How to Simplify the Checkout Process With Auto Repair Shop Invoice Software

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October 26, 2023

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Read time: 3 min

While it’s important to focus on customer service and providing reliable repair work, your shop’s entire repair process, from beginning to end, should be consistent. If your shop has stellar processes for greeting customers, writing estimates, selling work, and completing work, you can stick the landing with a solid check out process.

If done the right way, your shop’s invoicing process will enhance the efficiency in your shop while leaving a positive, lasting impression on customers.

The invoices your shop hands out are a representation of how transparent your shop is. Your customers will gain visibility into exactly what they’re paying for. And the more they can understand an invoice, the more they can answer the question we’ve all asked ourselves when we’re customers, “Okay, what am I paying for?”

So, why not end on a strong note? Make your shop’s customers feel more at ease with easy-to-understand invoices.

Here are four ways to simplify your shop's invoicing process.

1. Standardize Your Invoicing Process

A steadfast workflow should carry through from the moment your customer’s walk in to the moment they drive away. If your shop is using an on-premise auto repair shop invoice software, then you’re stuck at the main computer unable to leverage tablets or phones for greater flexibility. Having the ability to move around the shop is a huge advantage in the auto repair world.

Keep Jobs Moving With a Streamlined Workflow

Streamlining your shop’s processes into a simplified workflow help your team more effectively manage their current workload, but also provide the capacity to take on more jobs.

By investing in one cloud-based shop management system, every one of your shop’s processes can be synchronized so that you don’t have to rely on several different programs or a separate disparate auto repair shop invoice software.

Click Into A Repair Order and Send an Invoice  

When your shop’s technicians have finished all approved repair work, your service advisor should be able to see the work on a digital system. And with a shop management system that includes a built-in invoice feature, your service advisors should be able to send the invoice directly to your customer from that same interface.

2. Eliminate Tedious Tasks

By simplifying the movement of information from the estimate to the invoice, you can set your team up for success. With traditional methods, a lot of your team’s time is spent doing repetitive tasks, moving information over from one form to another.

When that information is first put into a digital system, it can be auto-populated for you and save your technicians, service advisors, and customers time.  

Default Inspections

With default inspections, shops can set a default inspection template that will be automatically applied to every vehicle that comes into your shop.

Service advisors won’t have to spend time searching for your shop’s standard inspection every time they build a new repair order. Plus, technicians will have a standardized inspection to work off of, ensuring that every vehicle is thoroughly inspected to the same standard with the same level of care.

This not only saves both your service advisors and technicians time, but it also helps to improve the accuracy of your inspection reports while delivering an exceptional customer experience, built on a foundation of trust.

Send And Receive Payments Instantly

With the right auto repair shop invoice software, your entire payment process should be easy—from calculating the balance due, sending it off to your customer, and collecting the payment.

Why force customers to pay you right at the time and point of sale? We're living in the future, and we're already paying for pizzas over the phone. Modern shop management platforms give your shop advanced tools like text-to-pay or buy now, pay later options so you can get paid instantly and easily.

3. Meet Customer Expectations

71% of customers have said that they genuinely want a consistent experience with a business, but only 29% say they get it.

And when it comes to auto repair shops, unfortunately, most customers don't have the best expectations. Cars are expensive, complicated, and noisy, and there's a lot going on under the hood that most people don't understand.

That's why it's so important for your auto repair shop to build that trust with your customers, to help them feel that your company is offering them truthful recommendations, not just upsells for a quick buck.

To build that trust with your customers, each aspect of their appointment should be consistent and dependable, down to how their invoice is presented.

Provide Your Customers With Options

Part of providing a noteworthy customer experience is giving them options. You’ll want to look for a shop management system that lets you see if customers are in the shop or have stepped away so that your team knows whether they should send them the invoice or talk to them in the lobby.

You should be able to send the invoice over text or through email. And if they want a paper copy, you should be able to print it straight from the software.

