How to Get the Most Out of Your Shop Management Software

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September 6, 2022

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Read time: 3 min

Alex recently sat down with Ratchet + Wrench Radio to discuss a whitepaper she authored on how shop owners can identify inefficiencies in their shops. During the conversation, she discussed how shop owners can recognize these inefficiencies and fix them with shop management software.

Here are some of the highlights from the podcast.

The Challenge: Managing on Your Data

Alex Bunkers: "The saying time is money is no truer than in the automotive industry.

You're literally charging people time. I don't know of a single shop owner that would say they love having to dig through a file cabinet to find an old RO or a purchase order, and it's hard to keep track of tech hours on a journal or spreadsheet (which, we have some shops that come to us doing that).

So having a shop management system allows you to stop spending time in your business and more time on your business—or just more time at home or on vacation with your family."

The Solution: Customizable, Real-Time, Data-Driven Reports

As any shop owner knows, running a business is an art and a science. Yes, shop owners need to listen to their intuition, but they also need to follow the data.

Tekmetric generates several real-time reports that help shop owners track their key metrics for specific date ranges.

  • End-of-Day Reports: Shop owners can get a clear view of their Average Repair Order (ARO), Car Count and other key stats
  • Real-Time Service Writer Sales Reports: Shop owners can see key performance metrics for service writers such as how much work each service writer has closed.
  • Profit Details Reports: Shop owners can drill down into how much they’ve profited from their repair orders.

As service advisors punch key repair details into Tekmetric, the system tracks it all, and then generates real-time reports.

Tekmetric saves shop owners time spent calculating their metrics, so they can instantly access insights and spend more time thinking through what those numbers tell them.

By taking their time back, shop owners can grow their shops faster and more methodically."

The Challenge: Scattered Workflows

Alex Bunkers: “You probably do have some idea if you work in a shop what your bottlenecks are. But before you start, evaluate where your bottlenecks are formally. I would start, actually, with breaking out all the processes in your shop into two tracks.

The first one being all of your customer-facing things and kind of a step-by-step of what your customer goes through.

And that's something we like to call the customer journey. For most shops, this is probably going to look something like vehicle drop off, DVI and diagnosis, send the estimate approval, order parts, right, all the way through to payment and pickup. T

he second track would be all the back office things you do, your inventory audits, parts reconciliations, right, things that aren't part of the customer journey."

The Solution: Tekmetric's Job Board, Tech Board, and DVIs.

With streamlined workflows, auto repair shop teams are more unified. They can collaborate from one central hub, all while playing to their unique strengths.

Shop management software with workflow features, like Tekmetric, simplifies the process of streamlining workflows. Shop owners can set up manageable, trackable, adjustable workflows that minimize communication gaps and inefficiencies.

Tekmetric offers three main workflow tools for shops: the Job Board, the Tech Board, and DVIs.

The first is the Job Board, which gives service advisors a whiteboard-esque view of every repair order moving along at the shop, so they can track the progress of each repair and everything is humming along smoothly.

Next, there’s the Tech Board, which shows service advisors what’s on each technician’s repair to-do list and how far along they are with their assigned tasks, so they can know which technician is free to take on the next repair.

Finally, with digital vehicle inspections (DVIs), technicians can pinpoint issues and suggest necessary repairs, send the information to service advisors to create estimates, and then send the estimates directly to customers’ devices.

These three workflow features help service advisors and technicians reduce miscommunication and stay organized.

The Challenge: Measuring Short and Long-Term Performance

Alex Bunkers: “When you don't track metrics or take a serious role in orchestrating your customer journey, you're leaving money on the table.

We've worked with thousands of shops during my time at Tekmetric and I definitely notice a correlation between the annual sales of the owners who are actively involved in the operations, building the structure, training their teams, and tracking metrics, versus those who are having a hard time just staying on top of everything.

So, sometimes you have to make yourself slow down to speed up."

The Solution: Measuring by the Metrics

Let’s look back one more time at the importance of analyzing the data. It only takes an hour each week, or two hours every other week, to dive deep into real-time reports and monitor how things are going.

For example, spending a few minutes each day just to thoroughly analyze the End-of-Day Report can yield a wealth of insights into how to make more money for your shop and take back time in other parts of the day.

