How to Synergize Your Auto Repair Shop Invoicing Software With the Rest of Your Business

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August 28, 2023

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Read time: 3 min

Hey auto repair shop owners! When’s the last time you examined your invoicing process?

Your shop’s invoicing process may seem like a small part of your business. But your auto repair shop invoicing software presents an oft-overlooked touchpoint with your customers. If you approach it strategically, your invoicing process can be adjusted swiftly and easily to yield tangible improvements to your bottom line.

For customers, the invoicing stage is likely the cause of some amount of stress; it’s never fun to write a big check to get your vehicle fixed.

For shop owners, the invoicing stage is an opportunity to show customers that they’re being taken care of. According to an extensive JD Power customer survey analysis of auto repair customers, “...Quality work done promptly, explained clearly, for a fair price, and delivered with excellent customer service is what leads to customer satisfaction among American drivers.”

A frictionless auto repair shop invoicing software that connects to the rest of your business allows you to build customer loyalty, as well as upsell, cross-sell, and reach a broader customer base. When you take care in how you invoice, and note the impact invoicing has on everything else, you can turn what is normally a stress-inducing process for customers into a process that builds trust and maintains a positive image for your shop.

Here’s how you can find synergy between your auto repair shop invoicing software and other parts of your process to build customer loyalty, improve your marketing, fuel sales, and grow your business.

Make the Payment Process Flexible

What do drivers need from you and your team? Generally, people need their cars back on the road as soon as possible. However, we don’t all live our lives at the same pace; people have different schedules and availability for pickup, as well as different financial needs. Customers need information about the repair job so they can plan their finances. Vehicle repairs can be expensive, and the estimate process is where drivers see just how expensive a given trip to the shop will be.

Many customers are also best served by an invoicing process that is as touchless as possible. Instead of hanging around a shop, it makes sense for them to be able to drop their car off and come back later, especially as the world manages COVID and other safety or regulatory issues.

Connect Your DVI, Estimate, and Invoicing Processes

Your estimate, invoice, and digital vehicle inspection (DVI) should all connect in your shop. If you’re using multiple systems to send these out, or are missing potential opportunities for automation, you are losing time that could be spent fixing vehicles, servicing customers, and thinking big picture about your business.

The invoicing phase really starts when you produce an estimate and put a number on the table that leads to personal financial decisions for the driver.

DVIs with photos and videos make talking the customer through the work much easier, saving time and stress on both sides of the service desk. Customers who can see the suggested work are more likely to sign off, too, boosting the Gross Profit Dollars and Average Repair Order of your shop.

Of course, the invoice is the final sale. It must leave the customer with a sense of satisfaction and trust, and complete the process with respect to their needs.

The less moving parts in your workflow, the better. Use an auto repair shop invoicing software that connects these three separate steps in a process that is as easy as possible for all involved.

Make Communication Easy

Your auto repair shop invoicing software should be seamless and simple. Does it present options in a way that is easy to understand? Is it simple for drivers to open your invoice?

To keep the payment process smooth and easy, make sure your auto repair shop invoicing software utilizes text-to-pay so that customers can pay from their phone. That small reduction in steps provides a little extra peace-of-mind for your customers so they can worry less about their repairs and continue to focus on their day.

Since the invoicing process really begins with the estimate, you want to make sure that you are able to communicate with customers, and agree upon the repair work as clearly as possible. Any confusion in the estimate process may lead to customers paying more than they expected, and in a worse-case-scenario, a chargeback.

It’s good to have a true two-way text capability built into your invoicing software so that you can clear up any pricing confusion with customers, even when they step away from the shop.

Track Declined Work

Some customers may not be able to pay for all of the work you present. And that’s okay! As long as your software is able to track declined jobs, you can follow up with customers later on down the road.

Following up can lead to extra repair work, and it’s good for drivers, who are trying to manage the maintenance on their vehicles alongside everything else going on in their day-to-day lives. They may not be thinking about when their car needs an oil change or when they need to change their brake pads. By showing that you are thinking about those things, you’re letting them know that you are there to help them out; you’re giving them a little extra service that many other shops can’t or won’t.