Show Future Service Recommendations

Another part of building trust with your customers is helping them remember when it may be time for maintenance work or an upcoming repair.

During the inspection process, a technician may find a budding issue like a belt or brake pads that are starting to wear thin.

While these findings may not require immediate attention, the service advisor should still be able to review these findings with the customer and give them the option to decline and save for a follow up.

Protect Your Business

With a built-in invoicing system, you can protect your bottom line, your margins, and your data. And like we mentioned before, with buy now, pay later options, your shop will even be protected from potential chargeback fraud.

Give your customers a modern experience

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.

Investing in an invoicing system is important, so you’ll want to make sure it’s a long-term fit for your business with the right foundation. That's why its critical to look for the right cloud-based shop management system.

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

FAQ

similar articles

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. 

Tekmetric just revealed two new tools to help shops win more customers and run a more efficient front desk. Get the full story. Watch the on-demand webinar now.

Generating new business in auto repair is hard. The industry is projected to grow just 2% over inflation annually over the next five years. The average American has 15 auto repair shops within 10 miles of their home, according to Tekmetric's internal data, meaning competition for every new customer is fierce. And across multiple industry surveys, roughly two-thirds of drivers say they don't fully trust their local repair shop — making it that much harder to win them over. The result: only one in 10 shops both grows and hits profit margins of 20% or higher. 

"We know the competition to win new customers is fierce,” said Lauren Langston, president and COO, Tekmetric. “That means we need the right strategies and the right tools in order to do it."

Tekmetric's data shows that winning shops consistently focus on four outcomes: car count, average repair order (ARO), driver experience, and cycle time. Two new Tekmetric products — Tekmetric Digital Ads and Tekmetric Phones — are built to move the needle on all four.

Tekmetric Digital Ads

Winning new customers starts with being found. Tekmetric Digital Ads is an AI-powered add on that helps your shop show up where high-intent drivers are already searching for auto repair on Google Maps and Apple Maps. Because it connects directly to Tekmetric, you can see exactly how your ad spend translates into real revenue, not just clicks.

"It's really hard to see what's working. One of the superpowers of this product is that it's connected directly with Tekmetric," said Jared Haleck, chief product officer, Tekmetric.

Tekmetric Digital Ads is in early access now and rolling out to selected customers.

Tekmetric Phones

Every missed moment at the front desk has a cost. Tekmetric Phones gives your service advisors the customer context they need — instantly, the moment the phone rings — so they can spend less time looking things up and more time taking care of customers.

"Service advisors especially are loving it,” Haleck said. “It just saves them so much time. It creates so much convenience for them.”

Tekmetric Phones is in beta, available for customers on RingCentral.

Watch the On-Demand Webinar

Langston and Haleck walked through all of it — the industry data, live product demos, and what's coming next — in their webinar, "Building for the Results-Driven Repair Shop."

The recording is available now. If you want to see exactly how these tools work and what they can do for your shop, this is the place to start.

How Winning Auto Repair Shops Stay on Top

May 11, 2026

Read time: 3 min

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Every vehicle that rolls into your shop is an opportunity to protect a customer's family, uncover real problems before they become roadside emergencies, and build the kind of trust that earns repeat business—but only if your team catches what matters every time.

A consistent inspection process is how shops do that. And when you pair it with the right tools, it pays off: Tekmetric shops using Digital Vehicle Inspections (DVIs) average $741 per repair order, compared to $612 without them.

Below, you'll find a downloadable 100-point vehicle inspection checklist, a breakdown of what every technician should check, and an overview of how digital vehicle inspections can sharpen your workflow.

Printable vehicle inspection checklist (PDF)

Free Download: Download our comprehensive vehicle inspection checklist (PDF) to use in your shop.

Vehicle inspection checklist template.

100-Point vehicle inspection checklist

A full inspection covers every system that affects safety, drivability, and reliability. The comprehensive 100-point checklist below gives your technicians a strong baseline they can follow on every repair order.

