How Automotive Scheduling Software Can Help You Say Yes to More Customers

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January 20, 2023

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Read time: 3 min

How organized is your shop’s schedule? When you look at it, is it easy to see gaps? Is it cluttered or organized?

Appointment scheduling should be a quick, simple process that gives you and your team more time to focus on customers and their vehicles.

Automotive scheduling software gives auto repair shops the ability to bridge the gap between saying “yes” to customers, while not overwhelming their team. Although “saying yes” is a simple concept, the ability to not turn people away will have a lasting impact on your customers.

Humans are not computers. As much as we try to keep up, the impact that smart software has on our day-to-day workloads is impalpable. What may take us hours to create, log, and plan can take computers minutes, if not seconds.

Although you have the ability to plan exactly what repairs need to be done, automotive scheduling software can help you coordinate times, notes, and schedules faster than it would take with a whiteboard or pen and paper. Implementing software into your shop’s scheduling routine can significantly improve your team’s capacity.

As your repair orders (RO) start to stack up, your team will need reliable scheduling software that can keep up with your shop’s growth.

How Saying “Yes” Grows Business

According to Hubspot Research, 93% of customers are more likely to return to companies that offer excellent customer service. Let’s look at a pretty common scenario: a customer’s car breaks down just as they're headed to work, or their one mode of transportation that gets them to and from their kid’s school isn’t starting. If they walk into your shop, chances are a quick and easy fix is all they’re hoping to find. Ideally they would schedule an appointment in advance, but life doesn’t always work out that way.

The ability to say “yes” to your customers when they bring their car in, or phone the shop, is ideal. Practicing a “yes” mindset means accepting the reality that many drivers don’t have time to schedule repairs in advance, and finding a solution to help each and every guest. Inversely, if you're turning customers away, that leads to more idle time and lost revenue.

Although a, “Yes, we’ll take care of it right away” isn’t always possible due to additional work going on, it’s still comforting for driver’s to receive a simple, “We’ll get it on the calendar.” And once the customer receives the appointment confirmation on their end, they’ll be able to set that worry aside, and focus on the rest of their day.

If your shop doesn’t have the ability to say yes to every viable customer, chances are there isn’t a scheduling software in place that allows your service advisor to check into the day, week, or even month’s tasks.

Automotive scheduling software helps your team prioritize their RO’s in such a way that allows for additional walk-ins.

Benefits of Automotive Scheduling Software

The benefits of automotive scheduling software fall under three categories: service, efficiency, and focus. Tending to each of these categories is crucial in any business, especially in the auto repair industry. Automotive scheduling software will enhance your team’s ability to control the flow of work at the shop and maximize efficiency.

Rather than spending your days at the shop wondering what’s going on with so and so’s vehicle, you can simply check the status of their car under the schedule. Because automotive scheduling software enhances the service, efficiency, and focus of your shop, it will provide a shorter turnaround span on ROs. And the less amount of time it takes for your team to work on getting a car in and out, the more time you can focus on maintaining and fostering customer loyalty.

1. An Improved Customer Service Experience

First impressions have a major impact in this industry. According to the J.D. Power 2021 U.S. Aftermarket Service Index (ASI) Study, customer satisfaction is heavily dependent on quality work done promptly, explained clearly, for a fair price, and delivered with excellent customer service.

The study involved 8,148 vehicle owners and was conducted between July and October of 2020. A key finding in this study was that, “Among customers who said they waited three minutes or more—which ranged from 27% to 39%—satisfaction scores declined as much as 219 points.”

Automotive scheduling software grants service advisors the ability to quickly greet customers thanks to its easy navigation system. Rather than spending time trying to find the right button or detail, service advisors should feel like they have a clear picture of what each day entails in your shop: which technician is at each car, the parts that are ordered for ROs or canned jobs, and, of course, which customer is returning or stepping foot in your shop for the first time.

2. A Smooth Start Leads to an Efficient Repair Process

Starting off on the right foot will greatly impact the rest of the repair process. Our motto here is less chaos, more structure. Automotive scheduling software helps your team focus on efficiency and consistency.

