How to Use Real-Time and Evergreen Data to Grow Your Shop

Sunil Patel

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July 25, 2024

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Read time: 3 min

In today’s auto repair industry, data can play a key role in a shop’s ability to repair a vehicle more efficiently and accurately. Traditionally, repair information was documented informally, often by hand on paper. Today, this information can be captured and processed electronically, leading to a significant acceleration of the repair process – and a more positive customer experience. 

The transformative power of data extends beyond streamlining individual repairs. In fact, by strategically analyzing your shop’s data over time, you can also use the information to grow your shop. However, to maximize the impact of data, it’s important to know what kind of data is most effective to use in your shop. Some of the more evergreen data – performance over time – is useful in your long-term strategy, while others, such as real-time performance metrics, are more helpful in making short-term tweaks to promote better performance. In this blog, we’ll discuss how you can distinguish between evergreen and real-time data and where you can use both to grow your shop.

Understanding Real-Time vs. Evergreen Data

Before you can decide how to use data, it’s important to understand the difference between evergreen data and real-time data. Real-time data is live data that is available as soon as it is generated. It allows you to manage your shop and respond to situations instantaneously as they happen. On the other hand, evergreen data is used in hindsight, after a timeframe has ended. Most shops use this type of data to reflect after the repairs are complete.

Both forms of data have their uses. Real-time data allows you to respond to situations as they happen in a way that helps support your business. Evergreen data helps you track long-term trends and their effects on your shop. With Tekmetric, you can leverage both types to keep your shop running smoothly. When you leverage data strategically in all forms, you can optimize your shop’s operations and processes, create an excellent customer experience and prime your business for growth.

Stay Ahead of the Curve with Real-Time Data

Real-time data enables immediate visibility into what is happening with your shop at any given time. From inventory to customer communication to repair progress, you can review different buckets within your shop and respond as the day progresses. This capability allows you to make decisions on the fly without having to wait until the end of the day, week or month to know which parts need to be ordered or how many repairs you have completed. Strategically, real-time data can be used for short-term decisions that have long-term effects, ultimately becoming an integral piece to growing the shop’s bottom line.

Examples of how you can use real-time data might include:

  • Track daily progress with the shop dashboard:  Reviewing this in real-time allows you to respond to potential bottlenecks or problems that arise throughout the day. For example, if you see $15,000 in work pending approval before lunchtime, you can encourage your service writers to conduct follow-up calls to get approval and begin the work.
  • Send out rainy-day coupons: Business tends to slow down on rainy days. However, if you experience this, you can respond in real-time by sending a rainy-day coupon incentivizing customers to come in for quick-turn work, like oil changes. 
  • Monitor multiple shop locations with Tekmetric Multi-Shop: Multi-Shop can show you the performance of each shop at any time, from any location – so you can make decisions that support the strengths of all your locations. For example, you might move a car from a very busy, overrun location to another, slower location. Make sure you return the vehicle to the original location for easy customer pickup to maintain your customer experience. This maximizes workflow between high and low volume locations.

Analyze, Determine and Predict Trends with Evergreen Data

In addition to real-time data, you can leverage evergreen data by analyzing trends and your shop’s data for predictive forecasting. One of evergreen data’s biggest advantages is that it captures a period of time without the need for constant refreshing. This can help you review your shop’s performance over longer periods – year-over-year, month-to-month or quarterly – so you can implement long-term solutions to promote growth.

Examples of using evergreen data include:

  • Create more business with declined jobs: When you want to influence cash flow for the coming weeks or months, you can follow up on previously declined jobs, such as an oil change or tire rotation. This customer-centric approach can not only build your customer relationships, but also drive business during a slow month.
  • Create value with Shared Customer History: You can share your customer’s history across multiple locations, bringing extra value through this evergreen data. For example, if a customer asks when they had their last oil change, your service advisor will be able to pull that information within seconds – no matter which location the customer last visited.
  • Create custom financial reports to track shop performance: Tekmetric’s financial reports give you the power and flexibility to create a report that tracks what’s important to you, without any extra noise, and make decisions based on past performance. For example, you can utilize the Time Period Configuration feature to compare data from the previous year or another custom time period, identifying bottlenecks and adjusting your strategy accordingly.
  • Track month-over-month trends with comparative reporting: Pay attention to the trends that occur each month in comparison to the same time frame in previous years. This will allow you to spot trends and respond accordingly, such as preparing for a particularly busy season or implementing strategies to create more work in a slower season.

The Price of Ignoring Data

Time is money. Evergreen and real-time data allow you to manage your shop’s time and resources in the most efficient manner to generate profit while providing an excellent customer experience. To grow your shop, ensure you are using both forms of data to your advantage. Combining evergreen data’s longevity with real-time data can lead you to a multi-faceted business strategy, creating a customer-centric approach that ultimately generates more cash flow, profit and growth.

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FAQ

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Starting a business can be a big risk. But if you map out a plan and execute it right, the outcome is well worth it. Having a solid automotive repair workshop business plan in place is especially important if you ever plan on owning multiple shops. 

