tekmetric's real-time reporting makes it easy to see which service writers are discounting most frequently.

The Labor Matrix is the structural fix. Similar to the parts matrix, a tiered labor matrix adjusts the billed hours or dollar amount based on configured ranges, protecting margin without changing what customers see on the invoice.

➡ See how your effective labor rate compares →

Building a 90-Day Improvement Target

Once you've identified your primary gap and the lever that addresses it, the last step is turning it into a measurable target for the next 90 days.

A good 90-day target is specific, tied to a leading indicator, and gives your team something to track week over week. For example:

  • ARO gap: "Increase DVI completion rate from 72% to 90% over 90 days, tracked weekly via Inspection Report"
  • Car count gap: "Launch declined-job follow-up automation within 30 days; track returning car count monthly for 90 days"
  • Parts margin gap: "Update Parts Matrix for all parts under $150 within two weeks; track parts margin weekly via Parts Purchased Report"
  • Labor rate gap: "Reduce average discount percentage by 15% over 90 days, tracked via Discount Detail Report"

These aren't arbitrary numbers — they're examples of the leading-indicator approach that lets you see progress before the outcome metric moves. Set yours based on where you're actually starting, not where you want to end.

Check Your Rankings Quarterly

Your TSI results are a snapshot. Set a reminder to re-run the benchmarking every quarter so you can see whether your numbers are moving relative to the industry — not just relative to your own history.

The shops that use benchmarking most effectively are the ones that treat it as a recurring discipline, not a one-time exercise.

"Thanks to Tekmetric, we've really enhanced our business and are looking to expand. We're the #1 shop, 6 years in a row in Upstate New York."  — Chris Chevalier, AAA Auto Repair, Tekmetric Customer

➡ Benchmark your shop now →

Takeaways

  • Start with your biggest gap — don't try to move all four metrics at once.
  • ARO gaps usually trace back to DVI completion rates or close ratios.
  • Car count gaps split into acquisition and retention problems — each needs a different fix.
  • Parts margin gaps are almost always a pricing matrix issue.
  • Effective labor rate gaps often come down to discounting habits and job structure.
  • A 90-day leading-indicator target turns benchmarking data into team direction.

➡ Benchmark your shop now →

2024 was a big year for Tekmetric and for the shops we support. Thank you to all the shops that supported us this year and for allowing us to be your partner. Find our 2024 highlights below.

Key customer wins

Tekmetric exists to help shops be more efficient and more profitable. Here are some of the notable wins our shops achieved in 2024:

  • Number of cars worked on: 28 million +
  • Number of Tekmetric releases: 44
  • Hours saved by adding a Smart Job to an RO: 4,700 + Hours
  • Number of photos added to inspections: 50 million +
  • Transactions processed through Tekmetric shops: 1.6 million + ($900 million processed)
  • Average ARO: $913.35 (That’s 167% higher than the national average!)
  • Top features used by customers:
    1. Digital Vehicle Inspections
    2. Two-Way Messaging
    3. Smart Jobs
    4. Tekmetric Payments
    5. Counter Sales

Top product releases

Mobile app

Tekmetric Mobile allows shops to perform inspections faster and streamline their workflows. It is available for free in the Apple and Google app stores.

Tire suite

Our tire shop software helps shop owners streamline their operations, invoices, tire ordering, inventory management, and ensures regulatory compliance.

Payments

Tekmetric Payments received a rebrand in 2024 with it being added into the Tekmetric main portal plus more financing partnerships.

2024 Awards

G2

Tekmetric took home more hardware in 2024 including the G2 badges for most implementable, best usability and momentum leader. Ultimately, this led us to be ranked first for best auto shop management software by G2.

Silver Stevie Award

Tekmetric received the 2024 Silver Stevie Award for fastest growing tech company.

Houston Business Journal

Tekmetric earned a top 25 ranking in the best places to work for in 2024.

Top events

SEMA/APPEX

This year, Tekmetric had a significant presence at SEMA and APPEX. Our primary focus was on mobilizing and engaging with our customer base, driving demand for Tekmetric solutions, and increasing brand awareness.

At SEMA, the largest automotive trade show in the USA, which attracts about 140,000 attendees, we hosted the 5th Quarter and Yeti Giveaway Happy Hour event in our booth on Tuesday, Wednesday, and Thursday. This event featured drinks, snacks, and a raffle for a Yeti Prize Package, creating a relaxed and engaging networking atmosphere during the last hour of the show.

Vision

VISION Hi-Tech Training & Expo, a premier automotive service event for over 30 years, annually drew over 3,500 attendees. Focused on employee training, it offered hands-on lessons for technicians, service advisor training, and management sessions. The 2024 conference, held from February 19th to March 3rd at the Overland Park Convention Center, covered technical practices, standard operating procedures, KPIs, and service advisor sales approaches.

Tekmetric had a booth at this event, providing valuable networking and learning opportunities. The event also served as a marketing platform for top automotive companies to host sessions, sponsor, and exhibit, connecting with dedicated professionals and contributing to industry excellence. Additionally, we co-hosted a happy hour with Steer on March 1st, which allowed us to interact with more attendees in a relaxed and engaging setting.

Shop Hackers

The Tekmetric team attended Shop Hackers in early August as a Platinum Sponsor. Shop Hackers was one of Tekmetric’s key strategic events of the year, with a large portion of attendees being Tekmetric customers. Our focus as a revenue team was to ensure we leveraged the event and overall investment to:

  • Mobilize and engage our customer base.
  • Drive demand and adoption of Tekmetric solutions.
  • Generate brand awareness and visibility for Tekmetric.

At this event, we had the opportunity to speak directly with attendees and presented Tekmetric Unveiled: Latest Features and Upcoming Innovations, showcasing our newest developments and exciting future plans. We also launched the MVP Customer Advocacy Program, which allows us to recognize and engage our most valued customers. To further enhance the experience, we invited four of our customer shops to attend the event and share their experiences with Tekmetric.

Closing Thoughts

2024 was a big year for Tekmetric and the shops we support. As we look ahead to 2025, we are excited to join forces with Shopgenie and provide even more ways to streamline your shop operations. Lastly, thank you to all of the shops that allowed us to serve you in 2024 and we can’t wait to see what you + Tekmetric accomplish in 2025.

2024 Tekmetric Recap

December 19, 2024

Read time: 3 min

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An auto repair estimate template, otherwise commonly referred to as a car repair estimate template, can be a great communication tool for your shop—or it can leave your team spinning their wheels in the dirt.  

While it’s easy to assume that any old auto repair estimate template will lead to a faster repair order process, unfortunately, not all templates are created equal.

The most effective templates provide a standardized framework for the estimate and repair process and lay everything out for your team and customers in a digestible format. The least effective templates cause more work for your team and eat up extra time that could (and should) be spent taking care of the customers.

A Modern Approach For Your Shop

Nowadays, there’s a whole spectrum of template options to choose from, including pen and paper forms, downloadable PDFs, and full-service shop management systems with a built-in RO program.

Finding the right fit for your shop might feel like a challenge, but the effort you put into looking for an auto repair estimate template says you care a lot about your team’s time and value their autonomy.

Upgrading your estimate process helps your team maximize its potential by giving them the power to focus on what they do best—getting customers back on the road.

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