Data In the Bays: How Metrics Can Elevate a Technician’s Performance

Daniel Medrano

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August 1, 2024

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Read time: 3 min

When it comes to efficiency in an auto repair shop, a technician’s expertise and performance are paramount. The service advisor might be the face who interacts directly with vehicle owners, but technicians are the eyes and ears – the “pistons” – that run the whole system. As a technician, your ability to complete your day-to-day jobs efficiently and effectively is crucial to the shop’s overall performance.

Using data can help you maximize your own profitability as well as the shop’s. From identifying the problem to performing the diagnosis and completing the repair, data can significantly elevate your performance. Simply put, when you accurately and comprehensively leverage the data available through a system like Tekmetric at every step of a repair, you are going to perform more efficiently – to the benefit of the shop and your own career.

Concern: Ensure accuracy with data to identify the problem

When a vehicle is brought in with an initial concern, data can help you better respond to the customer’s needs communicated by the service advisor. By intentionally reviewing the data collected by the service advisor, you can better understand the reason the customer has brought the vehicle in for repair and ensure your diagnosis can uncover the true cause of the problem.

With Tekmetric, your job board and all the data it includes is your key to success. In fact, you can consider it your “digital clipboard,” as it includes all the details you need in one place. The job board shows approved estimates as well as completed work – so it’s your window into how efficiently you are addressing customer concerns, bottlenecks in the repair process and more. This tool enables you to follow up on questions or additional details so your service advisor can communicate with the customer. This in turn drives efficiency within the shop as you can ensure the customer’s concern is addressed promptly and correctly.

‍Cause: Utilize digital tools to make the correct diagnosis

Once a problem has been identified, you can also leverage data via digital vehicle inspections (DVIs) to document diagnoses and show the exact cause of the problem. This includes making thorough notes, including photos and videos and showcasing other issues you find that could need additional repairs. By leveraging digital tools to complete thorough inspections, you can become a diagnostic wizard, solving problems faster and more efficiently. This not only translates to happier customers who get their cars back sooner, but also lets you sell more work, boosting your productivity and earning potential.

The most important part of the digital vehicle inspection is clear photos and videos. By including the right number of photos in your inspection, you can educate your customer on their vehicle’s performance. However, be sure not to overwhelm the customer with information. Tekmetric has found that 6-8 photos on average is the sweet spot, although this may change with your customer base. 

A detailed DVI complete with photos allows the customer to review and approve the jobs they need the most, while planning for repairs that may come up in the future. As a result, you can educate the customer on the cause of their concern, share additional details if needed and simplify the communication process for you and the service advisor – ultimately increasing the average repair order (ARO).

Correction: Control the tempo of the shop’s workflow during repairs

Now that you have identified the problem, it’s time to complete the repair. As you work through your repair list, you can also use key metrics and information available on your job board to ensure you – and the shop overall – are working efficiently. For example, you can follow up with your service advisor on jobs you have inspected but are not approved for repairs. This helps drive the shop’s efficiency, so you can complete the work and get the car out of the shop to move onto the next one.

The other important aspect of the repair phase is collaborating with other technicians to better leverage each technician’s unique strengths and weaknesses. For example, if your specialty is brake replacements, you can work with your team to ensure you work on brake-related repairs. This helps streamline those repairs to you – the expert – so you can complete them faster and at a higher quality. In turn, the shop streamlines its overall processes, leading to more profit for the shop and for you.

Technicians are a critical part of a shop’s operations – but your role is not just limited to the actual repair. You can become even better in your role by using data throughout the customer experience: from the initial problem and diagnosis until the customer walks out with a fixed vehicle. In fact, utilizing data from the minute the customer walks into the shop leads to better diagnoses and more successful repairs. Learning how to use data correctly can help you perform at a higher level, ultimately increasing the profitability of the shop and growing your own paycheck.

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FAQ

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Smart Jobs is a revolutionary new way to build jobs in Tekmetric with just one click. Shop management software, at its core, is meant to help you build jobs, and we wanted to streamline that process as much as possible. So that’s what we did!

Your typical repair order may have one or more jobs packaged together. Usually that requires a lot of clicking around to find the right labor rates, and the right parts, sourcing the parts you don’t have, and applying the right markup matrices, over and over again.

That means an extra click for every single step. If you ask us, that’s too many clicks.

The reality is that all shop management systems require far too many actions for what really should be a one-click process. 

When we set out to create Tekmetric, we set out to revolutionize the independent auto repair industry. We wanted to simplify, yet maximize the work your shop does.

We’re certain you’ll love how much Smart Jobs does just that.

"Smart jobs is a must have, it'll speed up your service writing by a huge amount.” - Chris Chagnon, COO at the Cardinal Plaza Shell

Role-based visibility means each person in your shop sees the numbers and screens their job actually requires, and not the ones it doesn’t. A technician sees their job queue, their assignments, and their hours. A service advisor sees the estimates, inspections, and customers in front of them today. A store manager sees one whole shop. An owner sees the whole portfolio.

Most multi-location operators get this half right. They are careful about what people can do and less careful about what people can see.

Visibility is not the same as permission

Permissions answer a question about authority: who can apply a discount, who can unpost a repair order, who can change a labor rate. That is worth getting right, and it gets harder with every location you add.

Visibility answers something different: whose attention is this number worth?

You can get every permission toggle exactly right and still hand all four roles the same crowded screen. Nobody's data is at risk in that setup, but everybody's attention and time is at stake.

One test that sorts almost every case

Ask this about any number, report, or screen: can this person affect the outcome and improve the bottom line?

