No items found.

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

|

July 25, 2024

|

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

More articles

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.

We’ve all fallen under a “fear of the unknown” spell—whether it stems from waiting for your doctor’s results to come back, or not hearing that check-in text alert from your kid while they’re out with friends. The waiting game can cause our imaginations to run wild with thoughts of “what-if’s.”

Similarly, auto repair customers like the ability to see what’s getting done to their car, if any additional issues were found, and exactly where their car is in the repair process. You can build customer loyalty and enhance your customer service by giving them the ability to see and confirm that everything is going smoothly and according to plan with their vehicle repairs.

Visibility and transparency go beyond just shop-to-customer; it also helps bridge imagination and productivity gaps within your shop.

We can't deny it, we're customer obsessed. That's why we went out of our way to visit shop owners who rely on Tekmetric every day! And part of why we're so customer-obsessed is because of how much our customers love Tekmetric, and its ability to empower shops.

That's why we’re celebrating another season as the leaders in the industry for shop management software!

Once again, for the third time in a row this year, G2 users have chosen Tekmetric as the leading solution for managing and revolutionizing their independent auto repair shop.

Tekmetric Chosen as the Clear Industry Leader

For their latest round of awards, Tekmetric was chosen as a clear industry leader for auto shop management software for the third time this year.

‍

‍

We've said it before, and we'll say it again, this is all because of shops like yours!

All the amazing independent shops that do great work every day with Tekmetric, the shops that keep people's vehicles safe and reliable. The heroes that get their customers back on the road every single day!

We were just chosen because you all love us so much!

There’s Always More to Come!

Thank you! Thank you for partnering with us, and thank you for helping us create the best possible solution for running an independent auto repair shop!

We're excited to be awarded and regarded so highly, and we strive to keep that level of excellence and support at every step in your shop.

Tekmetric is always being updated, and we’ll never stop working with and supporting shops to help them run efficiently and with fewer headaches, so you can focus on doing what you love!

×
Book your free demo with Tekmetric