When you realized that you wanted to be a shop owner, it’s likely you considered the good you can do for both yourself and other people. Helping customers get their vehicles back on the road, and helping service advisors and mechanics grow in their careers is an exceptionally rewarding aspect of owning and operating a repair shop. 

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In an era where digital solutions are rapidly transforming industries, the auto repair space is no exception. Fortunately, in addition to increasing efficiency and streamlining customer service, this growing reliance on digital systems also offers an opportunity to enhance transparency. Transparency is essential to building trust and empowering vehicle owners with the knowledge they need to make informed decisions regarding repairs. When leveraged correctly, digital solutions can bridge the gap between auto repair shops and customers, creating opportunities for transparency from the moment the customer brings the vehicle to your shop to the final payment and pick-up.

Using Technology to Educate Your Customers

In an industry where trust is paramount, educating your customers is one of the best value-adds you can offer. When done conveniently and thoroughly, education can help the customer better understand their vehicle’s problems, the necessity of the proposed repairs and what additional repairs need immediate attention. This in turn allows them to make the best decision for the health of their vehicle and their safety as the driver.

Digital solutions can play a significant role in educating customers. In conjunction with the technicians who complete the repair, service advisors are in a unique position to educate the customer about their vehicle and repairs. When the service advisor takes the time to clearly share the technician’s diagnosis and proposed repairs, the customer can better understand where their money is going. Digital solutions can help streamline this process, which makes customers more likely to approve repairs – ultimately driving your average repair order. Some digital solutions include:

  • Digital Vehicle Inspections. Aside from cost, customers care about two things when it comes to repairs: what repair is needed to get the car back on the road, and how long it will take. DVIs fulfill both needs – and they provide the information in a digital format the customer can easily access and understand. With the right mix of photos and videos sent to the customer, vehicle owners can see the healthy and unhealthy parts of their vehicle. By using DVIs as a tool to educate your customers clearly and conveniently, you can foster a relationship based in trust and transparency from the beginning.
  • MotoVisuals. Tekmetric’s MotoVisuals integration makes explaining tricky car problems easy. MotoVisuals offers a wide selection of simple-to-follow animated videos about general vehicle repairs to accompany your DVI. By sharing a MotoVisuals video with the vehicle owner, you can leverage top-notch visuals to effortlessly explain repairs without confusing tech jargon. This can help make it an easy “yes” for the vehicle owner when it comes to approving repairs.  

Building Trust by Meeting Customers Where They Are

A big part of establishing transparency in your shop is creating convenience for your customers. Through convenient digital tools, you can share information with customers easily and clearly in a format they can access anytime, anywhere. For example, by facilitating a convenient, two-way digital conversation, you can share repair updates and answer questions all through a simple text. You can even share photos and videos to further illustrate your recommendations. When customers can text you and get immediate responses, they can rest assured that your shop will meet their needs in an efficient manner.

At Tekmetric, two-way texting and text-to-pay both build on convenience through transparent communication, from repair questions to financial needs and payment options:

  • Two-way texting. Two-way texting allows for open communication between your shop and the customer in a format that is accessible anytime, from anywhere. Nearly all parts of the repair process can be completed via text, from sharing DVIs to gaining customer approvals.  Customers can view images of their car and ask questions, and the service advisor can respond with clear explanations or even share videos through MotoVisuals. This also creates a simple, transparent record of the repair process, including time and date stamps, whether a customer viewed the message and more.
  • Text-to-pay. Vehicle repairs are often one of the most expensive purchases a customer can make. Therefore, it’s important to offer financial options that are easy to access, so they can easily review the invoice and submit payment. Text-to-pay provides the tools shop owners need to offer a seamless, convenient payment experience for customers, while keeping data secure and fully integrated into the Tekmetric system.

Establishing Transparency Through Secure Digital Payment Options

Transparency is critical from start to finish in the auto repair process. You work hard to establish and build trust with the vehicle owner throughout the repair – so it’s crucial to maintain the same level of transparency at the final touchpoint: the payment. After the repair, you should offer a secure form of payment your customer will be able to review, clearly understand and complete in a format that is easiest for them.

  • Buy Now, Pay Later. When it comes to finances, most repairs are surprise purchases for vehicle owners. Even with a budget, there is no way a customer can anticipate the exact cost of the necessary repair ahead of time. By offering payment installment options through Buy Now, Pay Later, shop owners can demonstrate transparency about the total cost of the repairs while providing options for financing so the customer can complete the repair while adhering to their budget.
  • Integrated Payments. Shops run more efficiently with integrated payments due to a visible, centralized location. Integrated payments allow customers to pay without being at the shop or needing a physical credit card. Within one click, the customer can pay, streamlining the final part of the customer experience and maximizing the shop’s workflow through a quick and painless payment process.

Transparency fosters greater trust and loyalty between auto repair shops and vehicle owners. By providing clear and open communication throughout the auto repair process, shops can build stronger relationships, gain new business and increase customer satisfaction. The more transparent you are, the greater the vehicle owner’s trust in your shop. This enhances your reputation and your business performance, leading to more customers, an excellent customer experience and ultimately greater profitability.

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