How to Simplify the Checkout Process With Auto Repair Shop Invoice Software

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October 26, 2023

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Read time: 3 min

While it’s important to focus on customer service and providing reliable repair work, your shop’s entire repair process, from beginning to end, should be consistent. If your shop has stellar processes for greeting customers, writing estimates, selling work, and completing work, you can stick the landing with a solid check out process.

If done the right way, your shop’s invoicing process will enhance the efficiency in your shop while leaving a positive, lasting impression on customers.

The invoices your shop hands out are a representation of how transparent your shop is. Your customers will gain visibility into exactly what they’re paying for. And the more they can understand an invoice, the more they can answer the question we’ve all asked ourselves when we’re customers, “Okay, what am I paying for?”

So, why not end on a strong note? Make your shop’s customers feel more at ease with easy-to-understand invoices.

Here are four ways to simplify your shop's invoicing process.

1. Standardize Your Invoicing Process

A steadfast workflow should carry through from the moment your customer’s walk in to the moment they drive away. If your shop is using an on-premise auto repair shop invoice software, then you’re stuck at the main computer unable to leverage tablets or phones for greater flexibility. Having the ability to move around the shop is a huge advantage in the auto repair world.

Keep Jobs Moving With a Streamlined Workflow

Streamlining your shop’s processes into a simplified workflow help your team more effectively manage their current workload, but also provide the capacity to take on more jobs.

By investing in one cloud-based shop management system, every one of your shop’s processes can be synchronized so that you don’t have to rely on several different programs or a separate disparate auto repair shop invoice software.

Click Into A Repair Order and Send an Invoice  

When your shop’s technicians have finished all approved repair work, your service advisor should be able to see the work on a digital system. And with a shop management system that includes a built-in invoice feature, your service advisors should be able to send the invoice directly to your customer from that same interface.

2. Eliminate Tedious Tasks

By simplifying the movement of information from the estimate to the invoice, you can set your team up for success. With traditional methods, a lot of your team’s time is spent doing repetitive tasks, moving information over from one form to another.

When that information is first put into a digital system, it can be auto-populated for you and save your technicians, service advisors, and customers time.  

Default Inspections

With default inspections, shops can set a default inspection template that will be automatically applied to every vehicle that comes into your shop.

Service advisors won’t have to spend time searching for your shop’s standard inspection every time they build a new repair order. Plus, technicians will have a standardized inspection to work off of, ensuring that every vehicle is thoroughly inspected to the same standard with the same level of care.

This not only saves both your service advisors and technicians time, but it also helps to improve the accuracy of your inspection reports while delivering an exceptional customer experience, built on a foundation of trust.

Send And Receive Payments Instantly

With the right auto repair shop invoice software, your entire payment process should be easy—from calculating the balance due, sending it off to your customer, and collecting the payment.

Why force customers to pay you right at the time and point of sale? We're living in the future, and we're already paying for pizzas over the phone. Modern shop management platforms give your shop advanced tools like text-to-pay or buy now, pay later options so you can get paid instantly and easily.

3. Meet Customer Expectations

71% of customers have said that they genuinely want a consistent experience with a business, but only 29% say they get it.

And when it comes to auto repair shops, unfortunately, most customers don't have the best expectations. Cars are expensive, complicated, and noisy, and there's a lot going on under the hood that most people don't understand.

That's why it's so important for your auto repair shop to build that trust with your customers, to help them feel that your company is offering them truthful recommendations, not just upsells for a quick buck.

To build that trust with your customers, each aspect of their appointment should be consistent and dependable, down to how their invoice is presented.

Provide Your Customers With Options

Part of providing a noteworthy customer experience is giving them options. You’ll want to look for a shop management system that lets you see if customers are in the shop or have stepped away so that your team knows whether they should send them the invoice or talk to them in the lobby.

You should be able to send the invoice over text or through email. And if they want a paper copy, you should be able to print it straight from the software.

Show Future Service Recommendations

Another part of building trust with your customers is helping them remember when it may be time for maintenance work or an upcoming repair.

During the inspection process, a technician may find a budding issue like a belt or brake pads that are starting to wear thin.

While these findings may not require immediate attention, the service advisor should still be able to review these findings with the customer and give them the option to decline and save for a follow up.

Protect Your Business

With a built-in invoicing system, you can protect your bottom line, your margins, and your data. And like we mentioned before, with buy now, pay later options, your shop will even be protected from potential chargeback fraud.

Give your customers a modern experience

The right invoicing system will improve your shop’s workflow, save your team time, enhance your customers’ experience, and provide you with peace of mind.

Investing in an invoicing system is important, so you’ll want to make sure it’s a long-term fit for your business with the right foundation. That's why its critical to look for the right cloud-based shop management system.

