Lead Your Auto Repair Shop to Sucess As a Service Advisor

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Read time: 3 min

Traditionally, there are four pillars to an auto repair shop that all support one another: the shop owner, technicians, customers, and service advisors.

The integrity of the shop depends on each of these pillars in different ways. The shop owner needs to make the right calls and put the right systems in place for technicians and service advisors to do their jobs. Technicians must stay focused on repairs. And loyal customers keep the lights on.

By effectively leading your team, service advisors can support the other three pillars of the shop—and in turn, achieve balance and improve the quality of your job. Getting started in your Service Advisor career, or looking for some tips? Here’s how to lead your team with intention.

Strategize With the Shop Owner

During day-to-day operations, your service advisor duties and the decisions you make will directly influence the shop’s workflow. Because shop owners call the shots, and you see the day-to-day impact of their decisions, the relationship that you have with your shop owner is ripe for collaboration.

In addition to streamlining your workflow, a good shop management system will also allow you and the shop owner to track and identify patterns.

Tracking patterns can help you identify even more opportunities for shop growth:

  • As you delegate tasks based on priority and monitor your team’s performance, you might notice where there’s room for improvement.
  • If you see that a technician’s productivity has significantly decreased one month after a steady flow, you can work with them on an improvement plan to get back on track.
  • Service advisors might also notice where systems and processes can be improved. In many cases, productivity gaps aren’t the result of individual employees but rather the result of inefficient ways of doing things.

If you have a difficult time seeing the status of repairs or if you have to constantly leave your station to chase down a technician or a customer, a better shop management system can help add some transparency into the process.

Set Technicians Up for Success

One of your main service advisor duties is to maintain harmony in the shop. Finding the balance between helping customers and helping technicians keeps the wrenches turning.

It’s typically up to technicians to run inspections, but service advisors play a key role in handing off the inspection tasks.

  • If a customer comes into the shop concerned about a leak, you might prompt the technician to conduct a fluid inspection. One of your service advisor duties might even include creating vehicle inspection checklists that you can assign to technicians, helping them know exactly what parts of the vehicle to inspect.
  • After a technician completes the inspection, it’s now your turn to show the customer all the issues they found, write up an estimate, and sell the work. The more work you sell, the more work technicians have on their plates. And depending on how the shop pays service advisors and technicians, the more work you sell, the more money both of you make.
  • Once the work is sold, you can begin ordering parts and dispatching the jobs to one or multiple technicians. In many shops, ordering parts falls under service advisor duties, but some shops hire a parts manager to help find and purchase parts as well as manage the shop’s inventory. If your shop has a parts manager, you will still be responsible for communicating with them, especially when you write the parts side of the estimate.
  • When you dispatch work, you want to be careful to distribute the work evenly among technicians so that no one technician feels overloaded or that they’re not getting enough work. You might even want to know which technicians specialize in certain repairs so that you can foster better collaboration among technicians.

Support Your Team From the Ground-Up

It's also worth zooming out and thinking about setting your technicians up for success from a fundamental perspective. Everyone's working together as one piece of the puzzle at a your shop.

With service advisors keeping things organized, shop owners setting direction and goals and directing operations, technicians are the workers of your shop, the ones turning wrenches and fixing cars.

Something really interesting we uncovered in our recent Industry Index Report was that, on average, Tekmetric shops could pay their technicians almost $5 higher than the national average from 2022.

Shops should structure their team and payroll operations to, of course, maximize labor profit margins. But it's also critical that shop owners ensure employees are paid adequately for the work they do.

At the end of the day, one of the best ways to show your team how much you value their hard work is to compensate them well for the work they do, which will keep them motivated and driven to deliver great results!

Build Trust With Your Customers Through Transparency

Even though you work closely with the shop owner and technicians, the most important part of your service advisor duties is customer service.

A major element of leading your team is setting a good example for them on how to deliver great customer service.

Every day at the shop, you’ll need to take customers through the inspection and estimate process. Many customers will have questions about their car and the services you’re suggesting.

Probably the most challenging but rewarding of all the service advisor duties is building customer loyalty.

Standardized processes like including images with every Digital Vehicle Inspection sent to a customer, and features that help free up Service Advisors with fewer clicks or even detailed customer history, enable Service Advisors to create transparency, consistency, and amazing customer service at every step of the interaction.

When customers feel they can trust your shop, they'll be more likely to approve repairs. Especially those expensive, unexpected repairs.

By showing them exactly what's wrong, what needs to be fixed, and how much it'll cost, customers will be more likely to understand the why behind the repair, and not just focus on the cost.

Streamline Your Service Advisor Duties

Using Tekmetric’s many features, including the Job Board, Tech Board, and DVIs, you can set your team up for success—and create a shop environment where everyone can thrive.

