Retain More Customers With Auto Repair Estimating Software

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May 22, 2023

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Read time: 3 min

The truth is that estimates tie into professionalism. When the first oral surgeon gave you an estimate for your wisdom tooth removal surgery, they helped you:

  • Manage your expectations: You knew what kind of procedure to expect, and how much you could expect to pay for it.
  • See that the office cared about your wellbeing: The oral surgeon and their staff wanted you to make the best choice possible and gave you a resource to accomplish that.
  • Have a reference point for the future if any issues come up: For example, if you got charged a couple of hundred dollars more after your procedure, you’d have documentation to show that the extra cost wasn’t part of the plan.

Wisdom tooth removal surgery isn’t cheap. Neither is auto repair work.

Just like a professional oral surgeon’s office explains to patients what their options are and how much they should expect to pay for procedures, a professional auto repair shop shows drivers what their repair work options are and how much they should expect to pay for repairs.

That professionalism is what helps you win over and retain more customers. If your customers are deciding between different auto repair shops, they’ll likely stick with the business that shows the most professionalism.

What Makes Inspections and Estimates High-Quality?

What do we mean by “high-quality”? In our experience, the building blocks of high-quality records are inspections and estimates that

  • Offer clarity (are easy to understand)
  • Offer accuracy
  • Are professional
  • Offer room for customer choice and feedback
  • Open the pathway to effective communication

But before we explore these characteristics further, let’s look at the different types of inspections and estimates.

Comparing Different Inspection Approaches

There are three main ways to put together inspections and estimates at auto repair shops:

  1. Via pen and paper
  2. Digitally, but without software
  3. With auto repair estimating software

We know there are different variations of all three of these methods. For example, with pen and paper, you may use pre-printed inspection forms and have technicians check boxes and scribble notes as they work.

As for digital, you can use emails or spreadsheets. For the purposes of this piece, we’ll be sticking to the email method in examples.

And of course, there are different options for auto repair estimating software on the market.

Auto repair estimating software is the best method if you want to leverage the benefits of high-quality inspections and estimates. But not all auto repair estimating software solutions are built the same.

Auto Repair Estimating Software Features to Look For

There are several features that make auto repair estimating software truly high-quality:

The most important feature? Digital vehicle inspections. At a basic level, digital vehicle inspections enable technicians to quickly punch in inspection details into software via their tablets or smartphones. And by going with auto repair estimating software like Tekmetric that has a well-built digital vehicle inspections feature, technicians will be able to:

  • Clearly list out specific findings, minimizing the chance of misunderstandings about the type of repairs needed
  • Attach photos and videos to inspections to better show customers what the issues with their vehicles are
  • Categorize repairs by severity; Tekmetric has a color-coded system technicians can use to show customers which repairs need work done ASAP, which repairs can wait for a bit, and what’s A-OK with their vehicles

And thanks to Tekmetric, service advisors can email or text customers those inspections and estimates.

Customers can then approve or decline specific jobs from wherever they are, be it waiting at the coffee shop next door or lounging on their couch at home—there’s no need for them to hang around at your shop.

Of course, if they want to wait at your shop, they’re more than welcome to. But many customers will appreciate staying in the loop about their repairs if they do decide to do something else.

And because this all happens through auto repair estimating software, the service advisors will be able to see exactly which jobs customers authorized, minimizing the chances of miscommunication and customer frustration.

The Advantages of Auto Repair Estimating Software

1. Clarity

Auto repair estimating software significantly increases the clarity your customers have about repair work at your shop. With the right solution, customers will be able to read specific findings on an inspection, understand exactly what work they need done, and directly approve the repairs they want on the included estimate.

No more struggling to read the handwriting on a paper estimate, nor will they have to repeat themselves over the phone to make sure they’re understood correctly after reading the email a service advisor typed out.


Additionally, if the auto repair estimating software has search functionality for inspections and estimates, customers will be able to quickly get their questions answered because service advisors can look up details in seconds.

Auto Repair Estimating Software That Provides Clarity

Tekmetric gives customers the ultimate clarity on inspections and estimates.