Having an organized, user-friendly scheduling system for your shop takes away risks such as double-booking. The system you choose for your shop will show each customer, each repair—whether that be a simple oil change or something more complicated like replacing a transmission—as you book it and when you book it, which not only saves your service advisors time, but also saves them from facing frustrated customers that have been unknowingly double-booked.

Along those lines, the ability to sync your software’s calendar on any smart device allows you to maintain your shop’s workflow while away, and also provides your service advisors peace of mind if they ever need to step away from the front desk.

3. Focus on the Cars; Let the Calendar do the Scheduling

Carefully selecting the right scheduling system and software for your shop will allow your technicians to focus on the cars, rather than spending additional time writing down the ROs. Entering ROs, Digital Vehicle Inspections (DVIs), customer notes, and running the CARFAX report can all be done within minutes using the same auto repair scheduling software.

Gaining this extra time will provide peace of mind to every team member; they’ll know where they need to be, and what RO they’re assigned to, as well as any upcoming repairs. Optimizing your staff’s productivity means improving your shop’s average repair orders (AROs) and making room for new customers.

Features to Look For in Automotive Scheduling Software

A big part of transforming your shop is not only finding the right team and location but also finding the right scheduling strategies and systems that keep your shop afloat and your team sane. Automotive scheduling software can have different approaches to service, efficiency, and focus depending on which program you decide to go with.

Many modern day shops, whether independently owned or part of a chain, will be “shopping” for the same set of features that will significantly improve their shop’s environment. This includes, but is not limited to, an intuitive user experience, an easy way to set/adjust/automate appointments, and that each appointment has all necessary information presented, including vehicle, customer information, declined jobs, and customer history.

Here are five questions shop owners can ask themselves when searching for the right auto repair scheduling software:  

  1. Is it cloud-based?
  2. Does it tie into other systems? (What integrations does it have?)
  3. Does it offer streamlined customer communication tools?
  4. Does it offer trackable auto repair notes, customer notes, etc.?
  5. Can I easily migrate data?

1. Intuitive User Experience

What features do you look for when using digital platforms such as your phone or computer calendar? Whether for personal planning or work tasks, the fewer tabs to navigate through or buttons to click, the better. The quicker you can schedule an appointment, the faster you can move on.

This holds true for your shop’s scheduling software. If it’s easy to train your service advisors to use, and your technicians are able to find the RO’s that are assigned to them, then you can ensure everyone will be on the same page—or in this case, interface.

Additionally, if the scheduling software you choose has a calendar feature, it will give your team the ability to color code their calendars to their liking. Whether you color code for technicians, the type of work, or type of appointment is completely up to you.

A scheduling software worth its salt will also give your shop the ability to view the agenda for the day, the workweek, or a month overview. You’ll be able to see exactly what’s going on in your shop and when.

2. Set and Adjust Appointments

The perks of scheduling software is that you can create appointments for customers with minimal information; all you need is a name and a phone number to reserve their appointment time.

Only gathering the most important information at first prevents your team from being held back from entering a ton of information when they could be simply focusing on their customer and their vehicle. You can always gather any additional information later on when you’re checking out the customer.

3. Customer Notes

The ability to easily create and access customer profile pages will strengthen the relationship between your service writers and customers.

Look for a scheduling software with customer pages that quickly and easily display pertinent information about the vehicle and its service history, which allows service advisors to quickly determine what work needs to be done, and in turn, ensures that the processes of intaking and assigning work are done faster.

An efficient customer notes interface should lead to fewer wasted minutes, more captured revenue, and more loyal customers.

4. Digital Vehicle Inspections (DVIs)  

Along with easily accessing notes about your customer, you should also be able pull up any previous DVI’s for any specific customer. The benefit of conducting a DVI each time a customer visits the shop is that it paints a clear picture of what exactly is going on with their vehicle. For example, if their car’s brake fluid was marked as yellow (may require attention soon), the technician will know to check it during the customer’s next visit.  

5. Integrations

Modern shop management software should integrate with additional industry-leading resources so that shops can function as smoothly as possible. It is likely that your shop already has digital tools in place that you’ve become acquainted with, like CARFAX vehicle history reports, for example. If that’s the case, look for an automotive scheduling software that integrates cleanly with the digital tools you already know and love.

Most shops today utilize a customer relationship management (CRM) tool, so an example of an integration that you could look into would be the ability to sync the CRM data with your shop's scheduling software, or—taking it one step further—your shop’s calendar.