Examining the data makes it easier to know how your shop is doing on a daily, weekly, monthly, quarterly, and yearly basis, and course-correct more intentionally as needed.

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

FAQ

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A customer trusts your shop. They've been coming for years. They know the waiting room. They trust the advisor who always explains things clearly. They never worry about the estimate.

Then they move across town, stop into your newest location, and it is a different experience altogether. The inspection isn't the same. There are pricing discrepancies among shops. And, perhaps worst of all, an advisor might have no idea they're dealing with a loyal customer.

That's the hidden cost of growth. Every location that is added is another chance for the customer experience to shift, and customers notice changes fast. For multi-shop operators, a consistent customer experience isn't a branding nicety. It's the thing that lets a customer trust the name on the building instead of the people inside it.

Consistency for customers: A consistent customer experience across locations means every shop delivers the same inspection process, pricing logic, communication, and recognition of a returning customer, regardless of which location they visit. It's achieved by standardizing workflows and centralizing customer data on one platform, rather than relying on each location to run things its own way.

Why consistency gets harder with every location you add

At one shop, consistency is almost automatic. You set the tone, you know the regulars, and your team absorbs your standards by working next to you. None of that scales. At three or five or 10 locations, the owner can't be everywhere, tribal knowledge doesn't transfer, and each shop starts developing its own way of doing things.

The drift is rarely dramatic. It's a technician at one location skipping a courtesy inspection step. It's one advisor quoting brakes $40 higher than another. It's a returning customer being treated like a stranger because their history lives at a different store. Individually small. Collectively, they add up to customers who can't predict what they'll get, and unpredictability is the opposite of trust.

The four places customer experience breaks first

When experience drifts across locations, it almost always starts in the same four places. Fix these and you've fixed most of the problem.

1. The inspection

The digital vehicle inspection (DVI) is where customers form their opinion of your shop. It's the moment they see what's wrong with photos and video instead of taking your word for it. If one location runs a thorough inspection with images and another does a quick once-over, customers get two completely different impressions of how careful your brand is. Standardizing the inspection is the single highest-leverage consistency move a multi-shop operator (MSO) can make. See how a strong DVI strategy drives approvals and trust.

2. Pricing and the menu of jobs

Nothing erodes trust faster than a customer discovering the same repair costs more at one of your locations than another. When labor rates, parts pricing, and common ("canned") jobs are set independently at each shop, that gap is inevitable. Consistent pricing logic across locations keeps a customer from feeling penalized for walking into the wrong door.

3. Customer history and recognition

Customers expect the businesses they frequent to remember them. Every major retailer can see what you bought and where, no matter which store you walk into. Auto repair customers have the same expectation now. If a loyal customer's records are trapped at the location where they were created, your newest shop can't see the declined brake job from last spring or the maintenance that's now due. Shared history is what lets any location pick up the relationship where the last one left off. Learn how Shared Customer History works.

4. Communication

How you reach customers, texts for approvals, inspection links, status updates, sets the tone for the whole visit. If one location texts photos and estimates within minutes and another still calls and describes problems over the phone, customers experience two different service standards under one brand. Consistent communication templates and channels keep the voice of your business the same everywhere.

How multi-shop software makes consistency the default

Here's the shift: consistency shouldn't depend on every location choosing to do the right thing. It should be built into the system they all work in. That's what a true multi-shop platform does. It turns your standards into settings, so the right way is simply the way the software works.

With Tekmetric Multi-Shop, operators standardize DVIs, canned jobs, pricing, and discounts across every location from one place, so a repair order opened at any shop starts from the same playbook.

Shared Customer History connects customers across shops, so any location can view a customer's full history, declined jobs, past service, contact info, without re-entering it or treating them like a first-timer.

And because everything runs on one login with a portfolio-wide dashboard, owners see how each location is actually performing in real time, not just revenue, but the operational habits that shape the customer experience. When a location starts to drift, you can see it and coach it before customers feel it.

Why it matters: Standardization isn't about making every shop identical for its own sake. It's about making a promise to customers, the same care, the same clarity, the same recognition, that holds no matter which of your locations they choose. That promise is what turns multiple shops into one trusted brand.