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

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A Note from Sunil: Why We Built Tektonic 2026

Over the years, I’ve had thousands of conversations with shop owners, advisors, and technicians across the country. No matter the size of the shop or how long you’ve been using Tekmetric, I keep hearing the same two things:

You want a place to learn from each other.
And you want deeper, hands-on Tekmetric training.

That’s exactly why we built Tektonic 2026.

If you’ve already found this page, you probably know the basics: three days in Houston, April 9-11, built for owners, advisors, and technicians from every kind of shop and every kind of system. Tektonic is about one thing — helping you get better results, faster, with practical education, shop-tested playbooks, and product training you can actually use.

Here’s a sneak peek at what we have in store, at what that really means for you and your team.

For Owners: Stop Profit from Slipping Through the Cracks

You already work hard. The question is whether every hour and every RO is actually paying you back.

Breakout: Unlock Hidden Profits Without Blowing Up What Already Works — Alex Saladna, CEO, WickedFile

‍Even well-run shops leak profit in the back office: unclaimed credits, fees that never get billed, vendor mistakes that never get caught. This session is about tightening all of that up without burning everything down and starting over.

You’ll walk away with:

  • Simple audits you can run regularly to spot hidden losses
  • A clear view of where profit usually disappears — and how to plug those holes
  • Ways to automate repetitive tasks so more dollars stay in the business

If you’ve ever felt like your top line looks good but the bottom line doesn’t match the grind, this one’s worth circling.

Breakout: ADAS & Required Calibrations: Protect Your Shop and Your Customers — Joel Adcock, Director of Strategic Partnerships, Revv

‍Late-model vehicles roll in, ADAS is everywhere, and the liability is real. Missed calibrations aren’t just a line item you forgot to bill — they’re a safety issue and a trust issue.

You’ll walk away with:

  • Clarity on when calibrations are required and how to identify them
  • How to bake calibrations into your SOPs and ROs so they don’t get missed
  • Practical ways to educate your team and your customers on why this matters

The goal: fix vehicles right the first time, protect your reputation, and make sure you’re charging appropriately for the work you’re already responsible for.

Breakout: Scale on Purpose, Not by Accident — Jesse Jackson & Brian Walden, Mango Automotive

‍If you’ve ever wondered how some shops jump to eight figures while you’re fighting for steady month-over-month growth, Jesse and Brian are going to walk you through the playbook they actually used.

For managers: Master the Maelstrom — Aaron Blair, Director of Operations, Alloy Automotive Partners

In the fast lane of auto service, chaos is inevitable—but profit isn’t. Aaron Blair, systems architect behind Blair and Alloy Automotive, shows how to turn daily disorder into precision workflow with tactical frameworks to control every moving part, from dispatching ROs to winning buy-in from techs and advisors.

You’ll learn how to:

  • Use systems to get ahead: Build smarter workflows with dispatch boards, SOPs, and tech scoreboards to spot bottlenecks early.
  • Maximize your day: Treat your calendar as a tool with time blocks for RO triage, tech coaching, and margin reviews.
  • Create team consistency: Rely on huddles, checklists, and incentives so every team member stays aligned and executes to standard.

Also in the owner-focused track at Tektonic:

  • Reporting Deep Dive: Making Sense of Tekmetric’s Dashboards
  • From Invoice to Insights: Using Tekmetric to Master Shop Financials
  • Love the Shop Again: Mindset Shifts to Lead, Inspire, and Grow
  • Build It and They Will Come: How to Open a Shop That Stands Out, Attracts Talent, and Builds Loyalty Fast
  • Powering Growth with Tekmetric Payments: From Faster Cash Flow to Customer Financing
  • Running MSOs: Tools and Best Practices

For Service Advisors: Turn Conversations into Trust and Revenue

Advisors are the heartbeat of the shop. When they’re trained, supported, and set up well in the system, everything feels smoother…for you and your customers.

Breakout: Is Your Advisor Making You 100K or Losing You 100K? — Greg Bunch, Chief Officer, Transformers Institute

‍Owners and advisors will both get a lot out of this one. Greg walks through how a single advisor can swing six figures either way — and what to do about it. 

You’ll walk away with:

  • A ready-to-use hiring funnel with a job ad, screening script, and one-hour audition plan
  • A 90-day onboarding and training plan with daily drills and talk tracks
  • A simple scorecard to track call conversion, ARO, and appointment close ratio

If you’ve ever hired an advisor on “gut feel” and hoped for the best, this session will give you a better way.

Breakout: High Impact Sales: The Words That Build Long-Term Customers — Sabrina Wilkerson, Business Performance Analyst, Elite Worldwide

‍Advisors, this one is built for you. Customers don’t just buy the work — they buy the way you explain it. Sabrina breaks down what to say, how to say it, and how to stay ethical and honest while still driving approvals.