So if a customer creates an appointment on the shop’s website through the CRM, then that appointment should sync over to your shop’s calendar.  

Now that you know what features to look for in automotive scheduling software, let's go over how Tekmetric and its features can transform your shop.

Tekmetric’s Appointment Calendar

Tekmetric’s automotive repair scheduling software—better yet, the whole interface—makes saying “yes” easy by having the correct information on hand when creating any service appointment. You can easily edit or make changes by navigating to the appointment.

Ten Benefits of Tekmetric’s Appointment Calendar:

1. Manage your shop’s workflow with ease

Being a shop owner is a lot of work, and stepping away from time to time is important; but having the ability to stay connected while being physically away from your shop is always an added benefit. Tekmetric’s appointment calendar helps you manage the workflow of your technicians from any smart device.

2. Make it easier for service writers to manage schedules

Tekmetric’s interactive calendar lets you customize colors based off of employees, or jobs, as well as set specific time ranges for each RO.

3. Strengthen the relationship between clients and service writers

Tekmetric’s robust customer profile pages show new-comers and repeat customers that you know them and their car well, which in turn provides a more impactful experience and builds customer loyalty.

4. Help your team efficiently handle high-level scheduling

Tekmetric’s appointment calendar can assist your shop to the point where your service advisors are planning the week’s calendar based on jobs that are coming in the door. Tekmetric gives your team the ability to fill the calendar up with jobs, all while looking at what specific technicians will be there that day, week, or even month.

5. Drum up repeat customers and word of mouth

Ask yourself this: why do you set a reservation at a restaurant of your particular choice? Your answer is likely something along the lines of 1) you know and love that restaurant and have received optimal customer service or 2) you’ve heard it from a trusted source, aka word-of-mouth.

This is exactly the case for auto repair shops. Customers will keep coming back if the experience went smoothly, including both the customer service aspect and scheduling aspect, and they are likely to tell their friends and family, too.

6. Set a variety of appointments.

Not only can Tekmetric help your service advisors set up simple appointments, but it can also help them schedule follow-up appointments and block off specific days or times for a special event—whether that be a holiday, customer appreciation day, you name it. One of Tekmetric’s integrations that is incredibly beneficial to your shop is that if you use CRM’s that are integrated with Tekmetric, like Mechanic Advisor, your shop’s calendar will automatically sync to your appointment calendar.

7. Provide a sense of ease across the whole shop

Think back to common challenges you’ve experienced in the shop like when a customer shows up last minute. With Tekmetric, you can gauge your workload by skimming the calendar. Several varying appointment types? Tekmetric’s color coding makes it easy to scan, prioritize, and gain a general overview of what is being done and why. Say bye to stress, and hello to modernization.

8. Waste less time on tedious tasks

You no longer need to worry about manually sending confirmations and reminders to your customers. Tekmetric’s calendar feature connects all of your customers’ information, including previous notes, their vehicle history, and their preferred method of communication with a variety of integrated CRMs such as My Shop Manager, Mechanic Advisor, and Kukui. Whether it be by email or phone, these CRMs can use Tekmetric’s information to automatically send your customers a confirmation or an appointment reminder to their preferred method of communication.

9. Replace never-ending paperwork and file cabinets with data-syncing capabilities

Each appointment is fully synced and securely saved in Tekmetric’s cloud-based software. ‍

10. Make the overall experience for both customers and your team easier

Tekmetric’s easy navigation compiles all customer notes, client management, scheduling, RO’s, DVI’s all in one space where everything is easy to search and find.

Backed by Proof

Auto repair scheduling software helps your shop waste less time and add more revenue. The proof is in the pudding; let’s say your shop has a labor rate of $120 per hour. If that’s the case, every minute that a tech isn’t working on a car, that costs the shop $2 per minute in lost revenue.

Now, at first glance, $2 per minute doesn’t seem like a lot. But in a month’s span, if a shop is open for an average of 24 business days for 10 hours a day, that’s 240 hours, 14,400 minutes, or $28,800 in lost revenue.

So what seems like a minor ineffeciency can add up quickly over time. Conversely, you will be adding revenue by saying yes to more customers, which in turn, may become lifelong customers and tell their friends and family about your shop.