Vehicle intake

  1. Log the VIN and license plate to confirm the vehicle's identity and match past service records.
  2. Record odometer reading in and out.
  3. Note customer-reported concerns and the reason for the visit.
  4. Document the fuel level at drop-off.
  5. Check for open safety recalls tied to the VIN.
  6. Gather customer contact information.

Exterior condition

  1. Check the body for dents, scratches, and any signs of damage.
  2. Inspect the bumpers front and rear for cracks, loose mounts, or impact marks.
  3. Confirm the license plate is secure, legible, and properly mounted.
  4. Note any rust, paint issues, or trim damage.
  5. Inspect fenders, rocker panels, and body panel alignment.
  6. Inspect glass, windshield, and mirrors for chips, cracks, or pitting.
  7. Check door handles, hinges, and weather stripping.
  8. Inspect child safety locks.
  9. Inspect the trailer hitch.

Lights and electrical

  1. Headlights on low and high beam.
  2. Taillights and brake lights.
  3. Turn signals front and rear.
  4. Hazard flashers.
  5. License plate lights and dashboard illumination.
  6. Reverse lights, fog lights, and daytime running lights.
  7. Interior dome, map, and courtesy lights.
  8. Any warning light that's illuminated on the dashboard. A check engine light, ABS warning, or airbag indicator tells you where to focus diagnostic time.
  9. Battery voltage, terminals, and charge/discharge load test.
  10. Alternator output and starter draw.
  11. Ignition switch and accelerator pedal function.
  12. Horn operation.

Tires and wheels

  1. Check tire pressure on all four tires plus the spare.
  2. Measure tire tread depth.
  3. Check for uneven wear patterns that can point to alignment or suspension issues.
  4. Inspect sidewalls for cracks, bulges, or embedded objects.
  5. Check valve stems and caps for leaks or damage.
  6. Review the tire DOT date code for age.
  7. Verify wheel condition, lug nut torque, and hub cap security.
  8. Check the spare tire, jack, lug wrench, and locking wheel lock key.
  9. Confirm the tire pressure monitoring system (TPMS) is functioning.

Brake system

  1. Check brake pads for thickness and wear patterns.
  2. Inspect rotors for scoring, warping, or excessive wear.
  3. Examine brake drums and shoes, if equipped.
  4. Check brake calipers for sticking, leaks, or damaged boots.
  5. Check brake fluid level and condition at the master cylinder.
  6. Examine brake lines and hoses for cracks or leaks.
  7. Test parking brake function and adjustment.
  8. Evaluate overall brake pedal feel, travel, and pulsation.
  9. Verify ABS sensors, wiring, and warning light operation.

Steering and suspension

  1. Inspect the steering wheel for play and responsiveness.
  2. Check steering column and intermediate shaft for looseness.
  3. Check power steering fluid level and condition.
  4. Examine tie rods and ball joints for wear.
  5. Check struts for leaks or damage.
  6. Inspect shock absorbers for proper dampening and leaks.
  7. Check CV boots and axle shafts.
  8. Inspect wheel bearings for noise or excessive play.
  9. Inspect sway bar links, bushings, and control arms.
  10. Look for uneven ride height or sagging that can indicate a failing spring.

Under the hood

  1. Check the battery capacity.
  1. Check engine oil level and condition.
  2. Check the oil filter for leaks and proper seating.
  3. Inspect transmission fluid.
  4. Check coolant level, condition, and the cooling system for leaks.
  5. Inspect brake fluid, power steering fluid, and washer fluid reservoirs.
  6. Inspect the battery, cables, and hold-down hardware.
  7. Examine the serpentine belt and any drive belts for cracks, glazing, or fraying.
  8. Check all hoses for soft spots, swelling, bulges, or leaks.
  9. Inspect the engine air filter and cabin air filter.
  10. Check the fuel filter, if serviceable.
  11. Inspect the PCV valve and evaporative emissions components.
  12. Check the radiator and condenser fins for debris or damage.
  13. Check engine and transmission mounts.
  14. Look for oil leaks at the valve cover, oil pan, and gaskets.
  15. Test the spark plugs and ignition components.
  16. Inspect air intake.
  17. Inspect fuses.

