Three Ways Service Writers Can Benefit from Data

P.J. Leslie

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July 1, 2024

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Read time: 3 min

In today’s competitive auto repair landscape, service advisors play a crucial role in customer satisfaction and shop success. Managing customer inquiries, collaborating with technicians for repair estimates and maintaining the shop’s schedule are all keys to successful service writing. However, there is one secret weapon that can take your work to the next level: data. 

Understanding the importance of data can take your customer service from good to excellent, allowing you to serve more customers in less time – without sacrificing quality. By harnessing data, you’ll be better equipped to enhance your customer experience, optimize your workflow and ultimately elevate your expertise as a data-driven service writer.

1. Leverage Your Shop Dashboard to Enhance Customer Experience 

By strategically leveraging digital tools, service writers can use data and analytics to provide a better customer experience. Service writers can shape a customer’s entire experience with the shop simply by monitoring and adjusting to accessible data on their shop dashboard through Tekmetric. Using the shop dashboard, you can control the customer’s repair experience, serving as an intermediary between the technician and the vehicle owner, as well as ensuring the work is completed efficiently and effectively.

For example, you can push repair orders (ROs) forward for your customer by ordering parts in the “parts needed” category. Or, you can build stronger customer relationships while creating opportunities for additional work by checking in with vehicle owners who previously declined jobs, but may need them now. By using the data at your fingertips, you can make decisions in real-time that support your customers and ensure their happiness with the repair. Happier customers lead to more money for the shop – and for your commission.

2. Optimize Your Workflow with Data-Driven Tools

Like waiters in a restaurant, service writers are the “face” of the shop, and often they are the first experience a customer has with the business. Because of this, it’s crucial you have a smooth workflow that keeps you open for customer interaction rather than stuck behind a computer screen. Fortunately, there are tools you can leverage to reduce your manual tasks and keep you free to focus on the more complex, relationship-driven parts of your job.

For example, Tekmetric’s Smart Jobs feature can automate job creation, allowing you to focus less on manual data entry and more on customer interactions. Within one or two clicks, Smart Jobs allows you to build the order, find parts and finalize the estimate without ever leaving Tekmetric. By automating the job creation process, you free yourself up to spend more time speaking to the customer about their needs, concerns and questions without compromising the RO’s accuracy.

3. Utilize Digital Tools to Elevate Your Expertise as a Data-Driven Service Writer

When you learn how to leverage data in your day-to-day role, not only can you better serve your customers and optimize your workflow, but you can become a stronger service writer overall. Data is not just a set of numbers on a screen – it is a tool that can elevate your expertise, setting you up for success both within the shop and throughout your career.

One tool that supports your development as a service writer in addition to the shop dashboard and Smart Jobs is the digital vehicle inspection (DVI). Because only 25% of shops use DVIs, leveraging this digital tool correctly can truly differentiate your shop from others around you. The DVI is more than just a list of repairs; it provides information that can help you provide better service. For example, your interactions with customers might prove that including several images and videos of necessary repairs can help customers better understand what’s happening with their vehicle. If you see on a DVI that images were not included, you can connect with the technician to add them before sending the DVI to the vehicle owner.

You can also go the extra mile to anticipate customer questions and clarify any confusing details with the technician before sending the DVI to the customer. This helps you prepare for customer interactions while gaining more expertise from your technicians. As you grow more in your role, you can utilize different tools like the DVI to perform at a higher level, making you better at advising and growing in your expertise as the shop’s “voice.”

Your Secret Weapon to Successful Service Writing

In a customer-facing role, one of the best ways to elevate your role as a service writer is to use data and analytics. As technology continues to improve, you can leverage your shop’s reports through Tekmetric or its integration to gain a greater pulse of shop dynamics. By using data to drive your role as a service writer, you can improve the customer experience, contribute to a more efficient workflow and grow professionally in your role as a service writer.

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

FAQ

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Smart Jobs is a revolutionary new way to build jobs in Tekmetric with just one click. Shop management software, at its core, is meant to help you build jobs, and we wanted to streamline that process as much as possible. So that’s what we did!

Your typical repair order may have one or more jobs packaged together. Usually that requires a lot of clicking around to find the right labor rates, and the right parts, sourcing the parts you don’t have, and applying the right markup matrices, over and over again.

That means an extra click for every single step. If you ask us, that’s too many clicks.

The reality is that all shop management systems require far too many actions for what really should be a one-click process. 

When we set out to create Tekmetric, we set out to revolutionize the independent auto repair industry. We wanted to simplify, yet maximize the work your shop does.

We’re certain you’ll love how much Smart Jobs does just that.

