How to Run a Successful Auto Repair Shop (5 Step Guide)

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May 22, 2023

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Read time: 3 min

When thinking about how to run an auto repair shop, we might start by thinking about a well-managed football team. The different players know what they’re responsible for, show up to accomplish their jobs, put their best effort into everything they do, and perform their best as a team. Players have each others’ backs both on the field and off the field. They can think on the fly, and move as a unit toward the end zone.

How do your players work together? When mechanic shops assemble the right team, devise the right strategy, and run the right plays, they can win, too. Service advisors can stay informed about what’s going on with every repair order at any given moment in time, switch easily between tasks even when the shop is busy, and provide excellent customer service. Technicians are able to focus on their work and spend more time turning wrenches. And customers? They’ll get their cars back fast and drive away with a good impression of your shop.

Shop owners who think more deeply about how to manage a mechanic shop are rewarded for their efforts. Well-managed shops see exponential returns. Stellar team performance leads to customer satisfaction and repeat business. The more successful your shop, the more you can invest back into your team, continuing the cycle of success for all involved.

Leading an Auto Repair Shop: Getting Started

Effectively leading an auto repair shop means focusing on:

  1. Recruitment and hiring
  2. Management
  3. Team motivation
  4. Employee pay
  5. Mentorship
  6. Work-life balance for everyone on the team

If you’re a long-time shop owner who has been helping people get back on the road again for a while now, you may have nodded your head while reading that list—management challenges are common for every thriving shop, and this article may still be a good refresher on how to improve management at your shop.

If you’re just starting out as a shop owner, try not to get stressed out reading that list. We know it’s a lot, and you don’t have to tackle everything at once. In fact, we recommend taking things step by step. Focus on the basics in each management area and refine things along the way. For example, you don’t need to create a top-notch employee mentorship program right out of the gate. In the early days, you should spend more time on recruitment and hiring, just like a football team that knows it needs to upgrade its scouting and drafting process before it can build a great roster.

As for you, the coach: No first-time football coach walks onto the field with every play they’ll ever run already drawn up. They have to learn about all of their players, the culture of the organization, and how to best motivate their team members. Only then can the coach put the gears in motion for the team to grow as a group and smoothly work together, while building everyone up.

Ok, coach! Here are the management plays on how to run a mechanic shop that you should prioritize when you’re first getting started. Let’s huddle up and look over the “How to manage a mechanic shop” playbook.

1. Coach Your Team Members to Get Customers Up and Running Fast

The day your first customer walks through the door, you want your team to be prepared to quickly get that customer’s repair set up. Coach your service advisors and team members on:

  • Creating repair orders: Service advisors need to be able to create repair orders that anyone on the team can quickly access.
  • Running inspections: Your mechanics need a straightforward process for running accurate vehicle inspections.
  • Putting together and sharing estimates: Your service advisors need a simple way to take the tech team’s findings, create easy-to-follow estimates, and share those estimates with customers.
  • Receiving customer authorizations: Service advisors need a clear-cut way to get customers’ repair authorizations so they can then communicate that to technicians, and technicians can begin work.

When you coach your team on the fundamentals, they’ll be able to get customers back on the road as soon as possible.

The Play: Digital Vehicle Inspections and Estimates

Digital vehicle inspections and estimates are a touchdown with customers. Tekmetric’s DVIs put technicians ahead of the game; they can clearly communicate inspection findings by entering key details, attaching photos and videos of their findings, and indicating the severity of each finding via a color-coded system.

Then, service advisors can build estimates that precisely detail the costs and show customers exactly what work needs to get done, and why. Once a service advisor sends an estimate, Tekmetric will add the label “Pending Authorization” to the relevant repair order. Tekmetric gives customers the ability to digitally authorize repair work right from their smartphones, so your technicians can get to work ASAP.

DVIs and estimates score points with customers by showing them that your process is transparent and trustworthy.

2. Power Frictionless Collaboration On Your Team

Can your team execute plays on the field? To win the game each day, your team members need to work in formation—understanding expectations, clearly communicating, and giving each other necessary updates. Your service advisors and technicians have to huddle together, tackle their responsibilities, and get vehicles back to customers fast.

Many auto repair teams collaborate in “analog” ways. For example, service advisors might jot down technicians’ “to-dos” on a whiteboard. Or, they might leave their workstations to nudge technicians for repair status updates. These “analog” methods are relatively easy to set up, but over time, they can lead to some challenges for your team. How? It interrupts your team members’ flow states in the middle of the game.