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

FAQ

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Before you sign, make sure the shop management software is worth the commitment

Committing to shop management software is a real decision. The right platform runs your front counter, bays, reporting, and customer communications. The contract you sign shapes how your shop operates every day.

That’s exactly why the contract deserves scrutiny before you sign it. A confident vendor will answer hard questions plainly. A shaky one is vague. The five questions below are designed to help you tell the difference and to keep you from getting locked into a contract that doesn't serve your shop.

Here’s what to ask before you sign anything.

1. How flexible is the contract, and do you have to commit to a full year?

What to ask: Do you offer month-to-month billing, or is an annual contract the only option? What happens at renewal?

Why it matters: Your shop isn't static. Car count swings with the seasons, you might open a second location, or you might simply want to prove the software works before you commit long-term. A rigid 12-month lock-in removes all of that flexibility and puts the risk on you.

What a good answer sounds like: A vendor that believes in its product will let you choose. Tekmetric offers flexible month-to-month billing or a discounted annual plan, with no long-term contracts required. That structure means you can scale with your season instead of renegotiating, and the annual plan becomes a discount you opt into — not a cage you're stuck in.

And if a contract is the very thing keeping you stuck somewhere else? That doesn't have to be a dealbreaker. Tekmetric routinely works with shops that want to switch but are locked into other contracts and frees them up to make the move. Tekmetric customers also see an increase in their ARO after switching.

2. What does support actually look like after I sign?

Support quality is invisible during the sales process and unavoidable afterward. Plenty of shops sign up on the strength of a great demo and then discover that help means a ticket queue and a long wait. When your shop management system goes sideways, every minute is a car you can’t check out. Where that support sits matters too — a U.S.-based team understands how your shop actually runs and speaks your language, literally and operationally.

Look for multiple live channels and people who understand shops. Tekmetric provides U.S.-based phone, chat, and email support — real people, not just a knowledge base. Shop owners consistently point to responsiveness as a reason they stay.

“There is one support number to call when there’s an issue. There hasn’t been an issue. At all. It’s amazing.”
-Andrew Klement, Finley River Auto & Diesel

Ask any vendor directly where their support team is located and how a live person is reached during your busiest hours.

3. How open is the platform, and will it work with the tools I already use?

Your shop already runs on a tech stack — parts suppliers, QuickBooks, labor guides, a payment setup. Software that can’t connect to those tools forces double data entry and manual workarounds that eat the time you were trying to save. A closed platform quietly becomes a tax on your team every day.

A platform should meet your shop where it is. Tekmetric connects to more than 70 integrations consolidated into one workflow, spanning parts ordering, accounting, and more. Shops feel the difference when it works.

“They integrate so seamlessly, it’s amazing how quickly when we turn an RO on or open it up and approve it that it jumps into AutoVitals for the technicians.”
-Kelsey Lancaster, Performance Automotive Repair

Ask the vendor to confirm your specific vendors are supported before you sign. An open platform will have a clear, published integration list.

4. What do you actually guarantee about onboarding?

Onboarding is where good software deals go bad. If setup drags for weeks, or if you’re left to figure it out, the time savings you were promised evaporate, and your team’s trust in the new system goes with them. This is the single most common place buyers get burned.

You want a person accountable for your launch, not a self-serve checklist. Tekmetric assigns a dedicated onboarding manager and is often praised for simple onboarding. Most shops are up and running within a week, not dragged through a monthlong setup. That speed shows up on the floor, too.

“I mastered it within a week. … I have new employees starting all the time and I know that within a day or two they can write up a customer, build estimates, cash out a customer, make appointments.” 
-Leroy Ingram, Ooroo Auto Care

Your existing customer and vehicle data comes with you, so you’re not starting from a blank screen. Ask any vendor for a realistic timeline, who your point of contact is, and how your data gets moved over before you sign.

5. What happens if it isn’t the right fit?

Nobody signs up planning to leave, but how a vendor handles the exit tells you how they think about the relationship. A technology company counting on lock-in rather than results is a business betting you won’t be happy enough to stay by choice. The freedom to walk away is what makes staying a real decision.