"Smart jobs is a must have, it'll speed up your service writing by a huge amount.” - Chris Chagnon, COO at the Cardinal Plaza Shell

Highlights from November include the refresh of Tekmetric Payments, launch of our Booking Tool in beta mode, and your #1 ask for the mobile app: a time clock! 

Learn more about what we’ve been up to below.  

Streamline Payments for Your Shop with Tekmetric Payments  

We’re excited to introduce our refreshed payments solution, Tekmetric Payments (formerly known as Tekmerchant). 

This refresh comes with some exciting new features including: 

  • A dedicated “payments” section of the platform 
  • View into payments over time and their details (method, timeline, etc.)
  • More detailed information around payouts (transactions included, payout schedule etc.) 
  • A dispute management & resolution workflow right in the platform 
  • Sunbit is now available as an additional buy now, pay later option  

These enhancements are included on top of existing Payments features, at no additional cost for current Tekmetric Payments customers. This is just the beginning - expect more features and financial partners to be added in the coming months. 

Who’s this for?: Tekmetric Payments Customers. Interested in adding this to your subscription? Contact us

Learn More Here 

See the Evolution of our Mobile App - Time Clock & Enhanced Camera Experience 

Your techs asked, and we delivered! The Tekmetric Mobile App now includes time clock functionality you've been waiting for, letting techs clock in, out, and take a break – all from their mobile device. We've also enhanced the camera experience with tap-to-focus capabilities and added a convenient "trash can" feature to image markup functionality for easy editing. No more switching between desktop and mobile for inspections – just perform seamless, efficient DVIs right from your phone. 

Who’s this for?: All customers using version 1.7.0

Check what version you’re on the bottom of the left sidebar - Easily update your app via your app store 

Learn More Here

Join Our Booking Tool Beta Group

Ever wish that you could manage your scheduling process right from your Tekmetric account? Your wish is our command. Configure your appointment settings and embed directly onto your website in minutes. No more splitting windows or managing between two different systems. 

Connect to PartsTech Seamlessly 

We’ve eliminated the complexity of the traditional multi-step integration processes when connecting Tekmetric with PartsTech. Say goodbye to hunting down API keys or navigating complex vendor setups – now you can connect to PartsTech's extensive parts network directly within Tekmetric Integrations with just a few clicks. This enhancement was built to help make your parts setup experience effortless, allowing you to order them quickly on the estimate. This allows you to focus on what truly matters: getting vehicles back on the road faster.

            

Who’s this for?: All customers - Primarily those without PartsTech enabled

Learn More Here

Gain Control of Your Pricing Strategy For Oil Changes 

When you build a Smart Canned Job for oil changes, we put you in complete control of your pricing strategy. Now you can present service specials with clean, professional pricing that builds trust with your customers – perfect for advertising those competitive oil change specials while managing surplus charges effortlessly.

Who’s this for?: All Customers  

Video for enhanced presentation

Hide discount for package oil change

Get Professional-grade Accountability With PO# on Estimates 

We know for some shops, fleet work is imperative to helping grow your business. Now you can add the PO# directly on repair orders, having it display automatically across estimates, invoices, and A/R statements for your fleet customers. This enhancement brings professional-grade accountability to your workflow, making it effortless to track approvals and maintain precise documentation. Just input the PO number once in the RO sidebar, and Tekmetric handles the rest – ensuring every fleet repair has a clear, traceable approval record.

Who’s this for?: All customers 

Learn More Here  

Simplify Inventory Management at the Shop Level 

Take control of your inventory management with our new shop-level inventory feed located on the shop dashboard which puts vital inventory edits at your fingertips. This view helps how you monitor inventory changes across your shop, making it easier than ever to spot trends, prevent shrinkage, and ensure you have the parts you need when you need them. 

Who’s this for?: All customers. 

Learn More Here

Tekmetric’s November 2024 Product Rundown

December 6, 2024

Read time: 3 min

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How organized is your shop’s schedule? When you look at it, is it easy to see gaps? Is it cluttered or organized?

Appointment scheduling should be a quick, simple process that gives you and your team more time to focus on customers and their vehicles.

Automotive scheduling software gives auto repair shops the ability to bridge the gap between saying “yes” to customers, while not overwhelming their team. Although “saying yes” is a simple concept, the ability to not turn people away will have a lasting impact on your customers.

Humans are not computers. As much as we try to keep up, the impact that smart software has on our day-to-day workloads is impalpable. What may take us hours to create, log, and plan can take computers minutes, if not seconds.

Although you have the ability to plan exactly what repairs need to be done, automotive scheduling software can help you coordinate times, notes, and schedules faster than it would take with a whiteboard or pen and paper. Implementing software into your shop’s scheduling routine can significantly improve your team’s capacity.

As your repair orders (RO) start to stack up, your team will need reliable scheduling software that can keep up with your shop’s growth.