You’ll walk away with:

  • Practical ways to generate higher profits through better conversations at the counter
  • Tools to build long-term trust so people come back and send their friends
  • Confidence to show up as the credible expert instead of “just another shop”

These are skills you can practice in the room and use on your very next phone call.

Breakout Bundle: Tekmetric Tools That Make Every Day at the Counter Less Chaotic

‍On top of the coaching and hiring sessions, we’re going deep on the actual tools advisors live in all day. The focus is simple: fewer dropped balls, clearer priorities, better follow-up, and a system that supports your advisors instead of slowing them down.

You’ll walk away with:

  • Cleaner workflows from first call to follow-up
  • Better visibility into which jobs to prioritize and when
  • Fewer “I thought you had it” moments between the front counter and the bay

Advisor-focused Tekmetric sessions include:

  • Tekmetric Service Workflow Deep Dive
  • Advisor Dashboard Training: Prioritizing the Right Jobs, Every Time
  • Advisor Toolkit Jam: Quotes, Smart Jobs, Templates & Follow-Up
  • Shaping the Future of Service Advisor Tools in Tekmetric

For Technicians: Build Skills, Confidence, and a Real Path Forward

Great techs want two things: the right tools and a future.

Breakout: How to Run Monster Hours — Ryan Blair, CEO and Co-Founder, Alloy Automotive Partners

As a dealer technician turned one man band shop owner, Ryan Blair averaged 500 hours a month in production. In this session, you will get a breakdown of the mindset, systems, tips, and tricks to increase your production no matter what kind of shop you are working in.

Takeaways:

  • How to play the game: maximizing the relationship with the front of house
  • The surprising math behind the things you didn't realize are holding your production back
  • Master the mindsets and beliefs to become the number one producer in your shop

Owners: this is a great session to send your high-potential techs to if you want them thinking bigger.

Breakout: Profit in the Bay: How Techs Win with DVIs and Efficiency Tracking

‍Being a great technician isn’t just about fixing cars. It’s about seeing the payoff from the work you do. In this Tekmetric training session, we’ll connect the dots between the work in the bay and the numbers on the screen.

You’ll walk away with:

  • How solid DVIs drive higher approval rates
  • How photos, notes, and videos make it easy for customers to say “yes”
  • How efficiency tracking shows your impact — on the shop and on your paycheck

The goal is to give techs a clear line of sight from “I turned this wrench” to “I made this much difference.”

Breakout: ON-TRACK with DIN Diagrams + VCDS 101 — Travis Ruiz, Technical Support Consultant, German Car Support

‍If VW/Audi work feels like it takes twice as long as it should, these sessions are for you.

You’ll walk away with:

  • Practice finding the correct wiring diagrams and navigating service info
  • A walkthrough of the VCDS interface: scans, fault codes, live data, and basic functions
  • Real-world tips for using VCDS to diagnose and fix problems faster

For techs who want to sharpen their skills on European cars, this is time well spent.

For techs who want even more time in the tools:

  • Tekmetric Mobile App Deep Dive: Workflow at Your Fingertips
  • DVI + Mobile App End-to-End Training: Photos, Video, Notes & Approvals
  • Unlocking Smarter Repairs in Tekmetric

Big-Room Moments That Shift How You Lead

On top of 50+ breakout sessions, Tektonic’s general sessions are built to stretch how you think about your business and your role in it:

  • Keynote: From Mainstreet to Millionaire — Codie Sanchez, Contrarian Thinking
    Why “boring” businesses like auto repair can be the foundation of serious wealth if you build them right — and what that means for how you think about profit, risk, and opportunity in your own shop.
  • Keynote: Entrepreneurship Simplified — Mike Michalowicz, Profit First
    Practical, straight-talking frameworks for building a healthier business: profit baked in from the start, cleaner cash flow, and systems that don’t fall apart every time you step away from the shop.
  • Keynote: Effort Matters, Character Counts — General Robert Neller, USMC (Ret.)
    What effort and character look like on high-trust teams — and how those same principles apply when you’re leading a crew through nonstop cars, parts delays, and the pressure to deliver every day.
  • Coaching Power Hour Panel: The Great Shop Coaching Showdown
    Leaders from top coaching groups tackling real shop challenges, side by side, so you can hear different approaches in one fast-paced session.
  • Shop Owner Panel: What It Really Takes to Win
    From hiring and training to navigating daily chaos, this panel pulls back the curtain on what different types of high-performing shops are doing to scale, stay profitable, and keep both teams and customers thriving. You’ll hear real talk and real strategies from leaders who are living it every day, not just talking theory from a stage.

Three days in those rooms can change how you lead for the rest of the year.