Make sure your system has a feature to track declined work, and train your service advisors how to connect with customers who need it.

Tie it to Accounting

There’s no need to duplicate the act of counting invoices or reconciling them. You should be able to integrate your auto repair invoicing software with your accounting software. When an invoice clears, the balance sheet should change, presenting a real-time view of your shop performance. The less lag, the crisper the insights; a delay of several hours between updates can give you an incomplete picture of daily performance.

A clean accounting process makes your job easier in so many ways: cleaner reports, less time tinkering with data, and fast decision making for the health of your business. The simple solution of syncing up your auto repair invoice software with your accounting system will pay dividends for you and anyone else making leadership decisions for your business.

Reinforce Your Brand

The invoicing process is an opportunity to set the stage for further follow-up and touch points in the future: discounts and deals, customer satisfaction surveys, event invites, and follow up on work that needs to be done. A smart invoicing system can drive both leads and conversions.

Are you putting your best face forward on your invoice? Make sure your logo, website, and phone number are on the invoice. Add taglines or other writing that you think will send a positive message to your customers. Anywhere the invoice traces back to (either in the shop or online) should look like an extension of what you send your customers. So keep your website and social media up to date.

If you own multiple shops, make sure there is uniformity across all invoicing systems so that you can reinforce your brand standards no matter which location a driver brings their car to. The more consistent the customer experience, the better it will be for your end customer, and the more you will be able to test ideas for your shop so you can innovate, too.

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By streamlining your auto repair shop workflow, you can help your shop create a memorable customer experience that will keep them coming back next time they have a problem.

From the moment customers walk in the door to when they pick up their vehicle, your shop’s service advisors play a crucial role in creating a smooth, enjoyable experience.

Shop management software makes it easy to establish a standardized intake process so that shops can provide the same level of care to their customers every single time.

Service advisors can build repair orders in seconds, apply the right digital vehicle inspection templates with just a few clicks, and quickly text or email the results to the customer for approval.

This frees up their time to focus on the customer directly, address their concerns, and create a stress-free experience. If things go well the first time, and customers feel like they can trust your shop's recommendations, work they'll more than likely come back for future repairs.

Many mechanics and auto repair shops are finding success by utilizing new apps that can help speed up inspections, car repairs, diagnostic readings and more. These apps can help everyone from dealerships and repair shops to mobile mechanics and DIYers. Here is our selection of the best mobile apps and online resources by use type.

Infographic of the best apps for automotive mechanics.

Diagnostic and code reader apps

Torque Pro: Torque is a vehicle diagnostics tool and scanner that uses an OBD II Bluetooth adapter to connect to your OBD2 engine management. It can use the GPS to provide tracker logs with OBD engine logging so you can see what you were doing at any point in time.

It works on any vehicle that uses the OBD 2 standard (most vehicles built after 2000, but can work for vehicles as far back as 1996). The app needs a Bluetooth OBD2 adapter to work. Torque is currently $4.95 and available in the Google Play Store.

Car Scanner ELM OBD2: Car Scanner offers OBD code scanning, sensor data and more. You can also reset DC fault codes with this app. It uses an OBD 2 Wi-Fi or Bluetooth adapter to connect to your OBD2 engine management.

Car Scanner is currently free and available in the Google Play Store and Apple App Store.

RepairSolutions2: The Repair Solutions app guides you from diagnosis to fix. It pairs with the newest generation of compatible OBD2 decoders and scanners to deliver the most comprehensive automotive repair database with verified fixes from ASE Master Technicians.

The mobile app requires an OBD2 scanner for most functions. It is currently free in the Google Play Store and Apple App Store.

Digital vehicle inspection apps

Tekmetric Mobile: Tekmetric Mobile is specifically designed for the automotive industry and helps car mechanics be more efficient with tasks like digital vehicle inspections. Technicians can take pictures and videos straight from their mobile phone to show customers where a repair is needed. It also provides auto mechanics with an easy way to manage their time clock.

