Well-written mechanic work orders help technicians stay on task and efficiently move jobs through to completion. With Tekmetric’s Job Board, mechanic work order templates, and Tech Board, you can craft and manage highly detailed work orders, strategically assign work, and track progress all from one intuitive shop management software.
If you're a service advisor, you probably know the ropes of preparing a work order like the back of your hand: you get the technician to perform an inspection, put together an estimate, get approval for the work, and then prompt the techs to complete the work. And if you’ve read our digital vehicle inspection guide, you know that Tekmetric makes drawing up mechanic work orders that much easier. But what happens when it’s time to assign work, and it seems like all the technicians are already stacked with jobs?
Without the right tools, assigning work evenly across your team of technicians can come with a serious learning curve. Fortunately, Tekmetric can simplify work order creation and job distribution, too. Small details and adjustments intentionally designed into our system can make a big difference in how efficiently the work is completed.
Technicians and service advisors, you know the pace and organization of a shop depends on the efficiency of its work order process. If you don’t know what to do, what to use, and how long you have to complete a job, it’s difficult to fix a car and get it back to the customer on time. And as your shop scales to take on more work, the management challenge increases exponentially. So let’s dive into how to streamline mechanic work orders and get more work done without it seeming like, well, work.
Evenly Distributed Workloads For a More Efficient Workplace
Imagine it’s summer and you come in one sweltering day to a slammed schedule and not enough help. Juggling all that work can be challenging enough with an evenly distributed workload, but when the workload isn’t balanced, work can become downright frustrating.
It can also mean turning away customers.
Ultimately, it’s impossible to sustain and grow a business if keeping up is a struggle and panic sets in when a sudden influx of jobs comes through the shop. Changing up how work orders are drawn up and issued can make a big difference and turn a chaotic workplace into an efficient one.
In a well-balanced workplace, technicians tend to be happier and more efficient at their jobs. The quality of their work goes up, leading to more satisfied customers. Everyone is safer in a well-balanced workplace, too, as they are not constantly required to rush to finish their jobs.
Contrast our example of a garage in chaos with one where each technician knows exactly what tasks are on their plate and how many hours they need to get in, or have left, on a particular job. Now imagine that they also have an easy way to track and communicate their progress to the rest of the team.
With Tekmetric’s work order tools, you can fine-tune your team’s timing and bring order back to your shop.
Generating a Mechanic Work Order on Tekmetric’s Job Board
Exploring the Job Board
Service advisors, get ready to meet your new command center: Tekmetric’s Job Board. The Job Board provides a launching point for creating new work orders and integrates with other aspects of managing mechanic work orders. The Job Board lets you see work order cards under Estimates, Work-In-Progress, and Completed jobs columns. Each job card displayed shows the customer’s name, car description, and estimate.
You can initiate a new work order by clicking “CREATE REPAIR ORDER'' in the upper-right corner of the Job Board. Creating a new repair order will pull up a new repair order form where you can record the details of the new work order. If you’re helping out a customer that has already been in the shop, you can search the customer by name, plate, VIN, email, or phone number to quickly populate their information. If they are a new customer, simply click “ADD NEW CUSTOMER” and gather their information to save into the system.
Inside Tekmetric Mechanic Work Orders
Every new work order starts with an estimate. Service advisors and technicians can collaborate within Tekmetric, leveraging Digital Vehicle Inspections to capture even the most minute details about the vehicle and the reason it's in the shop. Parts and labor time needed can also be documented. If you’re a service advisor, Tekmetric will prompt you to provide details on each job needed for the work order, including labor hours required and a cost-estimate based on what the techs find.
With Tekmetric’s Repair Orders, which function like digital mechanic work order forms, you can say goodbye to the days of guestimates and incomplete work orders. From within the work order, you can send estimates and information to the customer for approval. Once an estimate is approved by the customer, you can begin distributing jobs within a work order to different technicians You’ll also have easy access to car and customer history from each work order.
Tips for writing a useful work order
Be sure to read through the customer’s history and highlight any important details in your notes. In the auto repair world, customer care is just as important as caring for the car itself.
Don’t be afraid to add details to the automotive repair work order template once a job starts. The more information technicians have access to, the better.
Think of the repair order (or digital mechanic work order) as another tool in your toolbox. It’s only useful if you know how to use it. Make sure everyone on your team is trained to use the work order feature.