A month-to-month option is itself a form of freedom. It means a vendor has to earn your business every month rather than bank on a signature. Tekmetric’s no-long-term-contract structure reflects that mindset, and your shop’s data is yours. Don’t let a fear of switching hold your shop back.

“We were just scratching our heads like why we hadn’t been doing this for a long time.” 
-Steve Flones, KC Auto Clinics

Still, it’s fair to ask any vendor to walk you through how you’d wind things down and take your records with you if the fit ever changed. A confident technology vendor answers that plainly.

The through-line: confidence answers questions

Notice what all five questions have in common. A platform that’s confident in the results it delivers doesn’t need to trap you. It offers flexibility, real support, open integrations, stands behind onboarding, and lets you leave if it’s not working. Lock-in is what vendors reach for when the product can’t meet shop demands.

That’s the lens to bring into every demo. You’re not just buying features — you’re choosing a partner for how your shop runs every day. Make them earn your signature and continued business.

‍

G2 is a peer-to-peer review site that scores different platforms and tools just like Tekmetric based on reviews from users, just like you.

Leveraging all the data, reviews and input they collect throughout the year, G2 analyses the results and announces the clear software leaders in a number of categories.

And Tekmetric was named a leader in not one, not two, but FIVE categories for Auto Repair Software, and has been awarded five new badges from G2 for their 2023 Summer Spotlight!

That means its.. TIME FOR SOME BURNOUTS! LETS GO!

Those five categories include:

  1. Auto Repair Software Momentum Leader 
  2. Auto Repair Software Small Business Leader
  3. Summer 2023 Auto Repair Software Leader
  4. Best Relationship With Users
  5. Easiest To Do Business With

Sorry for the humble brag, but honestly, this is all because of you, the users of Tekmetric!

Shop owner's, service manager's and technician's love for how easy Tekmetric makes it to run your shop is the star of the show here.

What is a mobile mechanic?

Unlike traditional auto shops, mobile mechanics travel to their customers to provide automotive repairs and services at the clients home. This service is attractive to older clients who may not want to travel as much or for young professionals who are to busy to wait for their car at a shop. Another major perk is that mobile mechanics can often perform services at a cheaper price because of having lower overhead costs.

Mobile mechanics are not able to perform every repair that a brick-and-mortar shop can as they have to transport all of their tools and supplies with them. However, they can still provide these common repair services:

  • Oil changes
  • Diagnostics
  • Tire rotations/replacements
  • Filter replacements
  • Batteries
  • Spark plugs
  • Alternators
  • Brake service and more.

How profitable is a mobile mechanic business?

Mechanics can charge whatever they would like but most repairs fall in the $20 - $125 per hour range. Like any business, you have to consider your startup costs, advertising expenses, number of expected clients, and how much your services are worth before determining if your business will be profitable. Overwhelmed yet? Dont worry, we will explain everything in detail below.

6 Steps to become a mobile mechanic

While you may not need a college degree to be a quality mechanic, you will still have to invest in tools, licensing, marketing and other business needs. We have outlined everything you need to start your business below.

Six steps to become a mobile mechanic.

Develop a Business plan

Starting with a quality business plan for your business is the first step in making sure you start off on the right foot. Outlining who your competitors are, setting goals and solidifying your financials may seem outdated but they are the foundations of your business. Here are nine steps to creating your business plan:

  1. Write an executive summary
  2. Describe your shop
  3. State your business goals
  4. Describe your products and services
  5. Do your market research
  6. Outline your marketing and sales plan
  7. Perform a business financial analysis
  8. Make financial projections
  9. Create a plan for growth and expansion

Tek-Tip: If you want to jump start your business, consider joining a mobile mechanic business like Wrench.

Gather necessary licenses and certifications

Once you have created your business plan, it is time to start working on your business license. Not every state requires you to acquire a license but some do. Do your research for the state you plan to work in and make sure you are legally ready to open your auto repair shop.

The most common certifications include:

  • ASE certification: Also known as the National Institute for Automotive Service Excellence. Being one of the largest accreditation organizations, ASE is commonly recognized throughout the auto industry.
  • Manufacturer certification: Mechanics may elect to gain additional certifications from specific manufacturers (Honda, Toyota, etc.) to add to their credibility. These certifications are also recommended if you only work on certain types of cars.
  • Refrigerant certification: If you plan to work on MVAC (motor vehicle air conditioners), the EPA requires you to obtain certification in proper refrigerant handling according to Section 609 regulations from the Clean Air Act.

