Streamline Your Auto Repair Shop’s Workflow for the Best Customer Experience

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June 19, 2023

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Read time: 3 min

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.

Focus on Customer Experience at Every Step

By keeping track of who your customers are, what they like, and what they’re all about, your shop’s service advisors can create an experience that’s memorable and feel-good for your guests, converting them into life-long customers. 

Your auto repair shop workflow begins during the customer intake process, and service advisors should have a standard process in place for each first-time customer. You can collaborate with your service advisors to brainstorm and fine-tune how they welcome first-time customers. For example, you could decide to: 

  1. Greet the new customer and welcome them to the shop 
  2. Get their name right by taking note of its spelling and pronunciation
  3. Get the make, model, and year of their vehicle 
  4. Ask them what problem(s) they are having with their vehicle
  5. Ask them how they found out about your shop 
  6. Ask them whether they want to stay at the shop or leave during their repair 
  7. Explain what the next steps will be 

As for existing customers, if you’re taking good notes, you’ll be able to greet them, show them you remembered them, and give them a good reason to come back time and again. 

Streamline Customer Information for a Friendly Customer Experience

Service advisors have to gather a lot of information from guests at this initial stage. It’s important that they document everything.

With shop management software, service advisors can move through this step with little effort, keeping track of customer information with just a few keystrokes and clicks. 

Make It Easy for Customers to Approve Repairs

Working with customers to approve work is where the real back-and-forth can happen if your team isn’t careful. It’s ideal to have customers approve all repairs, but your team can’t be pushy, either. That’s why it’s important to make the repair approval process as transparent, intuitive, and easy as possible for guests. 

At this stage in your auto repair shop workflow, the customer should be able to clearly see every job on the repair estimate and its urgency—and then approve or decline individual jobs without having an extensive conversation with a service advisor.

Putting the guest in the driver’s seat of the approval process ensures that nothing will be misheard or misconstrued over the phone or at the counter. 

Create a Frictionless Estimate Approval Process for a Seamless Customer Experience

Repair tracking software removes the need for service advisors to play “telephone tag” with each repair estimate. Guests will be able to approve or decline individual jobs on their own time.

As guests review the estimate and approve work, the service advisors and technicians can continue working instead of waiting around for guests to make a decision. Because service advisors can now stay focused, they will be able to navigate the parts ordering process more efficiently. 

Keep Customers Updated, Offer a Smooth Payment Process

Guests can be doing any number of things while the technicians repair their vehicles. Regardless, they still want to know the status of their repair in the easiest way possible. 

As the technician works on the repair, they should be providing the service advisor with updates that can be relayed to the customer. Service advisors shouldn’t be leaving their workstations, running back and forth. Rather, they should get these updates from technicians in a way that doesn’t interrupt the technicians’ workflows. 

When it’s time to pay, the guest should have easy options to process their payment, whether that’s a text-to-pay service, a smart payment terminal, or both. 

Keep Customers Informed with Easy Communication for a Transparent Customer Experience

Repair tracking software can keep service advisors in-the-know of each repair without them having to go bother technicians.

Technicians can run a built-in timer on line items in each repair order, and easily mark off completed jobs. From there, they can periodically add status updates into the digital repair order, marking off completed jobs. 

Since the service advisor has access to the same system, they can jump into a repair order at any time to see the progress bar. From there, they can use repair tracking software texting features to text the guest about how far along the repair is. 

And with text-to-pay features, customers can pay on their own time, which minimizes disruptions.

Going even further, if your shop has a drop box, customers can pick up their vehicle when it’s best for them, pay by text, and get back on the road quicker than ever.

Optimize Processes to Enhance Your Customers’ Experience

Streamlining your auto repair shop workflow is essential to creating a memorable customer experience that will not only bring them back but also lead to referrals and increased revenue. 

By investing in Tekmetric, you and your team can standardize customer intake, make the repair approval process easy for guests, and ensure a smooth and enjoyable customer experience.

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In partnership with Advance Professional, Tekmetric now seamlessly integrates with MotoVisuals. This powerful collaboration aims to elevate the customer experience, streamline shop processes and empower automotive businesses like never before.

MotoVisuals offers a wide array of simple-to-follow animated videos, simplifying customer education. Shops report their close rate increase from industry average of 55% to over 90% when MotoVisuals is integrated into their workflow.

Central to this integration is a dedication to saving Service Advisors’ time, improving customer communication, and ultimately boosting your shop’s profitability. Here's how leveraging MotoVisuals within Tekmetric’s Digital Vehicle Inspections (DVIs) is poised to transform your shop:

Visualizing Excellence: Transforming Customer Experience with the Tekmetric MotoVisuals Integration

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Effective customer communication is crucial in the auto repair industry, no matter how big or small your shop may be. In fact, customer communication is at the heart of the most successful shops. However, there’s more to it than just writing a repair order or making a phone call and leveraging effective strategies for communicating can make the difference in a shop’s level of success. In this guide, we will go over qualities of great customer communication and how you can leverage digital tools like your auto repair shop management system to be a better communicator. Together, these assets can help you enhance customer loyalty and grow your shop’s bottom line.

