How Auto Repair Shops Can Plan Ahead With Real-Time Reports

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August 18, 2023

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Read time: 3 min

Do you ever wish you could see into the future? As a business owner, being able to predict how much business you will get during a week, a month, or a year can help you make important decisions regarding marketing your services, taking on more work, hiring more employees, or even knowing when to expand your business.

Of course, there are always going to be unforeseen situations. No matter how much technology you have, there’s no surefire way to predict accidents, natural disasters, or other changes in life circumstances. Fortune telling aside, shop owners can use real-time reports to forecast the health of their business and get a sense of how much money their garage is expected to make before the end of a week, month, or year.

Here’s how you can leverage two of Tekmetric’s real-time reports in combination to forecast your shop’s performance and test the decisions you make as a shop owner.

Tekmetric’s Real-Time Shop Dashboard

Just as a dashboard in a car allows drivers to see what’s going on with their vehicle, dashboards for auto repair shops allow service writers, technicians, and shop owners to see what’s coming in, what vehicle is in the garage, and what’s ready for pick up.

If you’ve been working in a garage for a while, you probably remember a time when shop employees would jot down information with paper, pen, and clipboards. Now, the dashboard in your shop has gone digital to make it easier to see what’s going on at a glance.

Tekmetric’s shop dashboard tracks and displays specific steps of the auto repair process so you know exactly what the status is:

  • Not started
  • Requires authorization
  • Pending authorization
  • Declined all, in-progress
  • Need to order parts
  • Waiting on parts
  • Waiting on customer
  • Waiting on sublet
  • Balance due
  • Ready to post
  • Work not started
  • Credit due
  • On hold
  • Posted
  • In A/R

Because shop owners have a granular look at the status of each job at any given moment, they have a more accurate idea of which tickets are going to yield payments and when the customer is going to pay.

Service writers can also use the shop dashboard to quickly prioritize jobs in accordance with the needs of the shop and communicate those needs to technicians or otherwise plan what’s next, whether that means getting approval for work, handing a car off to a technician, ordering parts, or collecting payment.

Tekmetric also lets shop owners see the dashboard by day, week, month, and year-to-date, opening up a whole new level of forecasting. You can even set a custom start and end date to see how your shop has performed or is performing during special events or situations. For instance, several of our customers have used the custom date feature to gain better insights into how their shop performed during the first few months of COVID-19 and plan how to adapt.

Annual Forecasting

During the year, you can go to your shop dashboard and get a sense of where you're at and how the rest of the year is likely to play out. If you notice that month to month, business has been slowing down, maybe it’s time to adjust your marketing. Or maybe you notice that this year has been busier than ever, in which case you might consider bringing on more talent or even opening a new location.

Weekly Forecasting

Because the shop dashboard also shows sales in progress, shop owners can combine that data with their closed sales data to get a good idea of how much profit their shop is lined up to make by the end of the week.

Let’s say you have another 20 cars that are on your job board with approved work on them, and you know that you’re going to get that work completed by Friday. You now have a good idea of how much money you’ll have at the end of the week because that report is going to combine the data of jobs that have already been paid for with jobs that are still pending payment.

Tek-Tip: Use Forecasting to Incentivize Your Team

When using real-time service writer reports, you might notice trends: some service writers may be better at closing repair work than others, or maybe you notice that a few service writers slow down by the end of the day or the week.

Real-Time Service Writer Sales Report

Want to drill down even further with your forecasting? Tekmetric’s real-time service writer sales report can show you where each service writer is at in each of the jobs they’re overseeing:

  • Unchecked
  • Pending
  • Declined
  • In-progress,
  • Completed
  • Posted work

Now you can forecast the amount of business each service writer will close by the end of the week, and look back at how each service writer has performed. Like the shop dashboard report, you can modify the service writer report to view by day, week, month, year to date, or during a custom time period.

Tek-Tip: Leverage Trends to Lead Your Team

When using real-time service writer reports, you might notice trends: some service writers may be better at closing repair work than others, or maybe you notice that a few service writers slow down by the end of the day or the week.

Use these trends to lead your team. Everyone has room for improvement. Let high performing service writers mentor those that could use some guidance so that you can boost sales across the board. Find ways to boost morale mid-week to keep up the pace from week to week.

Shop Management Software that Keeps You Driving Forward

Tekmetric is always looking for ways to give auto repair shops an edge and keep them ahead of the curve.

Real-time data not only keep shop owners in tune with what’s going on in their shop from moment to moment but also give them the foresight to know how things will pan out.

We encourage our users to experiment and see how their decisions affect these reports and test the success of different initiatives. We look forward to seeing how you use these reports in your shop.

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

FAQ

More articles

2024 was a big year for Tekmetric and for the shops we support. Thank you to all the shops that supported us this year and for allowing us to be your partner. Find our 2024 highlights below.