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

FAQ

More articles

When researching digital vehicle inspection software solutions, you should look for these seven core features that benefit your team and your customers:

  1. A searchable DVI history
  2. The ability for technicians to attach photos and videos to inspections
  3. A color-coded system that indicates the severity of inspection findings
  4. A direct tie-in to parts and labor data when building estimates
  5. The ability to add canned jobs when building estimates
  6. Digital authorization
  7. Automatic saving and tracking of declined jobs

1. Searchable DVI History

When shopping for digital vehicle inspection software, make sure that you can easily look back on past inspection findings. When service advisors are able to quickly find out what was uncovered during previous inspections, they’re less likely to miss a repair opportunity and leave money on the table. They can simply pick up where they left off, helping your shop sell more repair work.

2. The ability for technicians to attach photos and videos to inspections

It’s one thing to tell a customer, “Hey, your car has really bad engine corrosion.” It’s another thing to show the customer a photo of the orange, brittle-looking rust all over their engine. When customers can see what’s really going on with their vehicles, they’re more likely to trust your team’s word and authorize repairs right then and there. They’ll be less inclined to shop around for a second opinion or tell you, “Oh, I’ll sleep on it and come back tomorrow.”

A digital vehicle inspection software that enables technicians to quickly attach photos and videos will help your team keep repairs moving along and build customer trust.

3. A color-coded system that indicates the severity of inspection findings

When explaining repairs to customers, the best route is often the simplest one. Instead of spending time speaking or writing about the intricacies of each inspection finding, service advisors can leverage digital vehicle inspection software that uses a simple, color-coded system to instantly give customers an idea of how urgent each inspection finding is. For instance, an inspection finding marked in green would indicate that everything is good to go, one marked in yellow would indicate something that might need attention down the line, and red would indicate the need for immediate action.

4. A direct tie-in to parts and labor data when building estimates

It’s vital for service advisors to weave in the right parts and labor data when building estimates. But doing so manually is a tedious process. With everything going on, service advisors might accidentally scribble down the wrong piece of information, resulting in the customer getting the wrong parts and labor pricing, or inaccurate parts availability.

Digital vehicle inspection software with a direct tie-in to parts and labor data helps service advisors create accurate estimates from the get-go, so there are no unpleasant surprises for anyone at the shop come estimate-review time.

5. The ability to add canned jobs when building estimates

On a daily basis, service advisors may find themselves writing the same types of findings on estimates over and over.

Digital vehicle inspection software with a canned jobs feature will eliminate a lot of this repetition by enabling service advisors to add pre-saved jobs to estimates in a matter of seconds. That way they can complete inspections faster and get estimates in customers’ hands as soon as possible.

6. Digital authorization

The easier you make it for your customers to authorize repair work, the more likely they’ll quickly do so. That’s where digital vehicle inspection software with digital job authorization steps in. Service advisors won’t have to track down customers to get their verbal or written approval to start repair work. Instead, customers can approve or decline individual jobs from the moment they get their estimate.

7. Automatic saving and tracking of declined jobs

Some repair work is going to get declined for various reasons. But don’t worry. Declined jobs show that your shop is thorough with inspections and estimates; your team caught every budding and existing issue with each vehicle. Think of declined jobs as future business opportunities for your shop.

However, remembering and keeping track of declined jobs can get tricky with a pen and paper method. Service advisors might totally forget about these opportunities, or if they remember, they’ll have to dig through stacks of paper or navigate folder after folder on a computer just to find the right estimate.

Digital vehicle inspection software that has a “declined jobs” feature enables your service advisors to pick up right where they left off the next time a particular customer walks into your shop. They’ll be able to search which jobs the customer declined last time, and recommend taking care of those issues. The results? You’ll get more business and impress your customers with your great customer service.

Compare your shop's performance against real data from thousands of auto repair shops by state.

Benchmarking data is only useful when it changes what you do next.

If you've run your shop's numbers through the Tekmetric Shop Index and seen where you rank on ARO, car count, parts margin, and effective labor rate — good. You have a diagnosis. Now you need a plan.

This post walks through what each gap in your TSI results is actually signaling, which operational levers move the needle on each one, and how to build a focused 90-day improvement target that gives your team something concrete to work toward.

Start With the Biggest Gap

Your TSI results will show you four rankings. Resist the temptation to try to improve all four at once. The shops that make the most progress pick the metric with the largest gap and stay focused on it for a full quarter before adding another priority.

Trying to improve ARO, car count, parts margin, and effective labor rate simultaneously often means improving none of them because the operational changes required for each are different and can compete for your team's attention.

So step one is simple: look at your four rankings, find the biggest gap from the industry benchmark, and start there.

Gap: ARO Below Benchmark

If your average repair order is lagging, the most common root cause is inspection performance. Either digital vehicle inspections (DVIs) aren't being completed consistently, or they're being completed but not converted into approved work.

A few questions to answer before you act:

  • What percentage of repair orders have a completed DVI attached?
  • Of the DVIs sent to customers, what percentage include photos or video?
  • What's your close ratio on recommended work?

If DVI completion is below 90%, that's almost always the first lever. Tekmetric's Inspection Report shows completion rates by technician, making it straightforward to identify who needs coaching and who's already performing well.