Write for your audience. If you’re a service advisor, remember that technicians aren’t mind readers, so your shorthand or abbreviations may not make sense to them. The same goes for customers reading your estimates and digital vehicle inspections.
Technicians and Service Advisors—Meet Your New Best Friend: Tekmetric’s Tech Board
If the Job Board is where the work is estimated and tracked, the Tech Board is where the work is divided and completed. Switching to the Tech Board from the Job Board is simple: the icon for Tekmetric’s Tech Board is found directly below the Job Board on the left navigation panel.
Think of the Tech Board as your team’s digital playboard. The Tech Board is a place for everyone to come together and strategize.
If you’re a service advisor or shop foreman, you will act as an account administrator to assign and arrange tasks by job and team member and choose whose accounts to show on the Tech Board at any given time. If you choose to give viewing access to all technicians, your whole team will be able to view all the work assigned across the shop, or you can adjust Tekmetric’s settings to only show each individual their own task list when they login.
Technicians, the Tech Board will let you see exactly what is on your plate at a glance and how many hours you need to put in. It will also show you exactly what jobs to prioritize.
Orienting Workloads with the Tech Board
The Tech Board displays mechanic work order cards divided by columns according to their assignment status. The first column to the left of the interface displays No Tech Assigned jobs, and technicians are represented by separate columns to the right. Each column representing a technician also shows Assigned, Complete, and Incomplete hours, and displays any assigned work order cards. Each card shown on the screen displays information about the customer, the vehicle, and the promised completion date, time, and hours for the work order.
If you’re the service advisor, the wrench in the lower right corner of each card allows you to assign specific jobs within the work order to the technician of your choice. You can assign all of the jobs to one technician or divide the jobs within the work order between multiple techs by clicking the wrench, hovering over individual jobs within the work order, and then clicking on technicians’ names for each job listed.
When you distribute jobs within a work order between multiple technicians, a purple split-arrow icon will appear in the upper left corner of the work order card to indicate multiple technicians are assigned. You can hover over the purple icon to view the names of the technicians assigned to the work order. You can also monitor how many hours a coworker has completed for a specific work order by checking the hours listed at the bottom of each mechanic work order card.
Want to prioritize one job over another? Simply drag and drop the mechanic work order card in question to the top of the column.
The Tech Board integrates seamlessly with the rest of the Tekmetric shop management system as changes made within the Tech Board are automatically reflected across the entire system. Need to make changes to a Repair Order while working from the Tech Board? Just click on the work order card in the Tech Board to open the full repair order.
Tips for Efficiently Distributing Mechanic Work Orders
A poorly balanced workflow introduces unnecessary stress in a workplace. Finding balance with Tekmetric’s Tech Board can help you alleviate stress and streamline the flow of work.
Here are our seven tips for leveraging the Tech Board to create an efficient, well-balanced work environment:
Adjust account settings so that everyone on the team can see who is working what job. This increases transparency and trust and reduces resentment between workers.
Split up jobs within a work order between technicians to provide natural breaks in their day.
Remember that you can always reassign a job or an entire work order. If one technician has a lot of work on their plate, and is nearing a deadline, pull other technicians in to assist by assigning incomplete jobs to any available (or less busy) techs.
Adjust your Tech Board settings to temporarily hide technicians who are on vacation or out sick. This will make seeing who is available to work much easier.
Save time by using the search feature to quickly display who is working on a specific job.
Use the Tech Board in group meetings to strategize and analyze performance. You can also run a variety of reports, from financial to employee to customer and parts reports.
The Tekmetric Difference
Tekmetric’s Tech Board and automotive repair work order templates are designed specifically for the automotive industry and are uniquely suited to help shops stay organized and on task. We are constantly adding new features, too, making life easier for service advisors and technicians like you.
We know your team works hard to get the job done right, and with Tekmetric, you’ll be able to comprehensively document and track mechanic work order details to see repairs through to completion faster than ever, whether you’re logging in from a laptop, tablet, or your phone.
Best of all, our customer service team is always available to help!
Choosing the best auto repair software for your shop is essential for staying competitive in today’s digital landscape. While many shops are adopting digital solutions, the variety of options for the top auto shop software can make the choice overwhelming. To find success, it is important to identify a solution that aligns seamlessly with your business goals and strategy.