What it looks like when it works

Leroy Ingram, who runs Ooroo Auto Care, put the visibility side of it plainly:

"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. That's not something I had before."
— Leroy Ingram, Ooroo Auto Care

That's the operational backbone of consistency: when an owner can see every location clearly, standards stop being a hope and start being something you can actually manage.

Where to start

You don't have to fix everything at once. If you're feeling the drift, start with the highest-impact standard and work down.

  • Standardize your inspection first. Set one default DVI template so every vehicle at every location gets the same thorough treatment.
  • Align pricing and canned jobs so the same repair costs the same across shops.
  • Connect customer history so any location can recognize and serve a returning customer.
  • Standardize communication so approvals, estimates, and updates feel the same everywhere.

Do those four things and you'll close most of the customer experience gaps between your best location and your newest one.

In today's fast-paced digital world, connecting with your customers isn't just about turning wrenches; it's about building relationships. For the automotive industry, email marketing can be a powerful marketing tool.

A well-executed email marketing strategy can transform your auto repair business, driving new customers through your doors and fostering customer loyalty among your existing clients.

What is Email Marketing?

At its core, email marketing is a form of digital communication that enables businesses to send messages directly to a group of people via email. Think of it as a personalized billboard delivered straight to your customer's inbox.

Unlike broad social media blasts or expensive Google ads, email marketing offers a unique opportunity to tailor your message to specific segments of your email list, making your communications more relevant and impactful. It's a key component of any effective automotive repair marketing plan.

Why Auto Repair Shops Should Use Email Marketing

Many auto shop owners might wonder if email marketing is truly worth the effort. The answer is a resounding "yes!" In an industry built on trust and relationships, email marketing serves as an invaluable tool for nurturing customer relationships. Here are some of the top benefits of email marketing:

1. Cost-effective

Email marketing is very cost-effective. Compared to traditional advertising methods, the return on investment (ROI) for email marketing is often significantly higher. You're reaching a targeted audience that has already shown some interest in your services, whether by providing their email address at your shop or through an online signup.

2. Top of mind

Email marketing will keep your auto repair shop top of mind. Your customers have busy lives, and car maintenance often slips their minds until a problem arises. Regular, helpful emails ensure that when they do need service, your shop is the first one they think of. This is crucial for customer retention.

3. Customer Retention

By staying in touch, you remind existing customers about upcoming service needs and show appreciation for their business. This proactive approach significantly boosts customer retention and encourages repeat visits.

4. Measurable Results

Unlike some traditional marketing, email marketing provides detailed analytics. You can track open rates, click-through rates, and ultimately, how many appointments were booked as a result of your email marketing campaigns. This allows shop owners to refine their marketing strategy for maximum effectiveness.

5. Direct communication

Finally, email marketing provides a direct line of communication. You can share important updates, special offers, maintenance tips, and build a sense of community with your customer base. This personal touch is something that a general advertisement simply cannot replicate.

Seven email marketing campaign ideas for auto repair shops.

Email Marketing Campaign Ideas

To maximize your marketing efforts, it's essential to diversify the types of emails you send. Here are some of the most effective email marketing campaigns for automotive repair shops:

Welcome Emails

When a new customer provides their email address, send a warm welcome email. This is your chance to introduce your shop, highlight your unique selling propositions, and perhaps offer a small discount on their first service. This initial contact sets the tone for future customer relationships.

Welcome email template

Auto repair shop welcome email template example.

Service Reminders

These are arguably the most crucial emails for an auto repair shop. Based on a customer's service history (which can be managed efficiently through a good CRM system), send automated service reminders for scheduled maintenance like an oil change, tire rotations, or brake inspections. Make it easy for them to book an appointment with a clear call to action.

Service reminder email template

Automotive service reminder example email.

Promotional Emails/Special Offers

Announce discounts, seasonal promotions (e.g., winter tire specials, summer AC checks), or bundled services. Use compelling subject lines to grab attention and always include a strong call to action (or CTAs).

Promotional email template

Promotional email template for mechanic shops.

Maintenance Tips and Educational Content

Share valuable information like "5 Ways to Extend the Life of Your Tires," "Understanding Your Dashboard Warning Lights," or "Why Regular Oil Change is Crucial." This positions your shop as an expert and provides genuine value to your customer base.