Also, don’t forget to register your business and form the appropriate legal entity (partnership, sole proprietorship, limited liability, or corporation). Each entity has pros and cons, so consult with a legal professional to make sure you are ready to file taxes with the IRS and open your own business.

Set your pricing structure

Your cost per hour or per repair should be reflective of your years of experience, geographical location, types of services performed and competition. Doing some competitor research will help you determine how much clients are willing to pay in your area.

Some mobile mechanics can charge more if they offer premium services or more complicated repairs. If you are new to the area, it may be beneficial to keep your costs low until you have a solid client base. Don’t forget that you can also make money off of part markups.

Lastly, remember to account for inflation, sales tax, parts, and gas for your vehicle. Depending on your payment options, you will also need to account for credit card processing fees. Auto repair can be a seasonal industry (especially in certain states), so make sure to stow away some revenue for slower months.

Insurance coverage

If you are going make an investment in your mobile auto repair business, you need to protect it with the proper insurance coverage. Some of the common insurance plans you should consider include:

  • Liability insurance
  • Comprehensive coverage
  • Fire and theft insurance
  • Road risks insurance

Lastly, decide if you will be offering any warranties on your services/parts and how that will impact your bottom line.

Invest in quality equipment

  • Tools: A reliable power source, jack or portable car lift, drain pans, safety equipment, scanners, cleaning sprays, diagnostic equipment and gloves are all important to have on hand. Also, don’t forget a proper lighting source.
  • Parts: Having commonly needed auto parts in your inventory will save you time rather than waiting for parts to be delivered to you. However, you should also determine how much inventory space you have and how to maximize it.
  • Software: A cheat code for mobile mechanics is adding cloud-based auto repair software that can help you keep track of inventory, invoices, billing, inspections, marketing, and more all in one place.
  • Vehicle: Reliable transportation is critical for mobile mechanics. Select a vehicle that has enough storage to accommodate large parts and good fuel economy for longer trips. Lastly, don’t forget to bring shelter in case of inclement weather so you can continue to work in the elements.

Tek-Tip: If you need help coming up with a mobile mechanic business name, we have developed a guide to the best auto repair business names. In addition, we developed an AI-powered name generator tool that can also help with logo creation.

Marketing and advertising

You can offer the best mobile mechanic service in your state but without a proper marketing strategy, customers may struggle to find you. Here are some common marketing efforts that will help you build a strong customer base.

  • Website: A strong website is the glue that holds all of your marketing efforts together by providing a central location to find prices, services, phone number, and more. Make sure your website reflects what makes you better than your competition. SEO (search engine optimization) is another important factor to include in your website to ensure you are visible to those searching online for your services.

Tek-Tip: Not tech savvy? Tekmetric Marketing can help by offering website building, online scheduling, review management, and more.

  • Paid advertising: Strategize where your target audience is located and how you can leverage paid advertisements to attract more customers. Possible opportunities include Google ads, social media ads, local event sponsorship and more.
  • Social media: Social media is a great place to highlight customer testimonials and engage with your audience. Experiment with varying content types until you find what resonates with your customers.
  • Traditional marketing: Mailers, business cards, flyers, billboards and direct mail can all be impactful marketing tactics for local businesses. Considering adding a QR code pointing users to your website or adding coupons to incentivize customers.
  • Referral program: Testimonials go a long way for word-of-mouth marketing. Consider offering a discount on future services for each new customer they refer to your business.
  • Email: Email marketing is a great way to retain existing customers by offering incentives or coupons to ensure your car repair business stays top of mind. Another impactful email marketing tactic is to send oil change reminders to existing clients.

Closing Thoughts

Starting a mobile mechanic business can be intimidating but the flexible working hours, independence and profitability make it worthwhile. Being a small business owner is not for everyone, consider starting out as part time and move into full time as your profitability grows. Don’t forget to utilize your network to learn industry trends and new tactics to grow your business.

How to Start a Mobile Mechanic Business (6 Step Guide)

October 31, 2024

Read time: 3 min

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