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How Cloud-Based Automotive Invoice Software Saves You and Your Team Time

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July 25, 2024

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Read time: 3 min

Transparency within the auto repair invoice process goes a long way. Most customer will feel uncertain about approving expensive repairs if they don't truly understand the need for them. That's why it's up to your shop to foster a trusting relationship by clearly showing customers the issue, and the need for a repair.

The right invoicing system will improve your shop’s workflow, save your team time, enhance your customers’ experience, and provide you with peace of mind.

Here’s how Tekmetric’s Cloud-Based Shop Management System provides seamless shop management that leads to frictionless payment processing:

  • A service advisor can create a repair order and dispatch it to a technician to run a digital vehicles inspection (DVI).
  • The technician conducts the inspection.
  • The service advisor sends the customer a DVI report, which will outline all the findings.
  • The customer can approve or decline individual line items on the repair order directly from their smartphone.
  • Once the customer finishes scrolling through the estimate, designating the jobs they approve and decline, your shop has the go-ahead to begin the repair(s).
  • Once repairs are complete, there’s a digital record of exactly what the customer approved. That way, when it’s time to pay, there are no surprises.
  • Once the customer pays with their preferred method, they can look back over the receipt—from their computer or smartphone—and feel confident that your shop did exactly what you said you’d do.

After a job is completed and payment is received, all the details from the invoice and repair order become part of your reports and customer history in Tekmetric.

Tekmetric’s cloud-based automotive invoice software has designed the entire process to reduce bottlenecks, build trust, and ensure that customers know exactly what to expect.

By moving smoothly from one step to the next, your team will be able to boost their efficiency, manage their workflow, and spend the extra time building rapport with customers and getting their cars back to good working order.

How Tekmetric’s Built-In Mechanic Shop Invoice Software Saves Your Team Time

With Tekmetric’s automotive invoice software, your team can easily pull up an invoice straight from the repair order.

When a job is approved, it moves from estimate to work-in-progress. When a payment is collected, all the information is stored into the appropriate real-time reports. So as soon as a customer pays, it’s added to Tekmetric’s End-Of-Day Report, and is reflected on your final Car Count and ARO.

Tekmetric’s ability to automatically track payments and repair activity will ensure that your records are always accurate, organized, and up-to-date. And the estimate tools and markup matrices will feed directly into your shop’s invoices.

You can adjust parts and labor markups in your shop settings and create multiple parts markups. If you check “auto-apply,” any markup adjustments created in your shop settings will automatically be applied to your shop’s estimates and invoices, saving your service advisors time.

And if a service advisor needs to make any adjustments for specific customers or situations, they can always toggle the auto applied markups “off” for individual line items.  

Another perk to Tekmetric’s built-in automotive invoice software is that you don’t have to punch a bunch of buttons to implement discounts. If your shop wants to apply a discount to a customer’s invoice, all your service advisor will need to do is select “Apply Discount.”

If the discount was already created in the system, they just have to select it from the list. If not, they can create a discount directly from the pop up window, and the changes will automatically reflect in the invoice.

Go Beyond the Status Quo For Your Team and Your Customers

Investing in a cloud-based shop management system with built-in invoicing features will help you reach your shop’s goals. When your team can efficiently build reliable invoices, everyone benefits from the timesaving advantages.

If you want to provide your customers a consistently smooth invoice process—better yet, a smooth RO process from start to finish—now’s your time to switch out traditional methods for modern day solutions.

Features like Tekmerchant can revolutionize the way you do business.

Invest in Frictionless Invoicing to Enhance Experiences In Your Shop

Whether or not customers choose to return to your shop relies heavily on their experience.

With a good shop management system and invoice process, providing customers a better experience doesn't have to mean adding more time to your daily operations.

In fact, with better systems in place, you should be able to save time while boosting shop profitability.

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

FAQ

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The automotive shop industry has grown tremendously between 2018 and 2023. It reached $59.1 billion in revenue, the result of a compound annual growth rate of .5%. Vehicle ownership drives a considerable amount of this growth, and it will increase through 2028.