Maintenance tip email template

Maintenance tip email template example.

Customer Feedback/Review Requests

After a service, send a follow-up email requesting feedback or a review. Positive testimonials are incredibly powerful for attracting new business. Link directly to your Google My Business page or other review platforms.

Customer feedback email template

Customer feedback email template.

Birthday/Anniversary/Holiday Emails

A small, personalized gesture like a birthday greeting, perhaps with a minor discount, can significantly boost customer loyalty.

Birthday email template

Birthday email template for auto repair shop.

Abandoned Appointment Emails

If your shop offers online appointment scheduling and a customer starts but doesn't complete the booking process, an automated email reminding them to finish can recapture lost potential customers.

Abandoned appointment email template

Abandoned appointment email template.

Automotive Email Marketing Strategies

Now that we've covered the what and why, let's dive into the how. Implementing these best practices will ensure your email marketing strategy yields optimal results for your auto repair shop:

  • Segmentation is Key: Not all customers are the same. Segment your email list based on factors like vehicle make and model, last service date, service history, or demographics. This allows you to send highly targeted and relevant messages, improving open rates and conversion rates.
  • Craft Compelling Subject Lines: Your subject lines are the gatekeepers to your emails. Make them concise, intriguing, and benefit-oriented. Examples: "Time for Your Oil Change?", "Exclusive Discount Just For You!", "Protect Your Car This Winter."
  • Personalization Goes a Long Way: Always address customers by their first name. Reference their vehicle type or past service if possible. Automation can make this surprisingly easy, especially with a good CRM or shop management system.
  • Clear Call to Actions (CTAs): Every email should have a single, clear call to action. Whether it's "Schedule Your Appointment Now," "Claim Your Discount," or "Read Our Latest Blog," make it obvious what you want the recipient to do. Use prominent buttons or hyperlinked text.
  • Mobile Responsiveness is Non-Negotiable: A vast majority of people check their emails on their smartphones. Ensure your emails are designed to look great and function perfectly on all mobile devices. Test your templates before sending.
  • Automate Where Possible: Utilize automation tools to send welcome email sequences, service reminders, birthday greetings, and follow-up emails after a service. This saves time and ensures consistent communication without manual effort. Many CRM systems and email marketing platforms offer robust automation features.
  • Provide Value Beyond Promotions: While special offers are great, don't make every email a sales pitch. Offer genuine value through maintenance tips, car repair advice, and educational content. This builds trust and positions your auto repair shop as a helpful resource.
  • Optimize Send Times: Experiment with different days and times to see when your email list is most engaged. Tools within email marketing platforms can often provide insights into optimal send times based on your audience's behavior.
  • Integrate with Other Marketing Efforts: Your email marketing strategy shouldn't exist in a vacuum. Cross-promote your email list on your website, social media channels, and in your physical shop.
  • Monitor Performance: Regularly review your open rates, click-through rates, and conversion rates. A/B test different subject lines, CTAs, and content to continually improve your email marketing campaigns. This data-driven approach is crucial for success in the automotive industry.
  • Don’t overdue it: Nobody likes receiving 30 emails in one day, so make sure your email cadence is reasonable and not overwhelming to your audience. Always provide an “unsubscribe” option in your emails in case they no longer want to receive emails from you.

Final thoughts

In conclusion, for any auto repair shop looking to thrive in today's competitive landscape, a well-executed email marketing strategy is no longer optional – it's essential. By consistently delivering valuable content, timely reminders, and exclusive offers, you can build a highly engaged customer base, boost customer loyalty, and ensure your auto repair business remains successful for years to come.

Start building your email list today, embrace automation, and watch your marketing ideas turn into tangible results. Your customers and your bottom line will thank you.

Traditionally, there are four pillars to an auto repair shop that all support one another: the shop owner, technicians, customers, and service advisors.

The integrity of the shop depends on each of these pillars in different ways. The shop owner needs to make the right calls and put the right systems in place for technicians and service advisors to do their jobs. Technicians must stay focused on repairs. And loyal customers keep the lights on.

By effectively leading your team, service advisors can support the other three pillars of the shop—and in turn, achieve balance and improve the quality of your job. Getting started in your Service Advisor career, or looking for some tips? Here’s how to lead your team with intention.