Once a service advisor sends a customer their inspection and estimate, the customer can see each repair their vehicle needs. As a bonus, customers can also get a transparent look at the urgency of each specific repair, thanks to Tekmetric’s color-coded approach. All repair work, and the urgency of that work, is clearly spelled out.

And, by being able to attach photos and videos to the digital vehicle inspection, customers can see for themselves what’s going on.

When customers can see with their own eyes that their car’s engine is seriously rusted, they’re more likely to place their trust in your team. Anything you and your team can do to show customers that you’re acting in good faith will help customers trust you more.

You and your team can personalize the inspection process even more by taking the time to sit down with customers and review the results so you can help them budget repairs more efficiently, like what Aaron Smith and his employees over at S&S Auto Repair do.

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Take it from Smith at S&S Auto: “If a technician brings us a digital inspection and there is a lot of stuff in red, we can go through and break them down into the three categories of safety, maintenance, and repairs. In each category, we break it down further: this needs to be done today, this can wait until your next oil change, and this one we can work on in the next six months, but you need to budget for it.”


2. Accuracy

Auto repair estimating software is the most effective way your team can ensure that customers get accurate inspection and estimate details.

Because they can view the inspections technicians put together in one main system, service advisors can create estimates without having to open multiple tabs, decipher difficult-to-read handwriting, etc.

And in turn, customers will gain the benefit of inspections and estimates that are as accurate as possible.

Accuracy for Your Customers

Because Tekmetric runs on the cloud, technicians can punch in inspection details on a tablet or smartphone while they work, and color-code each inspection finding by severity.

From there, service advisors can view all the inspection details, put together the estimate portion, and send everything off to the customer.

The customer can then check off exactly which repairs they want, and decline the repairs they don’t want. No copying and pasting and deciphering tricky handwriting involved—for anyone!

3. Professionalism

Whether we like it or not, customers judge all businesses by their level of professionalism, and you might be surprised at how the little things add up.

Your shop’s inspections and estimates are one of the most effective ways you can show your customers how professional your shop is across the board—and a huge part of professionalism is standardization.

Pen and paper can easily look unprofessional, and out dated. Modern customers have modern expectations, and will happily rather have their inspection findings emailed to them.

That's where a shop management system comes in, standardized your intake process

Professionalism in a Flash

For example, default inspection templates make it easy for your team can put together inspections and estimates with the same general appearance over time, and customers will notice! Customers will also be able to directly approve the work they want done and decline the work they want to hold off on. No confusion.

Your customers will be impressed by your shop’s consistency, the look of the inspections and estimates, and they’ll also be relieved that they can easily access that documentation for future reference.

They won’t have to worry about hunting down a paper inspection or trying to remember exactly what they approved over a typed-out email estimate if they need to reference something later on.

4. Effective Communication

What goes hand-in-hand with increased customer agency? Pathways to effective communication. Part of giving your customers agency over the repair work they approve and decline, and the rest of the process, is making it easy for them to communicate with your team.

Auto Repair Estimating Software

The right auto repair estimating software opens up multiple reliable communication pathways for customers, especially given that many customers won’t be sitting around at your shop.

Instead of having to play telephone or email tag, for example, customers can message your shop, and every service advisor logged into the system will see it. From there, one of those service advisors can answer the question or give an update.

Customers won’t have to deal with disparate communication and can have peace of mind that your team will receive their messages and respond to them in a timely manner.

So let’s return to the example we used above, where the technician finds an additional issue that wasn’t included in the initial estimate.

With an auto repair estimating software solution that lets service advisors reach out via email and text, it’s more likely that the customer will see the message, even if they’re busy with errands or in a meeting, and they can promptly authorize the additional work or ask questions before there’s a major hold up.

Simplify Every Step

Service advisors don’t have to call or walk up to technicians to ask them about the severity of repairs, and technicians don’t have to call or walk up to service advisors to clarify whether or not a customer gave the go-ahead for specific jobs.

When your team members interrupt each other less, they’ll be able to better enter and maintain a state of flow, which will help them knock out tasks more efficiently.

They’ll also get along better with each other, and your customers will notice! When they see that everyone gets along, customers will trust your shop more. Think about your own experiences—when you go to the dentist, don’t you feel more at ease and trusting when you see that the dentist and dental assistants all get along? Your customers feel the same.