What is Auto Repair Shop Software?
Auto repair software is a digital tool shop owners can use to streamline workflows and help with daily tasks like invoices, reporting, and payments. These softwares are designed to make shops run smoother and reduce headaches. Each software has a unique set of features and functionality. This guide was created to help you find the best shop management software and compare and contrast features.
Benefits of Auto Repair Software
Auto repair software can offer a lot of benefits for your shop including:
Reduced back and forth with customers through two-way texting.
Quicker inspections leading to more vehicles per day.
More secure files through cloud-based software versus pen and paper.
Automated tasks take less time like parts ordering and repair order creation.
Increased visibility of how your business is doing through real-time dashboards.
Keep track of customer notes, names, and vehicle history in one place.
All of these benefits improve efficiency in your shop leading to more revenue. Plus, your staff will be able to do more in less time making their lives easier.
Top Shop Management Software Features to Look For
The solution you use in your shop should offer a comprehensive suite of features to streamline operations, enhance your customer experience and increase profitability. These features might take on several forms, so look for options that fall into one of the following five categories:
Security Features
Convenience Features
Trust Features
Efficiency Features
Expansion Features
Tek-Tip: While features are important, don't forget to calculate cost. Compare if the cost is monthly or yearly and what the ROI will be for your shop. Tekmetric users see a 25% average increase in repair orders within the first 120 days.
Security Features
The best automotive repair shop software is one that prioritizes security. Your shop collects tons of data both internally and externally each day. Not only do you store information on your shop’s productivity and financial performance, but vehicle owners also entrust you with their personal information. In all cases, that information should be stored safely and protected by your software solution. Some key features to look for include:
Cloud-based. Cloud-based systems are one of the most secure solutions available. Not only is the data stored in a cloud-based system available to you anytime, anywhere, but it is also regularly backed up to provide an additional layer of protection against unforeseen events like natural disasters or equipment failures.
Third-party security certification. Third-party certifications validate a shop management system’s commitment to data protection. Tekmetric recently achieved SOC II Type 2 Compliance, demonstrating its dedication to safeguarding customer data in five areas: security, availability, processing integrity, confidentiality and privacy.
Convenience Features
When customers have an excellent, convenient experience, they are more likely to return to your shop for future repairs. The best car repair software you can use in your shop helps you personalize the customer experience for your target audience and improve customer communication. Here are some customer-centric features to consider:
Digital payment solutions. With features like integrated payments, buy now pay later and text-to pay, customers can pay in a manner that works best for them, allowing them to pick up their car after hours, pay invoices from their office and even complete a payment for their college student from states away.
Two-way texting.Two-way texting features can streamline communications, allowing your team to easily text with customers. With two-way texting, you can even designate your shop’s existing landline number as the contact to avoid confusion.
Automation. With automation-based features like SmartJobs, your service advisors can create jobs in only one or two clicks, allowing them to focus less on manual tasks and more on interacting with customers.
Trust Features
In the auto repair industry, creating customer loyalty is critical for differentiating your shop and driving business. Your customers will keep coming back if they trust your team and the services you provide. As you search for the best shop management software for your shop, look for a solution that helps you increase transparency and build trust with new and existing customers alike. Some features might include:
Digital vehicle inspections. DVIs allow technicians to complete a comprehensive inspection of the vehicle and send customers pictures and videos of any repairs it might need. This strategy helps customers better understand what is happening with their vehicle, making them more likely to agree to necessary repairs.
Educational integrations. Some integrations can help educate your customers on the necessity of a repair or how their vehicle should work. With Tekmetric’s integration with MotoVisuals, for example, customers can view animated videos of proposed repairs that explain why these repairs are vital for their vehicle. This creates a seamless experience for your customers while building trust and strengthening the relationship.
Efficiency Features
In addition to providing secure data storage and enhancing your customer experience, investing in auto repair software can also help your mechanic shop run more efficiently. The best auto repair software for you should offer customizable functionality that streamlines your internal processes and workflow to help you finish repairs on time. Here are some features that promote efficiency:
Inventory orders. In addition to building the estimates, a comprehensive shop management system can support your team in ordering parts and managing inventory. Tekmetric has created an inventory management solution that enables your technician to order parts as they are completing the repair diagnosis. This streamlines the work order process and removes any potential miscommunications between technicians and managers or service advisors ordering parts, leading to a more accurate and efficient process.