Bring Your Whole Shop to Houston

Tektonic is built for your whole team:

  • Owners getting clear on growth, profit, and where the business is really headed
  • Advisors sharpening the conversations that build trust and drive revenue
  • Technicians building skills, confidence, and a real path forward in their careers

It’s every shop, every role, under one roof, with zero gatekeeping. Wherever your shop is today — overwhelmed, growing, rebuilding, thriving — Tektonic delivers clarity, community, and practical tools to get to your next result.

Learn more about Tektonic 2026 and register your team HERE.

Inside Tektonic 2026: Breakout and General Session Sneak Peek

December 3, 2025

Read time: 3 min

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Well, there’s an easy way to make sure none of that happens ever again.

Just like how it’s easier than ever to book an appointment with your doctor, or even your barber, in a matter of seconds online -- your auto repair shop can modernize the scheduling process too.

During a recent webinar, Join Kieran O’Brien Co-founder of ShopGenie Co-Founder, and our very own PJ Leslie, Head of Business Development at Tekmetric, offered their insight on how auto repair shops can provide a modern experience for their customers with online scheduling.

Why Auto Repair Shops Need Online Scheduling

May 16, 2024

Read time: 3 min

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Within an auto repair shop, data serves many functions: streamlining day-to-day operations, helping service advisors and tracking a shop’s cash flow. But you can also harness the power of data to plan for the future. In fact, strategically leveraging data can help you determine when it is time to open a new location. Think of it as your roadmap to multi-shop success. Data helps you every step of the way, from optimizing your existing business, to creating a plan for a new shop, to maximizing workflow across all locations.

Looking at the Big Picture: The New Location Roadmap

When you start planning for a new location, your strategy should prioritize the big picture of your business, allowing you to strategically determine the process for opening the next shop. Key metrics and analytics can help you monitor your business performance and plan for both the long- and short-term future. Whether you are expanding for the first time or the tenth, leveraging data can help make the process smooth, strategic and simple. It’s as straightforward as 1… 2…3: 

1. Getting Started: Make Your First Location the Best It Can Be

Before opening a new location, ensure your existing shop is optimized. Your goal is to maximize efficiency and productivity, so you can replicate the process at a new location. Take a good, hard look at your numbers, and be honest with yourself about your business performance. Some key questions to ask include:

  • What are your ARO and car count, and can you increase them?
  • How many repeat customers do you have versus new customers?
  • How effective are your mechanics at completing their work? 
  • Will adding another mechanic or bay be enough to support my current levels of business growth?
  • How frequently are customers approving your full estimate or returning for follow-up work on previously declined jobs?

Once you have determined that your existing business is performing at the highest level possible, you are ready for the next step.

2. Creating a Plan: Determine Criteria for Your New Location 

As you look to add a location, it is important to identify your business needs and the assets you have available. Data from your existing location(s) is key to this step. Not only can you analyze business performance to determine your financial ability to open a new shop, but you can also identify opportunities with new customers to target or niche services to offer.   

For example, if your existing location is overwhelmed with customers seeking same day or next day service, another shop might be the solution. Or, if you are targeting customers in a different area of town, building or buying another location closer to the population you are targeting might draw them in. Here are some questions to ask when determining the criteria for a new location:

  • Have I maximized the efficiency of my existing location(s)?
  • Can I afford to build a brand-new shop, or should I buy an existing business?
  • What is my close rate at my existing location(s)?
  • What demographic am I targeting, and how can I meet their needs with this new location?

3. Setting Up for Success: Use Tekmetric Multi-Shop to Maximize Workflow 

Once you have multiple locations, it is critical that you maximize workflow between all locations. You can compare locations using Tekmetric Multi-Shop to monitor performance, track key metrics and determine each location’s strengths and weaknesses. A good question to ask yourself is: how can I leverage each location’s strengths to support continued business growth? 

First, ensure that you have replicated the optimized processes from your original location(s) at the new shop. You have worked hard to ensure your business was performing at the highest level possible before opening a new location – make sure to keep that momentum moving!

Second, play to the strengths of each location so they support each other. For example, determine which locations are high versus low volume to maximize your technicians’ time at all locations. If one shop is a high-volume location overwhelmed with work, you can leverage a lower volume location by moving some cars there for same-day repairs. Just don’t forget to move the cars back to the original location for the customer’s convenience! 

The idea of multiple auto repair shop locations can seem daunting, but by maximizing your data, you can simplify the process to ensure you are prepared for the next step. First, put all your efforts into running a top-tier business with your existing location(s). Once you are satisfied with your performance, utilize data to establish a clear plan for opening your next location. Finally, use tools like Tekmetric Multi-Shop to maximize workflow and leverage each location’s strengths to support the overall business. This approach will maximize your productivity and efficiency across all your locations, increasing your overall bottom line and keeping customers satisfied. 

Next Level: Using Data to Open a New Auto Shop Location

July 17, 2024

Read time: 3 min

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