Tekmetric Mobile is free but an active Tekmetric subscription is required to use this app. Tekmetric Mobile is available for iOS and Android users.

Tek-Tip: Mobile apps can be paired with cloud-based automotive repair software to further boost productivity and effieicncy.

SafetyCulture: SafetyCulture has designed a workflow app that helps teams collaborate and manage tasks. While not specifically designed for the automotive industry, this app can be used for digital vehicle inspections.

This app is free currently for teams with 10 people or less. It is available for iOS and Android users.

Service guide apps

BG Technician App: With access to fluid application guides, tech tips, and service guides, auto repair professionals can harness the power of the BG Tech App in the palm of their hands. The BG Tech App instills the confidence needed for technicians to discuss common car maintenance problems and solutions that prevent those problems. The BG Technician App is free and is available for iOS and Android users.

1A Auto Diagnostic & Repair: The 1A repair app helps guide you through various automotive repairs with over 19,000 videos from professional technicians. You can also shop for auto parts used in the videos directly from the app. This app can also benefit mobile mechanics by allowing them to shop for car parts straight from the app.

The 1A mobile app is available for free in the Google Play Store and Apple App Store.

Tek-Tip: Don't forget about "old-school" repair manuals that are now available in digital formats.

VIN scanner apps

Tekmetric Mobile: Tekmetric Mobile can scan VIN codes and license plates to help you start your check-in process sooner and build ROs faster.

Tekmetric Mobile is free but an active Tekmetric subscription is required to use this app. Tekmetric Mobile is available for iOS and Android users.

VIN Check Report: This app will scan your VIN and show you market value, vehicle history, recalls, and more. Typically this type of app is used by those looking to purchase a car but this app also helps mechanics find title and recall information.

This app is available for free to Android users or you can utilize their website.

VIN Report: This app provides an easy way for you to scan a VIN and retrieve important title, recall, theft, and pricing information. It also can estimate depreciation and market value if you are looking to buy or sell a car. Mechanics will appreciate its ability to quickly find vehicle history information and open recalls.

The VIN Report mobile app is available for free in the Google Play Store or you can use their website.

Tire apps

TireScan Advisor: While many other options exist for measuring tire tread, TireScan has created an app to help automate this task by taking pictures from your mobile phone. This app utilizes AI to analyze your tire’s tread, TIN and sidewall.

TireScan is available for free in the Google App Store.

Anyline: If you are looking for a more robust app, Anyline might be the solution for you. They have created an app that reads sidewall, tread, TIN/DOT, sizing, make and model in real-time. However, they do not disclose their pricing and it is safe to assume that it is not a free app. This app seems to be designed for dealerships and large repair shops.

Tek-Tip: Tekmetric Tire Suite provides automated DOT registration, fitment data, ordering, and more.

Service advisor apps

BG Advisor App: The BG Advisor App is developed specifically for automotive service advisors and can help with sales, training and more. This app can help service advisors and shop owners explain repairs to customers and win more work for your shop. This app is available for iPhone and Android smartphones.

Online resources

YouTube

‍YouTube is a gold mine for car repair veterans and DIYers alike. Some of our favorite channels include:

Free Tekmetric resources

Reddit

‍Reddit can be another powerful resource for new techniques plus an online community to answer questions you may have. Some of the best subreddits include:

Podcasts

‍Podcasts can be entertaining and an easy way to learn while working or driving. Some of our favorites include:

Are mobile apps necessary for auto mechanics?

Mobile apps are more of a luxury than a necessity for mechanics, however, they can help speed up repairs and boost efficiency. They can also help reduce time spent on paperwork and simplify workflows. If your shop is looking to stay competitive in this technology-heavy era plus boost productivity, mobile apps might be the answer you are looking for.

Closing thoughts

While all of these mechanic apps and resources can be useful, it is important to find apps that pair well with your needs. Before downloading any apps, make sure to read the reviews and do your own research. Lastly, don’t be afraid to test new apps out in your shop and see what works best for you.

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