Good communication in your shop is characterized by:

  • An efficient and accurate workflow
  • Understanding and fulfilling customer needs
  • Creating trust and driving safety by educating customers on their vehicles

Maximizing and Streamlining Your Workflow

Good communication starts internally. Streamlining communication between your service writers and technicians is key to ensuring the customer’s needs are met in the most efficient way possible. To master this, encourage your team to leverage internal tools like your shop management system to streamline internal conversations. This can help create a more efficient communication process, allowing you to both maintain a continuous workflow and enhance your overall customer experience. Some of Tekmetric’s features to streamline workflow include: 

  • Job Board. Within Tekmetric, internal and external notes can minimize the back-and-forth during a repair process. For example, internal-facing notes on a job board allow for immediate communication between your technicians and service advisors with just the click of a button. Additionally, job boards also have customizable statuses that share the state of a repair at a glance – no more chasing down a technician after your day off for a progress update. Together, these features streamline your shop’s internal communications, driving efficiency and allowing smoother behind-the-scenes operations for everyone.
  • Inventory and Ordering. To help streamline the ordering process, Tekmetric includes a feature that allows the technician to find the parts that they need for the vehicle, rather than going through a service advisor. By empowering the technician to review labor times, order the correct parts and note their needs internally, this feature can reduce communication bottlenecks and enhance communication – from the technician to the service advisor, and eventually to the customer.

Meeting Customers Where They Are

The best way to reach a customer is whichever method they prefer. Some may prefer email or phone, but many people are on-the-go and also appreciate text updates. In fact, 81% of Americans text regularly, with 90% of text messages opened within the first three minutes since it was sent. Because of this, Tekmetric has built-in, two-way texting to help you make your customer experience more convenient. Whether sharing repair updates or enabling a parent to make a payment for their college student from states away, texting enables customers to reach your shop for important matters without inconveniencing themselves. This includes features like: 

  • Two-way texting. With two-way texting, customers no longer have to deal with phone tag hassles and can reach the shop at the tip of their fingertips. This capability gives the customer more autonomy in the repair process, allowing a convenient way for them to ask questions, view photos or video and approve repairs.
  • Text-to-pay. Payment is the final touchpoint you have with a customer. The text-to-pay feature makes this process virtually painless. Customers can pay from their office, in the evenings at home or even from miles away if they are traveling. By offering this option, you can simplify the payment process, and the customer can pick up their vehicle sooner – resulting in a happier customer and more efficiency in your shop. 

Facilitating A Culture of Trust, Safety and Education

In the auto repair industry, shops have a responsibility to ensure the safety of their customers’ vehicles. Utilizing digital tools in your shop can demonstrate your commitment to vehicle owner safety, as well as help you facilitate a culture of trust that seeks to educate the average customer about the health of their car. Some tools might include: 

  • Digital vehicle inspections. DVIs provide two key qualities your customer highly values: information and benefits. A complete DVI with photos, video and clear notes gives customers the autonomy to examine the repairs your technician proposes and decide which recommendations they want to approve. It benefits your shop too: when you share eight photos or more, your ARO can actually increase because the media allows the customer to see where the vehicle needs repairs with their own eyes. With two-way texting, you can send photos directly to the customer’s phone as well, enhancing both the convenience and the level of trust they have in your shop.  
  • MotoVisuals integration. One of the responsibilities of the service writer is to educate the vehicle owner on why the repair is needed for their car. With Tekmetric’s MotoVisuals integration, you can share clear, easy-to-understand animations and videos with voiceovers that talk about why a repair is important. This helps drive the vehicle owner’s confidence in the repair, creating a culture of education that ultimately drives trust and loyalty and keeps your customers coming back for more.

The Bottom Line?

Ultimately, communication is a strategic business tool that can drive efficiency and enhance your shop’s performance. By prioritizing clear, consistent and personalized interactions, you can build lasting relationships, enhance customer satisfaction and elevate your shop’s performance. Embracing digital tools and strategies like Tekmetric can empower you to optimize your communication efforts and achieve sustained growth. This commitment to maintaining a customer-first mentality is reflected in your ability to communicate both with your team and your customers and, when done effectively, can increase customer retention and lead to more profit for your shop.

Tekmetric’s Guide to Effective Customer Communication

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With the SiriusXM Platinum Plan, customers receive access to hundreds of SiriusXM channels featuring ad-free music plus sports, talk, entertainment, news, and comedy that they can enjoy both in their vehicle and outside the car with the SiriusXM app.

“We recognize the immense opportunity this collaboration with SiriusXM presents for repair shop owners,” said David Weiner, Chief Revenue Officer for Tekmetric. “At Tekmetric, our goal is to provide shop owners with a wide range of options to enhance their customer experience. Enabling a complimentary SiriusXM subscription on our platform is just one way we empower shop owners to offer added value, sustaining loyalty and satisfaction among their customers.”

In addition to enhancing customer experience, this integration is streamlined for shop owners to easily apply it to their shop. With just two clicks, shop owners can seamlessly activate the integration and begin providing the SiriusXM trial subscription to customers as a thank you after service visits. For instructions to enroll your shop today, please click on this link: https://siriusxmforshops.com/Tekmetric.

SiriusXM and Tekmetric to Provide Enhanced Customer Experience at Auto Repair Shops

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