How Automotive Work Order Software Replaces Pen and Paper

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May 22, 2023

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Read time: 3 min

Old habits are hard to break, especially when it comes to the physicality of handwritten notes.

A pen and a piece of paper can provide a better sense of security—they’re tangible and tactile. In our minds, we view paper as something we “own”, which makes it seem more reliable and easily obtainable.

But is pen and paper more reliable than digital tools?

Although the trusty pen and paper method does have perks, there’s a time and a place for everything. Which leads us to paper’s modern day competitor: digital software.

Switching paper out for a modern, digital format will enhance legibility, make archiving far easier than having file cabinets full of papers, and will strengthen collaboration across your team. Not to mention, you don’t run the risk of a fire or flood destroying your shop’s backed up data the way a natural disaster would with paper files and documents.

Now, this isn’t to say that digital software will replace every single piece of paper; however, software can successfully improve the efficiency of projects—especially when it comes to running an auto shop.

Let’s bring it back to the initial question: is automotive work order software a replacement for pen and paper? The rough answer is "yes," although there may be times where you still want to have paper as an option.

But many pen and paper tasks can be replaced, and should, for better productivity and organization. Automotive work order software can astronomically enhance your shop’s productivity and organization in ways that traditional methods cannot.

In your personal life, paper can take precedence in whichever way you wish. But in your shop, opting in for a digital system instead of pen and paper has more pros than cons.

Pen & Paper vs. Software

Let’s look at the data on why software has the ability to replace pen and pen and paper: A study conducted by Deloitte in 2019 found that 85% of all SMBs (small and medium-sized business owners) report that the digital tools they are using have helped their business in some way.

The study gathered 1,000 SMBs to take part in the survey. Here are the key findings:

  • Businesses with advanced use of digital tools are five times more likely to reach new customers than their less digitally advanced counterparts.
  • Tech-savvy businesses are three times more likely to create new products and services and are two times more likely to create jobs than those that don’t rely on technology as much.
  • Businesses that leverage digital tools are three times more likely to experience revenue growth and twice as profitable.

Writing things down on a piece of paper definitely has its benefits, and shouldn’t be ridiculed as a form of notetaking. In fact, many individuals opt into pen and paper when they’re either in a hurry, or need to focus and want to prevent any distractions.

I’m sure you’re thinking to yourself, “Why is a digital software company telling me this? Aren’t they selling software?” Well, you’re not wrong, but our team at Tekmetric believes in highlighting all aspects of auto repair shops—and although modernizing your shop is an ideal way to make strides in the auto repair industry—traditional mediums shouldn’t be completely eradicated.

So, before we get into the benefits of software, let’s take a look at when handwritten notes make for an ideal option.

When the Good Ol’ Pen and Paper Still Comes in Handy

Ask yourself when was the last time you used a pen and a piece of paper to jot something down. There’s a good chance it was because of one of the following scenarios:

  1. You were in a hurry,
  2. You needed to focus, or
  3. You wanted to make a note-to-self.

These reasons for taking handwritten notes can also be applicable in your shop. Whether you’re a technician, service writer, or shop owner, focus and efficiency are key components of your day.

Although you may have your habitual way of jotting down thoughts and reminders, where pen and paper are lacking is filling out work orders (or Repair Orders) in your shop. Manually writing down an RO for a customer, even on a templated piece of paper, will get in the way more than it helps.

That’s why creating room for a more secure, efficient, and clean form, like digital work order  software, will enhance your shop in more ways than one.

6 Ways Digital Software will Enhance your Auto Repair Shop

A huge part of auto shop’s are the work orders created, under way, completed, and archived. Having the ability to not only make the process easier for your team, but also streamlining the work order life cycle is a shop innovation you won’t regret.  

1. Effective Collaboration Across the Board

Think of how many moving parts there are in the work order process: technicians collaborate with the service writers on parts needed, repairs completed, and any additional findings that need to be addressed; service writers collaborate with both the techs on in-progress work orders and customers on where their car is at in the repair process; and customers collaborate with the service writers by having to sign off on repairs.  