Under the car

  1. Check the exhaust system for leaks, rust, and damaged hangers.
  2. Inspect the muffler, resonator, and heat shields.
  3. Inspect fuel system components, lines, and the fuel tank for leaks or corrosion.
  4. Look at the transmission and differential housings for leaks.
  5. Check the oil pan and drain plug for seepage or stripped threads.
  6. Examine the frame, subframe, and undercarriage for rust or impact damage.
  7. Check emissions-related components like the catalytic converter and oxygen sensors.
  8. Inspect the driveshaft, U-joints, and center support bearings.
  9. Verify skid plates and underbody shielding are secure.
  10. Scan the ground under the vehicle for any fluid drips or leaks.

Interior and safety equipment

  1. Test seat belts for retraction, fraying, and buckle function.
  2. Confirm airbag and supplemental restraint indicators clear properly.
  3. Inspect windshield wipers and wiper blades for streaking or splitting.
  4. Test washer fluid spray on the windshield and rear glass, if equipped.
  5. Inspect interior warning lights.
  6. Check AC, heat, and all fan speeds.
  7. Test front and rear defrosters.
  8. Inspect infotainment displays and systems.
  9. Test door locks, power windows, and the key fob.
  10. Inspect driver-assist systems, backup camera, and parking sensors.
  11. Inspect lane departure systems.

Road test

  1. Confirm smooth engine start and stable idle.
  2. Evaluate transmission shift quality and clutch engagement, if manual.
  3. Test braking response, pedal feel, and stopping distance.
  4. Listen and feel for suspension noise, vibration, or harshness.
  5. Check cruise control and driver-assist system operation.
  6. Note any dashboard warning indicator, abnormal smoke from the exhaust, or unusual vibration that appears during the drive.

What are digital vehicle inspections (DVIs)?

Paper inspection checklists worked for decades, but they come with real costs: illegible handwriting, lost sheets, no documentation, and frustrating back-and-forth among the technician, service advisor, and customer.

Digital Vehicle Inspections change that. With Tekmetric, your technicians perform the inspection on a tablet or phone, attach photos and videos of anything that needs attention, and send a vehicle health report straight to the customer's phone.

Here's what that looks like in practice: A technician notices worn brake pads on a 2019 Toyota Highlander. Instead of writing a note the customer may not understand, the technician snaps a photo of the worn pad next to a new one, records a short video, and marks the task red for immediate attention. The service advisor builds the estimate and texts it to the customer. Whether they're an in-store customer in the waiting room or at work across town, the customer approves the job with a digital signature.

Tired of piles of paper inspections? Upgrade your shop with digital vehicle inspections. Send inspections to the customer for approval with the visual proof needed to close the deal.

Why car inspections matter

Every car owner is counting on your team to catch what they can't see. A consistent inspection process gives your technicians a repeatable way to do exactly that on every repair order, every time.

Inspections also drive revenue. When you document a vehicle's condition clearly with photos and notes, customers understand exactly what their car needs and why. They approve more of the work they genuinely need when they can see the evidence.

Build customer trust with digital vehicle inspections

A great inspection process isn't about checking boxes. It's about giving every vehicle owner a clear, honest picture of their car's condition so they can make informed decisions about their safety and their budget. When your shop pairs a thorough inspection process with a digital tool like Tekmetric's DVI, you give your team the speed and consistency they need and your customers the transparency they want.

Your next inspection starts with the right checklist. Download the free 100-point vehicle inspection checklist or upgrade to digital vehicle inspections.

Free Vehicle Inspection Checklist (Printable PDF)

April 22, 2026

Read time: 3 min

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