Learn how to Modernize Your Shop to Drive Success

As you’re researching different solutions by doing things like determining which features you need, reading software reviews, sifting through common myths, attending demos, and more, keep your eyes and ears open.

Make sure any solution you implement at your shop has all the features you need. Don’t assume that a particular solution will tick off all your desired boxes. Perhaps the solution you’re evaluating is missing a key feature that would defeat the purpose of you even rolling it out for your team.

Also, we can’t stress this enough—get your team involved in the decision-making process! They’ll be using the software daily, after all, and it’s important that you go with something they’ll feel comfortable using.

By modernizing and advancing beyond pen and paper and clunky emails (or other non-software-based digital methods), you’ll open the doors to increased transparency, greater customer agency, more sales, better recording keeping, and enhanced team collaboration—just to name several benefits.

You can still keep your notepad and pen around for times when you want to jot down a reminder, and email isn’t going anywhere anytime soon. But ultimately, you’ll feel more at ease when your business is turbocharged with a shop management system.

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

FAQ

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Chargebacks are something that no shop owner wants to deal with.

Your business relies on big-ticket sales, and chargebacks on those sales can squeeze your margins.

When a guest goes through their bank or credit card company to get a refund, whether it’s because they were unhappy with the repair or not, it can leave shop owners in a bind where they might have to eat the cost of the labor, parts, and profit.

There are some cases where business owners can make a case against the chargeback, but it can be a lengthy process and most banks and credit card companies will side with the cardholder who’s making the complaint.

Protecting your business from chargebacks doesn’t start when the payment is processed, nor does it end with being reimbursed for a single chargeback. The best way to protect your business from chargebacks is to establish clear, open communication with your guests and adhere to a consistent and secure payment process.

Always Get Your Guests’ Consent Before Doing Work

When your service advisors take guests through the repair order, they should listen carefully to what the client wants; service advisors can never be too careful.

If that means spending some extra time to review the repair order with the guest, it’s time well spent.

A little more time spent on the front-end can save you a lot more time on the back-end. Once the RO is thoroughly reviewed, you can get either written or verbal consent for the work and the cost. It’s worth keeping in mind that it’s easier to document written consent.

Shop Tip: Use the Courtesy Inspection to Guide the Approval Process.

Using a shop management system like Tekmetric where the guest can see the courtesy inspection and click through and select the work they want and the work they want to put on hold can set clearer guidelines for both the guest and the service advisor.

Establish a Transparent Relationship with Your Guests

Providing excellent customer service is good practice for any auto repair shop, but it also goes a long way toward preventing chargebacks.

Let your guests know that you’re committed and dedicated to fixing their problem, even if that means taking their vehicle back into the shop if the guest is not 100% satisfied.

If you make it clear to your guests that they can come back to you about any concerns, they are far less likely to go to their bank or credit card company first. And it’s better to do a little extra work to ease the mind of your guest than it is to give away an entire repair order for free or go through legal hassles.

Shop Tip: Set a Clear and Easy Return Policy.

If your shop doesn’t already have one, consider establishing a clear and easy return policy and make it visible to guests via signage or with messaging on repair orders.

Simple policies such as “If you’re not satisfied, call us, and we’ll make it right” can go a long way in terms of letting guests know they should go straight to you if there’s something wrong.

Have you submitted your taxes yet, or are you struggling to get your records in order and submit everything on time? Wherever you are in your tax prep process, you need to pull together a plan and act fast or you may have to pay penalties.

Sometimes, even hearing the word taxes can be scary, but unfortunately, taxes are one fear we don’t get to avoid indefinitely. Auto repair shop Tax Day is the same day as everyone else’s Tax Day, and things just get more complicated if you don’t file on time. The clock is running out on your time to file without an extension this year, and even filing for an extension comes with its own deadline.

But if you tackle the process with knowledge and empowerment, doing business taxes and sales tax on car repairs at the shop doesn’t have to be difficult.

Here are five tips that can help you have a better auto repair shop tax season.

Disclosure: the information in this article is not to be taken as formal tax or legal advice. Individual business circumstances vary, and you should always consult with a CPA and tax attorney.