With pen and paper, the above steps require quite a bit of juggling. The technician might be trading sticky notes with the service writers, and service writers would need to get customers to sign off on estimates, invoices, and repair orders.

At the end of just one repair, your team might have used four or five sheets of paper and a half-dozen sticky notes! With so many pieces of paper shuffling between hands, there is a lot of room for error and inefficiencies.

With automotive work order software your team can track and collaborate on the same platform.

Every person is seeing the same information on their screen, so there is far less room for misinterpretation, error, or lost sheets of paper. Create repair orders, access notes, findings, part orders, and write up the customer with just a few clicks.

Common features include:

  • Built-in DVI’s
  • View employee schedules across the shop
  • Send job statuses to customers via SMS or email estimates/invoices
  • Easily search saved vendors by name, phone, email, or website
  • Give customers the ability to make mobile payments with Tekmerchant
  • View real-time reports of your shop anytime, anywhere you have internet access

‍Tek-Tip: work order software isn’t the only advantage of Tekmetric. Here are additional features that will enhance your shop’s collaboration even more.

2. Clean and Organized Format  

Keeping lists, memos, and notes organized can become a challenge, especially as work orders start to stack up. Organization is vital at any auto repair shop. Just think of how many projects go on in just a day’s time—from the creation of the work order, to the invoice payment.

Digital software eliminates the hassle of keeping paper and file cabinets organized.

Alongside that, it gives your team the ability to cleanly and quickly enter the info they need to, when they need to—whether that’s the service writer entering the customer’s information or the tech entering their findings during the vehicle inspection.

Having work order software will boost the efficiency of your team by keeping everyone on top of tasks and organized throughout the entire process.

A digital “filing” system will make it easier for you to sort, save, share, and find that work order information you’re looking for.

3. Exceedingly More Secure

Digital documents are inherently more secure than paper documents If your shop only uses paper, the risk of information being lost or damaged is inherently higher.

Let’s say an unforeseen natural disaster impacted your shop—whether a fire, flood, tornado, etc.—your data, safely stored, will not be lost. Your shop’s data stream will be backed up with Tekmetric’s secure technology and cloud-based software.

And you already know what would happen if your shop’s document system was managed primarily through physical materials.

Going digital will not only prevent data from getting lost or “stolen”, but will also—quite literally—save your shop’s finances, history, customer information, and team schedules from getting destroyed due to the unexpected.  

Which leads us to another security aspect to highlight: confidentiality. Auto repair software, like Tekmeteric, ensures there is a level of security for all users—whether for your team or your shop’s customers.

And while as a leader you hire trustworthy employees, there are times when team members need to be let go.

If that’s the case, with Tekmetric you can customize permissions to prevent them from taking any personal info from customers and/or the shop.

4. Create Work Orders in Minutes

Think to yourself what all goes into creating a work order: the work order number, the description, the customer’s information, the created/completed dates, the vehicle’s history, customer notes, and so on.

How long would it take you to write down a work order with all of that required information?

Most people on average type faster than they write with a pen.

According to a study comparing typing vs. handwriting, researchers found that those who participated had a typing speed of at least five words per minute faster than writing by hand.

In addition to typing speed, the fact that digital software can pull information from reports and customer notes means a work order that would take 45 minutes to fill out by hand only takes about 10 minutes to fill out with software.

5. Legible No Matter What

One thing that makes hand-written notes so unique is that everyone's handwriting is different.

Now, while your unique handwriting might add a great personal touch to a letter or card, it might not be best suited for situations where legibility is super important—like on an estimate or work memo. And let's face it: not everyone has the cleanest handwriting.

Yes, handwritten notes have situational advantages, but an auto shop is usually not the place for that.

You’ll have to make copies, the technician’s notes might be difficult for people to read, and if any spelling errors or misreading occurs, the possibility of mistakes—whether with a customer’s car, or the shop’s operations—is unfortunately heightened.