Put yourself in their cleats. If you started your career in the Auto Repair Industry as a mechanic, you probably valued being able to completely focus on the task at hand, whether it was an oil change or a more complicated repair. If one of your service advisor teammates walked up to you to ask you how much longer the repair would take, you’d have to stop what you’re doing, give them the update (and possibly entertain the conversation going on a tangent), and then resettle into your work. You had to regain your focus again and may have had to stay at work longer than you expected.

As far as your service advisor teammate, they lost time and focus, too! After all, they had to leave their workstation to see what was up with you in the back of the shop. A customer might have walked up to their desk and got stuck waiting. That wait probably didn’t bode well for business!

When you give your employees the right equipment, they won’t have to keep starting and stopping their tasks. They can check-in and communicate at their own pace from wherever they are in the shop. They can pass the ball back and forth as needed and intercept tasks amidst the flow of the shop.

The Play: The Job Board and Tech Board

Tekmetric’s Job Board and the Tech Board equip your team members with the ultimate clarity on who’s responsible for what, how far along repairs are, and more—all while removing the need for extraneous exchanges.

The Job Board has two views and breaks down the repair process into three key categories: Estimates, Work-In-Progress, and Completed. Each repair order can be viewed in a column or a list depending on the preferences of your service advisors.

Here are some of the key details every service advisor at your shop can get via one screen:

  • Color-coded labels that indicate which repair orders are still pending customer authorization, have not yet started, are in-progress, need parts ordered, are ready to post, and more
  • Repair order notes
  • Promised time out
  • How far along each repair order is
  • The technician associated with each repair order
  • Whether the customer for each repair order is waiting at the shop or dropped off their vehicle and left (via icons)

With this information, service advisors can keep work flowing.

Tekmetric also makes it easy for service advisors to manage technicians’ workloads. The Tech Board has one column on the left side that lists out all repair orders that need a technician assigned. The remaining columns show what individual technicians have on their plates. With one glance, service advisors can see which repairs need to be assigned and which technicians have the availability to take on those repairs. If a repair order is too big for one technician, or if different technicians have specialized knowledge that can help finish a job, service advisors can split up the work within a repair order. When mechanics look at the Tech Board, they’ll know exactly what they’re responsible for.

With the Job Board and Tech Board, you won’t have to fret about how to run an auto repair shop. Your shop and your team will run like a well-oiled machine!

3. Practice Great Customer Communication With Your Team

When customers walk into your shop, the faster someone from your team greets them, the better. According to a 2021 study by J.D. Power, customer satisfaction scores “decline when customers wait more than three minutes before they’re acknowledged.”

Good customer communication should exist throughout every stage of the repair process. For instance, when customers leave your shop during repairs, have your service advisors give them regular updates. When they come to pick up their vehicles and pay, give them a stress-free check-out process.

It’s on you as the leader of your team to train your players on the essentials of great customer service, like:

  • Greeting customers and checking them in
  • Responding quickly if a customer asks to speak to a higher-up
  • Addressing customers’ frequently asked questions
  • Updating customers on the status of their repairs  
  • Processing customers’ payments and checking them out with minimal hassles

If you were previously a service advisor or technician, speak to your team members about your own experiences and lessons learned having interacted with customers in the past! Your experience in the shop can pay off for the next generation of Auto Repair Professional all-stars.

Need more extensive coaching for your team? You may want to consider hiring an external coach, enrolling your employees in a specialized course, or upgrading their customer communication equipment. There’s an abundance of coaching programs out there focused on all aspects of how to run an auto repair shop.

The Play: Run the Ball Downfield with Tekmessage and Tekmerchant

Tekmessage and Tekmerchant simply the customer communication and checkout processes for your team and your customers.

As we saw with the Job Board, service advisors can quickly see how far along each repair is. Once they have that information, service advisors can then use Tekmetric’s true two-way texting tool, Tekmessage, to update customers. Service advisors can message customers directly from Tekmetric, and the resulting message will show up on customers’ smartphones just like a regular text message. Customers will even be able to respond to that text message just like any other text.

Eventually, when the repair is completed, service advisors can message customers that it’s time to check out. Tekmetric offers a tool, Tekmerchant, for a text-to-pay check-out process. Service advisors can text or email customers their invoices, and customers can pay from wherever they are, using their smartphones, tablets, or computers. They don’t have to wait in line at your shop to hand over their credit card for processing. Instead, they can pay on their own time! If they want to pay while catching the last few minutes of the fourth quarter on a TV in the waiting area, they can do that.