"Now I can look at everybody at a glance. I can be in a different state, different city and know exactly what's going on in each location all the time."  — Leroy Ingram, Ooroo Auto Care, Tekmetric Customer

If DVI completion is strong but close ratio is low, the issue is likely in how inspections are being communicated to customers — photo and video quality, the language in findings, how quickly the estimate follows the inspection.

Shops on Tekmetric also have access to the Parts and Labor Matrix, which protects against underpricing. It can be a quiet ARO killer that doesn't show up until you look at margin data.

➡ See how your ARO compares →

Gap: Car Count Below Benchmark

A car count gap can mean two different things depending on how it breaks down: you're not bringing in enough new customers, or your existing customers aren't returning at the rate they should. Both problems need attention, but they need different solutions.

For new customers, the questions are acquisition-focused. Tekmetric's online booking gives customers a way to find you and schedule an appointment 24/7 — filling bays without your team picking up the phone. The more friction you remove from the booking process, the more new customers follow through.

For returning customers, the questions shift to communication. Are declined jobs being followed up? Are customers receiving service reminders? Tekmetric Marketing automates follow-ups on declined work and scheduled maintenance intervals — so your team stays in contact with your car count without adding manual effort.

"Seven hundred and two dollars in ad spend has generated 11 net-new customers and $12,802 in new customer revenue — an 18.3x return on ad spend before factoring in the lifetime value of those customers returning for future visits."  — Tanner Markham, Phase 2 Automotive, Tekmetric Customer

➡ See how your car count compares →

Gap: Parts Margin Below Benchmark


A parts margin gap is almost always a pricing problem — either your markup isn't keeping up with cost increases, you're applying flat markup where a tiered matrix would protect margin better, or your team is manually overriding prices inconsistently.

The fix starts with reviewing your Parts Matrix in Tekmetric. A well-structured matrix automatically applies the right markup based on part cost ranges, removing the inconsistency that comes from individual pricing decisions at the job level.

After updating the matrix, run your Parts Purchased Report to verify that retail pricing is reflecting the changes accurately. This is also a good time to cross-reference against recent vendor invoices — if costs have moved significantly in the last 6 months, your matrix thresholds may need updating.

➡ See how your parts margin compares →

Gap: Effective Labor Rate Below Benchmark


If your effective labor rate is trailing your posted rate, the most common culprits are inconsistent discounting, flat-rate job structures that cap labor recovery, or package pricing that doesn't account for actual labor time.

Start by pulling your Discount Detail Report to see where and how often discounts are being applied. If they're being applied inconsistently across your team, that's a coaching conversation — and Tekmetric's real-time reporting makes it easy to see which service writers are discounting most frequently.

The Labor Matrix is the structural fix. Similar to the parts matrix, a tiered labor matrix adjusts the billed hours or dollar amount based on configured ranges, protecting margin without changing what customers see on the invoice.

➡ See how your effective labor rate compares →

Building a 90-Day Improvement Target

Once you've identified your primary gap and the lever that addresses it, the last step is turning it into a measurable target for the next 90 days.

A good 90-day target is specific, tied to a leading indicator, and gives your team something to track week over week. For example:

  • ARO gap: "Increase DVI completion rate from 72% to 90% over 90 days, tracked weekly via Inspection Report"
  • Car count gap: "Launch declined-job follow-up automation within 30 days; track returning car count monthly for 90 days"
  • Parts margin gap: "Update Parts Matrix for all parts under $150 within two weeks; track parts margin weekly via Parts Purchased Report"
  • Labor rate gap: "Reduce average discount percentage by 15% over 90 days, tracked via Discount Detail Report"

These aren't arbitrary numbers — they're examples of the leading-indicator approach that lets you see progress before the outcome metric moves. Set yours based on where you're actually starting, not where you want to end.

Check Your Rankings Quarterly

Your TSI results are a snapshot. Set a reminder to re-run the benchmarking every quarter so you can see whether your numbers are moving relative to the industry — not just relative to your own history.

The shops that use benchmarking most effectively are the ones that treat it as a recurring discipline, not a one-time exercise.

"Thanks to Tekmetric, we've really enhanced our business and are looking to expand. We're the #1 shop, 6 years in a row in Upstate New York."  — Chris Chevalier, AAA Auto Repair, Tekmetric Customer

➡ Benchmark your shop now →

Takeaways

  • Start with your biggest gap — don't try to move all four metrics at once.
  • ARO gaps usually trace back to DVI completion rates or close ratios.
  • Car count gaps split into acquisition and retention problems — each needs a different fix.
  • Parts margin gaps are almost always a pricing matrix issue.
  • Effective labor rate gaps often come down to discounting habits and job structure.
  • A 90-day leading-indicator target turns benchmarking data into team direction.

➡ Benchmark your shop now →

You’re looking for the right tool for your shop: something that can manage your shop's workflow efficiently, free you up to spend your time on important shop decisions, and grow your bottom line.

How do you know if a system is designed to grow your business? At the very least, it must measure your business. If a shop management system cannot accurately measure shop performance, it can’t tell you whether or not using that system has improved your business.

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