5 Things Shop Owners Can Do to Prepare for Tax Season

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2024 was a big year for Tekmetric and for the shops we support. Thank you to all the shops that supported us this year and for allowing us to be your partner. Find our 2024 highlights below.

Key customer wins

Tekmetric exists to help shops be more efficient and more profitable. Here are some of the notable wins our shops achieved in 2024:

  • Number of cars worked on: 28 million +
  • Number of Tekmetric releases: 44
  • Hours saved by adding a Smart Job to an RO: 4,700 + Hours
  • Number of photos added to inspections: 50 million +
  • Transactions processed through Tekmetric shops: 1.6 million + ($900 million processed)
  • Average ARO: $913.35 (That’s 167% higher than the national average!)
  • Top features used by customers:
    1. Digital Vehicle Inspections
    2. Two-Way Messaging
    3. Smart Jobs
    4. Tekmetric Payments
    5. Counter Sales

Top product releases

Mobile app

Tekmetric Mobile allows shops to perform inspections faster and streamline their workflows. It is available for free in the Apple and Google app stores.

Tire suite

Our tire shop software helps shop owners streamline their operations, invoices, tire ordering, inventory management, and ensures regulatory compliance.

Payments

Tekmetric Payments received a rebrand in 2024 with it being added into the Tekmetric main portal plus more financing partnerships.

2024 Awards

G2

Tekmetric took home more hardware in 2024 including the G2 badges for most implementable, best usability and momentum leader. Ultimately, this led us to be ranked first for best auto shop management software by G2.

Silver Stevie Award

Tekmetric received the 2024 Silver Stevie Award for fastest growing tech company.

Houston Business Journal

Tekmetric earned a top 25 ranking in the best places to work for in 2024.

Top events

SEMA/APPEX

This year, Tekmetric had a significant presence at SEMA and APPEX. Our primary focus was on mobilizing and engaging with our customer base, driving demand for Tekmetric solutions, and increasing brand awareness.

At SEMA, the largest automotive trade show in the USA, which attracts about 140,000 attendees, we hosted the 5th Quarter and Yeti Giveaway Happy Hour event in our booth on Tuesday, Wednesday, and Thursday. This event featured drinks, snacks, and a raffle for a Yeti Prize Package, creating a relaxed and engaging networking atmosphere during the last hour of the show.

Vision

VISION Hi-Tech Training & Expo, a premier automotive service event for over 30 years, annually drew over 3,500 attendees. Focused on employee training, it offered hands-on lessons for technicians, service advisor training, and management sessions. The 2024 conference, held from February 19th to March 3rd at the Overland Park Convention Center, covered technical practices, standard operating procedures, KPIs, and service advisor sales approaches.

Tekmetric had a booth at this event, providing valuable networking and learning opportunities. The event also served as a marketing platform for top automotive companies to host sessions, sponsor, and exhibit, connecting with dedicated professionals and contributing to industry excellence. Additionally, we co-hosted a happy hour with Steer on March 1st, which allowed us to interact with more attendees in a relaxed and engaging setting.

Shop Hackers

The Tekmetric team attended Shop Hackers in early August as a Platinum Sponsor. Shop Hackers was one of Tekmetric’s key strategic events of the year, with a large portion of attendees being Tekmetric customers. Our focus as a revenue team was to ensure we leveraged the event and overall investment to:

  • Mobilize and engage our customer base.
  • Drive demand and adoption of Tekmetric solutions.
  • Generate brand awareness and visibility for Tekmetric.

At this event, we had the opportunity to speak directly with attendees and presented Tekmetric Unveiled: Latest Features and Upcoming Innovations, showcasing our newest developments and exciting future plans. We also launched the MVP Customer Advocacy Program, which allows us to recognize and engage our most valued customers. To further enhance the experience, we invited four of our customer shops to attend the event and share their experiences with Tekmetric.

Closing Thoughts

2024 was a big year for Tekmetric and the shops we support. As we look ahead to 2025, we are excited to join forces with Shopgenie and provide even more ways to streamline your shop operations. Lastly, thank you to all of the shops that allowed us to serve you in 2024 and we can’t wait to see what you + Tekmetric accomplish in 2025.

2024 Tekmetric Recap

December 19, 2024

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