Automatic progress updates. Tekmetric automatically updates new notes within a repair order for all team members to view the updates as soon as they are entered. Service advisors can then automatically send these updates to the customer, so the customer remains informed even if the service advisor is occupied with another task. With automatic updates, the customer has a play-by-play of the repair – and they can complete the next task, such as approval or payment, without any back-and-forth over the phone or having to come in person.
Mobile App for 24/7 access. A mobile app can help your technicians perform inspections faster and be able to take pictures/videos right from their device. Mobile apps can also help shop owners check on reporting and dashboards while away from their desks.
Shop dashboard real-time reporting. Reviewing dashboards in real-time allows you to respond to potential bottlenecks or problems that arise throughout the day. For example, you can review your profitability early in the week and determine if you’re on the right path or if you need to take steps such as calling customers for approvals or following up on declined work to generate more repairs.
Tek-Tip: Unbiased review sites like G2 can be helpful when comparing which software is best for you.
Expansion features
One common mistake shop owners make is buying an auto repair shop management software that only meets their current needs. The best auto repair softwares grow with your business and can integrate with other products.
Integrations. Each auto repair shop is unique and has different needs. In addition, each shop will grow and have new emerging needs down the road. Purchase an auto repair shop software that meets your current needs and can integrate with other features you will need later on. Ask fellow shop owners which integrations they find helpful and learn from their success.
Multi-Location. If you are a shop owner with a vision to expand into multiple locations, make sure your auto repair software can handle the task. Tekmetric offers multi-shop management where you can view all of your reports in one place and streamline your workflow across locations.
New Services and Products. Do you envision your shop offering tires or other products in the future? Not all auto repair softwares are built equal, so make sure your software is up the task.
What is the best auto repair shop software?
The best automotive repair shop software for you is one that allows you to run your business smoothly while also supporting security, convenience and transparency between you and your customers. When your software supports these areas, you will be better poised to streamline your shop’s processes and create a better customer experience – ultimately driving your bottom line.
Choosing a software is a personal decision based on your specific business strategy, budget, customers and team. Fortunately, many softwares have advanced features that can be customized to your goals and needs. These advanced features come at a price and each software has differing pricing plans. Make sure your research includes pricing and what the ROI will be for your shop.
Final Thoughts
When researching the right shop management solution for your shop, look for the right features to meet your needs and workflow. Another expert tip is to utilize unbiased review platforms like G2 to discern which software is best for you. Lastly, network and connect with fellow shop owners and see what they recommend.
For every auto repair business, creating a clear and professional receipt isn’t just good practice—it’s essential. Whether you're working on a major vehicle repair or a routine oil change, a detailed receipt serves as a proof of payment for the customer and a legal record for your shop. It helps you maintain transparency, build trust, and protect both parties in case of disputes or warranty claims.
If you’re building your own auto repair invoice template or refining your existing process, this guide walks you through every element your auto repair receipt template should include. From contact information to labor costs, here’s what a comprehensive auto repair receipt looks like.
Auto repair shop receipt example template
We designed an auto repair shop receipt template for you to download and use in your shop. The template can be used for auto body repair shops, mobile mechanics, general repair shops, and tire shops. Download the free template below and modify it as needed to utilize in your shop.
What Should Be Included in an auto repair shop receipt?
1. Shop contact information
The first thing on your receipt should be your auto repair shop’s full contact information. This builds credibility and ensures customers know how to reach you if follow-up is needed.
A well-organized template with your logo and contact information at the top makes your documents look professional and trustworthy.
2. Customer Information
Next, capture the customer’s name and their contact information. This ensures the receipt is tied to the correct individual and helps with record-keeping for recurring car repair clients.
What to include:
Customer's name
Address
Phone number or email
This section ensures your auto repair business can easily identify who the repair services were for and reach them quickly if needed.
Tek-Tip: Wouldn’t it be great if there was an estimate building software that could do this for you? Tekmetric offers auto repair estimate software among other features.
3. Date of service and invoice number
Every mechanic receipt needs to include the date of service and a unique invoice number. This creates an accurate timeline and helps organize documents chronologically for tax reporting, audits, or warranty purposes.