This exciting, growing field offers tremendous potential for new auto repair shop owners. However, competition is fierce. Nurturing successful business growth comes down to running it optimally. In this guide, you’ll discover what you need to know about building an auto shop and how to thrive in this industry. 

How Do You Run an Auto Repair Shop?

Running a profitable auto repair shop long-term revolves around establishing solid relationships with your customers. Over 60% of customers say that they like to get their work done at the same shop, and 96% go to three or fewer locations when they need to get work done on their car. Gaining customer satisfaction through expertise and communication plays an important role in keeping your customers happy so that they return.

Proper auto shop management and best practices, such as improving productivity and rewarding loyal customers, keep your business competitive. Many strategies that strengthen your business will also incentivize customers and encourage them to return. Since customers do not want to go to numerous auto repair businesses, proving that your business is one they can rely on encourages this loyalty which strengthens your ROI.

To build a quality business, a business plan that emphasizes customer service and retention will take you far. You can incorporate a few central strategies into your plan to keep your customers happy.

Tips for Running a Successful Auto Repair Shop

July 11, 2023

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Running a repair shop takes more than turning wrenches. It’s booking appointments, reminding customers to show up, following up on declined jobs – all while keeping bays full and the front office running smoothly.

But for most shops, staying connected with customers feels like a second job. Some rely on a patchwork of booking tools, texting apps, and review platforms. Others don’t follow up at all. Either way, things slip through the cracks. The result? Missed appointments, lost revenue, and customers who never return.

That’s why we built Tekmetric Marketing.

Not another system to learn. Not another login to juggle. It’s built right into Tekmetric, the platform you already trust to run your shop. With online booking, reminders, campaigns, follow-ups, reviews, and even a professional website all in one place, Tekmetric Marketing helps you keep customers engaged and loyal automatically – without piling more work on your plate. And it’s designed so anyone on your team can use it. No marketing expertise required.

More Cars. Higher ARO. Steady Repeat Business.

Every repair order holds untapped potential. A declined brake job today can turn into tomorrow’s revenue. A routine oil change can become the start of a long-term relationship.

Tekmetric Marketing makes sure those opportunities don’t slip away. Customers can schedule online 24/7, filling bays while you sleep. Automated reminders cut down on no-shows and keep the calendar steady. Follow-ups on declined jobs and maintenance turn “not today” into approved work. Seasonal campaigns help you bring customers back when business slows.

And if your shop doesn’t have a website, Tekmetric can build one for you, giving customers one more way to find you, book online, and keep your bays full.

As Ryan Froats of Yorktown Auto Care put it:
“As an independently-owned shop, dedicating resources towards outreach and follow-up can be challenging. Tekmetric Marketing allows me to communicate with my customer base in a variety of ways, without tying up hours of my work week.”

That’s the difference between a full schedule and an empty bay. Between a one-time job and a loyal customer.

Turn Great Service Into Lasting Loyalty

Great service doesn’t stop when the car leaves the bay. Tekmetric Marketing makes it really easy to keep the relationship going. Post-visit follow-ups that check in with customers after service, showing you care and helping you catch issues early. Review requests that boost your reputation on Google, making it easier for new customers to find and trust you. Private feedback that gives you valuable insights to improve service and address concerns before they go public

Together, these touchpoints build trust, strengthen relationships, and turn satisfied customers into loyal advocates.

One Platform. No Missed Messages.

Because Tekmetric Marketing lives inside Tekmetric, all customer communication flows through one platform – from estimates and approvals to reminders, follow-ups, and promotions. No more bouncing between systems or wondering what’s been sent. Everything is tied to the customer profile, making communication clear, consistent, and professional.

Tekmetric Marketing also works in sync with your shop’s calendar, repair orders, and payments. Bookings instantly block off availability. Reminders align with scheduled work. Everything just works without syncing headaches or double entry.

And here’s the best part: Tekmetric Marketing is designed for busy shop owners and front office staff. It’s easy to set up, runs automatically in the background, and helps you grow your business without adding more to your to-do list – or requiring a marketing degree.