What if the service writer was in a hurry writing down a customer’s service issues, and the tech misinterpreted what was jotted down?

Imagine how upset a customer would be if their vehicle started acting up again right after leaving the shop.

With automotive work order software you never have to worry about illegible handwriting or chicken scratch getting in the way of a job well done.

Service writers can type down the customer’s issues, assign the RO to a tech, and the technicians—simply using a smartphone, tablet, or computer—can type out their findings, with detailed photos and videos showing customers exactly what is wrong.

Tek-Tip: Do you have customers or technicians that prefer having physical copies of invoices or inspection reports? With Tekmetric, you can print inspections and repair orders for technicians, or estimates and invoices for customers on-demand. You also have the ability to control what appears on printed estimates, invoices, inspections, and ROs, including your shop’s address, phone number, email, website, and logo.

6. Schedule in Real-Time

Papers take more time to store, find, and recall. Sure, you can just start a new sheet of paper, but then you have duplicate information with various sheets of paper lying around.

And with pen and paper, you can only look at one at a time, which isn’t very manageable in the auto repair industry.

With digital software, you can look at everything, all at once.

Whether it’s pulling up one specific work order, populating all current work orders, or viewing your shop’s whole month calendar.

Having the ability to quickly and instantaneously pencil in appointments is a scheduling must when you have five work orders going on at any one time.  

Service writers: let’s say you have a walk-in at the shop.

Having the ability to quickly enter their info—or if they were a customer in the past, Tekmetric will automatically populate it in the future—is the ideal scenario for both you and the customer.

Work order software will ramp up that efficiency and help you grow your business exponentially.

No Papers Lost, No Time Wasted

Think of how you’re viewing this blog: you’re either reading it from your phone, laptop, or tablet. The benefit of this being online rather than handwritten or face-to-face is that it’s 1) easy to find, 2) takes up no space, and 3) can be easily shared with other shop owners.

Accessing it digitally enhances the experience.

Just as you might be clicking one of the links embedded in the article, you can also click from one Tekmetric feature to the next. From the Job Board, to the shop’s inventory, to the BG canned jobs integration—it’s all just a click away.

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

FAQ

More articles

When my husband Dana and I started Haglin Automotive, our loyal customers found us from The Yellow Pages.

Things have drastically changed since then thanks to all the technology advancements. Online reviews and Google play a big part in whether a customer will set foot in your shop or return for future repairs. 

At Haglin Auto, we always adjust to meet customers, and whether they’re a return customer or a new customer, we prioritize how they feel.

It’s important to meet your customers where they are. We even offer customers free vehicle pick-up and delivery service, free shuttle services, and free loaner vehicles.

But, more importantly, we make sure they understand their repairs and can see everything that’s going on with their cars.

Build Trust with Digital Vehicle Inspections (DVIs)

Haglin Auto has been around for 41 years in the Boulder area, and twice a year 30,000 people come in and out because of Boulder University of Colorado, so we’ve always had an influx of students.

And in order to cater to our college students, we started implementing DVIs. 

The reason we made the change in the first place was because our service writers would call a local college student and say, “You car is doing this, this, and that,” and a lot of the times a student would respond with, “I don’t understand,” “I’m not the one paying,” or “Let me call my mom or dad.”

From there, the student would make a phone call home, they would ask questions, and then the student would call back with questions. 

Meet Customers Where They’re At

Read time: 3 min

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The reality is that now is a better time than ever to set your auto repair shop up for success, and even start laying the foundation for multi-shop growth. Especially for shop owners willing to take the time to embrace a new toolset: a modern shop management system.

In our latest Auto Repair Industry Index we took a look at recent industry trends across the country, compiled data from industry resources, and compared it to our Tekmetric data. What we found was really promising!

With a cloud-based SMS, shops can leverage amazing features like Default Inspections and Smart Jobs to not only simplify their workflows and smooth out their operations to run like a well-oiled machine but also set their business up for future growth and success.

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.