What to include:
Date the service was completed
Unique invoice number
Optional: technician’s name or initials
4. Vehicle information
For any automotive service, tying the repair order to a specific vehicle is a must. This helps with real-time service tracking, vehicle history reporting, and future maintenance recommendations.
What to include:
Year, make, and model
Vehicle Identification Number (VIN)
License plate number
Mileage at the time of service
5. Description of services performed
This is the heart of the receipt. Clearly outline what repair work was done and what repair services were provided. The more detail, the better.
What to include:
Itemized list of services
Description of each job (e.g., “Brake pad replacement” or “Engine diagnostic”)
Associated labor costs for each service
Cost of parts
6. Parts and material breakdown
An itemized list of parts and materials used in the repair work is just as important as the labor section. This transparency helps avoid disputes and gives your customer clarity on what they’re paying for. Most auto repair shops don’t show the markup percentages on parts but you can if you want to maximize transparency.
What to include:
Part name and number
Quantity used
Cost per unit
7. Balance Due and Payment Summary
Now it’s time to outline the financials, from the subtotal to the total amount. This section should also include the total cost, taxes, discounts, and any payment options you accept.
Including this section with clear headings avoids confusion and can prevent billing issues down the line. It also ensures the receipt can function as proof of payment. Lastly, this is a great place to feature your financing options (if applicable).
8. Warranty Information
Warranty details protect both your shop and your customer in case a part fails or a job needs to be redone. If your auto repair shop offers any warranty, you need to clearly list what’s covered and for how long.
What to include:
Warranty length (e.g., 12 months or 12,000 miles)
What is and isn’t covered
Instructions for claiming the warranty
Any third-party coverage (for example, if a part manufacturer offers a separate warranty)
This section should be written in clear, non-technical language to help customers fully understand their protections. You may want to include a signature line for the customer to acknowledge receipt of the warranty.
9. Streamline receipts
Creating receipts and invoices by hand can be tedious but Tekmetric streamlines that for you. Tekmetric can help you build faster estimates and take payments digitally with our auto repair estimate software.
Some of our features include:
Streamlined estimate building
Digital approvals
Job history and reporting in one place
Financing options for customers
Final Thoughts
A well-documented auto repair receipt protects your shop, helps your customer feel confident, and sets the tone for a long-term relationship. From capturing accurate customer information to detailing every repair service, your mechanic receipt should leave nothing to guesswork.
Don’t just think of it as paperwork—think of it as part of your shop’s customer experience. With a little extra attention to your receipt process, your auto repair shop can stand out as a professional, transparent, and customer-first automotive service provider.
The Tekmetric Mobile App now does more than fast digital vehicle inspections.
The newest update introduces Mobile Check-In, giving you or your service advisors the ability to greet customers in the parking lot, scan a VIN or license plate, and instantly start or pull up a repair order, all from a phone. It’s a faster, easier way to begin every job and keep things moving.
Speed Starts at the Curb
Check-in is one of the most visible — and often most frustrating — parts of a shop’s day. Whether it’s a walk-in with a flat tire or a scheduled customer with missing info, time is lost bouncing between the lot and the desk, retyping data, and waiting to begin.
Mobile Check-In simplifies all of that. Now, you can confirm arrivals, start new ROs, and begin helping customers the second they pull into the lot — without delays or extra steps.
A Mobile App That Does More Than You Might Think
The Tekmetric Mobile App isn’t just a tool for inspections — and it’s not just for technicians.
Technicians can use the app to:
Find their assigned repair orders
Complete DVIs with photos, videos, and markups
Track time and stay on top of work in progress
Service advisors can use it to:
Greet customers in the parking lot
Scan VINs or plates
Start repair orders right from their phone
All without logging into a desktop.
A Real Mobile App — Not Just a Website Shrunk Down
Tekmetric Mobile is a fully native app, designed from the ground up for iOS and Android. It’s fast, reliable, and optimized for real-world use in the shop — whether you’re in the bay or out in the lot.
While it doesn’t include every desktop feature, it makes the most important ones faster and easier when you’re on the go — like:
Starting repair orders
Performing inspections
Reducing back-and-forth between workstations and customers
And this is just the beginning. Future updates will continue to bring more mobile workflows into the palm of your hand.
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