As Corey Hansen of Hansen Auto Repair shared:
“It’s so convenient having everything in one place, right inside Tekmetric. I already have Tekmetric open for managing the shop and invoicing, so I don’t have to switch tabs or log into something else to engage with my customers. Having it all together just makes things faster—and for me, saving time is huge.”

Auto Repair. Done Right.

Tekmetric has always been the all-in-one platform that helps shops run better — from managing repairs to taking payments. Now, with Tekmetric Marketing, it’s also the platform that helps you grow faster, keep customers loyal, and deliver a better experience at every turn.

Turn every visit into the next one. With Tekmetric Marketing, it happens automatically.

When it comes to auto repair, a great customer experience can make the difference between a customer returning for future repairs or not. At Tekmetric, we recognize the importance of creating an excellent experience for your shop’s customers that meets their expectations and keeps them returning again and again. To accomplish this, we strive to offer a solution that helps you meet four key pillars of the customer experience: convenience, comfort, trust and loyalty.

Convenience 

For vehicle owners, choosing the most convenient shop is not necessarily about going to the closest shop. Rather, convenience is a matter of choosing the shop that makes their life easier. 

With approximately 50% of all business shopping completed outside of regular business hours, convenience goes a long way – especially when it comes to auto repair. Customers may need to drop their vehicle off and pick it up later, rather than waiting in the lobby. They may even request to complete pick up after business hours. In all cases, convenient solutions can keep the pick-up process smooth and painless for both you and the customer. 

Tekmetric’s two-way texting opens the door of convenience for vehicle owners. Two-way texting meets the customer where they are – anytime, anywhere. The vehicle owner can access updates to their repair process through a simple text, even from their office desk. Additionally, two-way texting can integrate with Tekmetric’s text-to-pay feature, so customers can pay from work or home, then come pick up the vehicle at their own convenience. 

Comfort

Traditionally, we think of comfort in a physical sense. For example, we might say, “that chair is comfortable.” Customers choose who they do business with based on how comfortable of an experience they receive. Having the tools and resources that ease the tension inherent with getting a vehicle repaired is critical to making a customer feel comfortable. One example that is often overlooked is the payments experience.

With Tekmetric’s “Buy Now, Pay Later,” option, shop owners can offer vehicle owners the opportunity to complete necessary repairs and pay in installments over time. An experience like this can make vehicle repair affordable and comfortable, no matter what the customer’s budget is. 

Trust

Trust between an auto repair shop and vehicle owners is paramount. Not only can it make the repair process smoother for all parties during the repair, but it also contributes to building a lasting relationship for future repairs. A customer is more likely to trust you when you have demonstrated that you can create an experience that is convenient, comfortable and transparent. 

Digital vehicle inspections (DVIs) are a great opportunity to educate vehicle owners on the health of their car by providing them with recommended repairs accompanied by photos and videos. Through DVIs, technicians can offer a holistic, transparent evaluation of the customer’s vehicle by highlighting both areas in need of repair and parts that are working well. The result? Customers can gain a better understanding of the technician’s findings, making them more likely to approve work – and return for future repairs. 

Loyalty

Prioritizing customer convenience, comfort and trust contributes to an enduring sense of customer loyalty. Building loyalty drives your shop’s bottom line in the long term. A good experience for one vehicle owner can lead to a domino effect within their personal network, as they return for future repairs and make referrals to others. Therein lies the hidden gem of long-standing, thriving businesses: strong customer loyalty. 

One of the ways to strengthen customer loyalty is through education and clear communication. Our integration with MotoVisuals demonstrates Tekmetric’s commitment to education and clear communication by showing customers what is wrong with their vehicle instead of simply telling them. Informing vehicle owners about the health of their car accompanied with pictures and educational videos creates a dynamic that is forthcoming, honest and geared towards educating the customer while also ensuring the car gets repaired. 

A customer-centric approach can drive your shop’s performance and establish an excellent customer experience. Use these four pillars – convenience, comfort, trust and loyalty – to drive your shop, and you will create a seamless experience for your customers from start to finish. Whether it’s meeting them where they are financially or educating them about a repair, you can establish a consistent, excellent experience that attracts and retains loyal customers now and far into the future.

4 Ways to Create a Better Auto Shop Customer Experience

September 3, 2024

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