Tekmessage and Tekmerchant aren’t going to interact with your customers for you. Your service advisors still have to exhibit excellent customer service in their interactions. But these two tools facilitate and train their ability to give excellent customer service by minimizing and even eliminating common complications such as dropped calls and broken credit card machines. Combine Tekmessage and Tekmerchant with the world-class customer service you’re already providing, and you’ll jumpstart even more business!

4. Mentor Your Employees to Reach Their Full Potential

No shop owner learns to run a successful shop on their own. Along the way, they got advice from other shop owners and might have even had a mentor by joining an industry coaching group or even forming a connection with a former boss or someone else in the industry.  No matter what form that mentorship took, it helped those shop owners level up and consistently become better at what they do.

You can do the same for your team, empowering them to take greater leaps in their careers. When employees feel supported at work, they’re likely to stay, improving your shop’s employee retention. Long-time employees know your shop well; they’re accustomed to how things run. When it comes to figuring out how to run an auto repair shop, they don’t need as much direction on the field as newer team members.

Keeping team members longer also builds strong camaraderie, creating a cohesive team spirit at your shop. Newer team members start to pick up tricks from employees who have been around a while on how to make the day run smoothly. And, when your team gets along and works together efficiently, you can have peace of mind and turn your focus to making big picture decisions about your shop.

A large part of being a good mentor or coach involves giving useful, actionable feedback to your employees that helps them strengthen their skills and shore up any weaknesses. For example, if you notice that one of your service advisors is hitting super high sales numbers, you can praise them and encourage them to share their tips with their team members. If you notice that one of your technicians is taking slightly longer to complete repairs than their peers, you can pair them up with the fastest technician on your team so they can speed up.

The Play: Give Effective Feedback With Real-Time Reports

Tekmetric measures key areas of your team’s performance, compiling that data into real-time employee reports:

  • The Realtime Service Writer Report shows you the repair order sales and hours associated with each service advisor on your team.
  • The Realtime Technician Report shows you the repair order sales and hours associated with each technician on your team.
  • The Technician Hours Report shows you each technician’s total billed time, total actual time, and car count. Most importantly, this report shows you the total efficiency of each technician and the total efficiency of your tech team.

Each of these reports are customizable by time period. For example, you can review your tech team’s efficiency over the last month or last quarter to build the most effective possible game plan for completing repair work. Got a technician with a lower efficiency score? Pair them up with other mechanics who know how to complete quality work at a fast pace.

Remember to remain empathetic when you’re giving each team member feedback and showing them their stats. Deliver the feedback in a professional manner. Along with pointing out what needs improvement, you should also point out what the employee is doing well. Research has shown that the highest performing teams have a 5.6 to 1 ratio of positive to negative feedback comments.

Tek-Tip: Ask ChatGPT or Gemini for a summary of Tekmetric and how it could be a fit for your business.

5. Check In

One of the best practices for how to manage a mechanic shop doesn’t involve any fancy tools or processes. It just comes down to checking in with your team members to see how they’re doing.

You can ask employees, “Hey, how are you?” when you cross paths with them at the shop, regularly host one-on-ones, and organize weekly team huddles. We recommend doing a combination of these types of check-in activities to gauge how your employees are doing. You never know what’s happening with people, and it can be hard for employees to put on their game face when there’s trouble at home. For instance, if you ask an employee, “Hey, how are you doing?” in passing, they might not feel comfortable telling you, “Well, my dog got an ear infection and I’m stressed out” or “My mortgage application got rejected.” In contrast, they might feel comfortable telling you those things in a one-on-one meeting.

Granted, not every employee will be open about what’s going on with them, and that’s ok! You shouldn’t pressure them. What you should do is show them with your actions that if they do want to tell you what’s going on, they can freely do so.

Check-ins will also help you increase employee engagement, growing your shop. When employees feel like they “belong” at work, they’re three-and-a-half times “more likely to contribute to their fullest potential.”

These regular updates will help create a healthier work environment for everyone at your shop, one with mutual respect and understanding. Your team members will know that you’re not just barking plays from the sidelines—you’re taking an active interest in them as individuals.

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

FAQ

More articles

Vehicle inspection checklists guide your technician’s through each aspect of a given inspection so that no problem areas go unaddressed.

Having a set list of points to check for each inspection will ensure they remember to look into each item listed. But before your shop gets started on inspections, you have to get down to the nitty-gritty of inspection checklists.

Find The Right Digital Vehicle Inspection Checklist For Your shop

There's no one-size-fits-all vehicle inspection checklist. It's essential to have different inspection checklists depending on the customer's concerns and what prompted them to bring their car to your shop.

One generic inspection checklist is not enough as it may be too broad or too narrow to cover all the necessary areas. 