If yes, they should see it daily, and without having to ask anyone for it. If not, showing it does not create accountability. It creates noise, and eventually the habit of ignoring the screen altogether. A technician staring at portfolio gross profit is not empowered. They are distracted from the numbers they own.

Run that test role by role to discover whether your employees have the right information in front of them.

What each role needs to see

Technicians

Needs: their job queue and assignments, hours logged against each job compared with the labor guide, parts status on jobs they are about to start, and the inspection findings they documented.

Doesn't need: portfolio revenue, shop-level gross profit, and another technician's hours or pay.

A technician's ability to make an impact on the shop's bottom line is entirely on the car in front of them. Hours and parts availability are the two things they control, and parts is the one operators most often overlook — a technician who can't see whether a part is on the shelf starts jobs they can't finish.

"It's also great to be able to see approved work and hours, and it helps us keep track of our hours efficiently."
-Anecia Lewis, Tekmetric G2 review

Service advisors

Needs: the full job board for today, inspection results the moment the technician finishes them, complete customer history including declined work, and their own close ratio.

Doesn't need: other locations' performance, portfolio-level financials, and payroll.

Close ratio is the one to sit with. It is the number advisors most directly control, and the one most of them have never been shown. An advisor who doesn't know their own close ratio has no way to tell a slow week from a presentation problem.

Advisors also need one view that reaches past their own role: the technician job board. Not to manage technicians, but to route work.

"Another feature I value is the ability to view the job board for technicians, which lets me plan more effectively and assign vehicles to technicians who could use additional hours."
-Verified service advisor, Tekmetric G2 review

Store managers

Needs: their shop, completely, including car count, ARO, close ratio by advisor, technician efficiency, work-in-progress aging, discounts applied, and end-of-day reconciliation.

Doesn't need: the other locations, unless comparing locations is genuinely part of the job.

This is the one most operators get backwards. Portfolio visibility feels like a gesture of trust, and it quietly changes the conversation: a manager judged on one shop who can see five shops will start explaining their own numbers by pointing at somebody else's. Give a manager the shop they are accountable for, and the discussion stays on their side of the desk.

Multi-location owners and ops leaders

Needs: the spread. Every location side by side on the same metrics, with the ability to drill into one shop, one advisor, or one date range when something looks off.

Doesn't need: individual repair orders, most days.

The temptation at this level is to use full access to go back to running a shop. Owners should assess the gap between their best location and the worst one — a rising portfolio average can hide one store sliding backward.

Owners who have done this describe the payoff in ordinary terms:

"Everything is online — I can work from home or at any of the terminals at any shop. I am able to set up different levels of access depending on the employee's position."
-Verified multi-shop owner, Tekmetric G2 review

Both ways to get it wrong

Too much visibility costs you attention and, at the edges, discretion. Picture a technician scrolling past their own approved hours to reach a portfolio gross profit figure they can't act on, next to payroll data they were never meant to see. A screen that should have taken four seconds to read took 40, and the habit of skimming past it starts that day.

Too little costs you speed, and it costs more than operators expect. Advisors wait on approvals for information they should already have. Managers can't make a call on their own shop without phoning the owner. And technicians start work they cannot finish:

"Technicians can simply see if all parts are now in inventory or if we are waiting on them, keeping them from wasting time starting a job we're not ready for."
-George, verified user, Tekmetric G2 review

How Tekmetric scopes visibility by role

Tekmetric is an all-in-one auto repair platform, allowing multi-shop auto repair operators to configure role and visibility together rather than as two separate projects.

New employees start from a default role — owner, manager, service advisor, or technician — each with granular permissions you can adjust, set up once and applied consistently at every location. Technicians see their job queue, their assignments, and their hours. Advisors build estimates, communicate with customers in front of them, and take payment. Managers get what they need to run their shop without touching another location's data. Owners see the full portfolio in real time from a single login.

The Job Board is where the advisor's view lives, sorting active work into estimates, work-in-progress, and completed. The Tech Board gives advisors and managers a live read on every job by technician, with status and labor hours, while technicians update status from their own device instead of walking to the front desk.

At the portfolio level, one dashboard carries ARO, car count, close ratio, gross profit, and technician efficiency for every location, filterable by shop, advisor, and date range. That filtering is what makes the same dashboard work for two different jobs: the portfolio view for an owner, one store for the person running it.

"The amount of information that is available to the front desk, the service advisor, and the technician at a glance is very impressive, and the functionality of it together is great."
-Moises M., guest service representative, Tekmetric G2 review

The takeaways

Getting this right is unglamorous configuration work that pays out as speed. Here are three things to do with it:

  • Run the test on every role you have. For each number on their screen, ask whether that person can change it.
  • Give each role their own scope by default. Don't overload roles with information or data. Provide what they need and can impact.
  • Show your advisors their close ratio and your technicians their hours. Those are the two role-level numbers with the most direct line to ARO, and they are the two most often left switched off.

Then get out of the way and let each person look at the thing they can actually fix.

Tekmetric is pleased to announce that our co-founder Sunil Patel has been selected by Houston Business Journal as one of Houston’s Fifty Most Admired CEOs of 2020.

“I want to thank Houston Business Journal’s Publisher Bob Charlet, Editor-in-Chief Giselle Greenwood, and the entire HBJ staff for including me on this year’s list,” says Sunil.

Most of all, I want to thank my awesome team at Tekmetric. A CEO can’t be successful without the feedback and support of their team. Our team works hard every day to meet the needs of thousands of shop owners across North America. Our mission is to empower shop owners to make their business successful for them, their teams, and their guests. Shop owners deserve to be admired CEOs, too.

Visit Houston Business Journal to see a full list of 2020’s Most Admired CEO Finalists

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Tekmetric Makes Top CEO List

March 17, 2022

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