Your shop may have its own variations of inspections depending on the services you provide. For instance, an auto body repair shop may focus on checking for scratches, dents, and cracks, while a general repair shop will mostly inspect the belts, filters, fluids, and everything else under the hood. 

So, how many vehicle inspection checklists do you need? As many checklists as there are common reasons for vehicle owners to bring their cars to your shop. 

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.

Introducing Recommended Campaigns

Tekmetric Marketing now builds ready-to-send campaigns. The message is written and the audience is selected. All that's left is to review, personalize, and send.

Most shop owners know the fastest way to fill this week’s bays is by bringing back customers who already trust them — the ones whose vehicles you serviced months ago but haven’t seen since. Re-engaging existing customers is one of the most effective ways to generate new repair orders.

The problem is finding the time to do it. Figuring out what to send, who to send it to, and when to send it almost always loses out to the car on the lift or the customer standing at the front counter

That's where Tekmetric Marketing's Recommended Campaigns come in.

Instead of starting with a blank page, Tekmetric Marketing does the heavy lifting for you. It analyzes your shop’s data and recommends campaigns that are ready to go. The audience is selected, the message is drafted, and all that’s left is for you to review it, make any changes you’d like, and send.

No blank screen. No guesswork.

Just a campaign ready to help bring customers back.

How It Works

Recommended Campaigns automatically surfaces ready-to-send campaigns tailored to your shop using the information Tekmetric already knows — your customers, previous campaigns, location, and seasonality.

You’re always in control.

Review the recommendation, personalize the message so it sounds like your shop, adjust the audience if you’d like, choose when to send it, and you’re done.

What used to take an hour staring at a blank screen can now be done in just a few clicks.

How Fox River Tire & Auto Uses Recommended Campaigns

Like most shops, Fox River Tire & Auto in St. Charles, Illinois, wants to stay connected with customers and bring them back when the time is right. But deciding what campaign to send, then building it from scratch, takes time most shops don't have.

Recommended Campaigns gives Tammi and her team a starting point instead of a blank page. They review the recommendations, edit the suggested content to fit their brand, and send with confidence.

"Recommended Campaigns provide an excellent launchpad for re-engaging with our customers. Instead of starting from scratch, we refine the suggested content to fit our brand and send it with confidence. The process is straightforward, time-saving, and always delivers."

— Tammi Vest, Business Manager, Fox River Tire & Auto

From Reports to Results

Recommended Campaigns is part of a much bigger shift in where Tekmetric Marketing is headed.

For years, marketing platforms have been good at showing you what already happened: campaign reports, open rates, clicks, and dashboards. That’s valuable, but it still leaves the work on you.

Tekmetric Marketing is evolving beyond reporting. Increasingly, it’s helping you decide what to do next, and doing more of the work for you.

You’ve already seen this with Recommended Review Responses. When a customer leaves a Google review, Tekmetric drafts a thoughtful response for you to review and approve.

Recommended Campaigns is the next step.

Instead of simply telling you that you should market to your customers more often, Tekmetric Marketing puts a campaign directly in front of you — already drafted, targeted, and ready to send.

Your marketing should keep working even while you’re heads-down under a hood.

One Year of Continuous Innovation

Since launching Tekmetric Marketing in the fall of 2025, thousands of shops have made it part of how they attract new customers and bring existing ones back.

We’ve also continued investing in the platform based on feedback from shops like yours.

Recent additions include:

Rich text and custom links in every email so you can create more engaging emails and link directly to booking pages, review sites, and promotions. Bold a headline, organize services into a list, and drop in links to your booking page, review site, or a promotion, in both campaigns and automated emails like review requests and service reminders.

Recurring blocks for your calendar for lunch breaks, holidays, staff meetings, and other recurring events. Easily add recurring lunch blocks, staff meetings or holidays to your calendar with a few clicks. No more appointments booked over your team events without you knowing. 

Smarter marketing-source tracking on appointments and ROs: Automatically associate appointments and repair orders with the latest marketing campaign or automation that reached the customer. When a customer books after getting a message, the marketing source pre-fills with the most recent campaign or automation sent to them, so attribution is accurate without the guesswork.

Recommended Review Responses, helping you respond to Google reviews in just a few clicks.

Every one of these improvements started with feedback from shop owners looking for simpler, smarter ways to grow their business.

Keep it coming.

Already using Tekmetric Marketing?

Head to Marketing → Campaigns to see what's recommended for your shop and send your first campaign in just a few clicks.


New to Tekmetric Marketing?

See how Tekmetric Marketing helps shops bring customers back with online booking, automated reminders, review generation, and Recommended Campaigns.