Key customer wins

Tekmetric exists to help shops be more efficient and more profitable. Here are some of the notable wins our shops achieved in 2024:

  • Number of cars worked on: 28 million +
  • Number of Tekmetric releases: 44
  • Hours saved by adding a Smart Job to an RO: 4,700 + Hours
  • Number of photos added to inspections: 50 million +
  • Transactions processed through Tekmetric shops: 1.6 million + ($900 million processed)
  • Average ARO: $913.35 (That’s 167% higher than the national average!)
  • Top features used by customers:
    1. Digital Vehicle Inspections
    2. Two-Way Messaging
    3. Smart Jobs
    4. Tekmetric Payments
    5. Counter Sales

Top product releases

Mobile app

Tekmetric Mobile allows shops to perform inspections faster and streamline their workflows. It is available for free in the Apple and Google app stores.

Tire suite

Our tire shop software helps shop owners streamline their operations, invoices, tire ordering, inventory management, and ensures regulatory compliance.

Payments

Tekmetric Payments received a rebrand in 2024 with it being added into the Tekmetric main portal plus more financing partnerships.

2024 Awards

G2

Tekmetric took home more hardware in 2024 including the G2 badges for most implementable, best usability and momentum leader. Ultimately, this led us to be ranked first for best auto shop management software by G2.

Silver Stevie Award

Tekmetric received the 2024 Silver Stevie Award for fastest growing tech company.

Houston Business Journal

Tekmetric earned a top 25 ranking in the best places to work for in 2024.

Top events

SEMA/APPEX

This year, Tekmetric had a significant presence at SEMA and APPEX. Our primary focus was on mobilizing and engaging with our customer base, driving demand for Tekmetric solutions, and increasing brand awareness.

At SEMA, the largest automotive trade show in the USA, which attracts about 140,000 attendees, we hosted the 5th Quarter and Yeti Giveaway Happy Hour event in our booth on Tuesday, Wednesday, and Thursday. This event featured drinks, snacks, and a raffle for a Yeti Prize Package, creating a relaxed and engaging networking atmosphere during the last hour of the show.

Vision

VISION Hi-Tech Training & Expo, a premier automotive service event for over 30 years, annually drew over 3,500 attendees. Focused on employee training, it offered hands-on lessons for technicians, service advisor training, and management sessions. The 2024 conference, held from February 19th to March 3rd at the Overland Park Convention Center, covered technical practices, standard operating procedures, KPIs, and service advisor sales approaches.

Tekmetric had a booth at this event, providing valuable networking and learning opportunities. The event also served as a marketing platform for top automotive companies to host sessions, sponsor, and exhibit, connecting with dedicated professionals and contributing to industry excellence. Additionally, we co-hosted a happy hour with Steer on March 1st, which allowed us to interact with more attendees in a relaxed and engaging setting.

Shop Hackers

The Tekmetric team attended Shop Hackers in early August as a Platinum Sponsor. Shop Hackers was one of Tekmetric’s key strategic events of the year, with a large portion of attendees being Tekmetric customers. Our focus as a revenue team was to ensure we leveraged the event and overall investment to:

  • Mobilize and engage our customer base.
  • Drive demand and adoption of Tekmetric solutions.
  • Generate brand awareness and visibility for Tekmetric.

At this event, we had the opportunity to speak directly with attendees and presented Tekmetric Unveiled: Latest Features and Upcoming Innovations, showcasing our newest developments and exciting future plans. We also launched the MVP Customer Advocacy Program, which allows us to recognize and engage our most valued customers. To further enhance the experience, we invited four of our customer shops to attend the event and share their experiences with Tekmetric.

Closing Thoughts

2024 was a big year for Tekmetric and the shops we support. As we look ahead to 2025, we are excited to join forces with Shopgenie and provide even more ways to streamline your shop operations. Lastly, thank you to all of the shops that allowed us to serve you in 2024 and we can’t wait to see what you + Tekmetric accomplish in 2025.

2024 Tekmetric Recap

December 19, 2024

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Were you looking for a vendor to reorder carbon copy auto repair receipt templates when you found this blog? Maybe you’ve already spent a few hours at your computer, searching for the right auto repair receipt template. But none of the templates you’ve seen looks right for your shop. It’s hard to find a perfect fit. You need a template that is fast to fill, inexpensive, flexible enough to work for any sale, and easy for you and your customers to understand. That’s a tall order.

But all too often, standalone templates fail to meet the complex business needs of modern auto repair shops.

You have already made positive changes toward getting organized by searching for and maybe even trying out a variety of new templates. But what if you could save time and improve accuracy with a system that did all the work of writing and tracking receipts for you?

Think about how you currently find the information you need for your receipts and fill them out. Maybe you use carbon copies. Maybe you type the receipts out. But you’re probably getting the information from your invoices, which themselves reflect estimates. That’s three documents to write per customer, which can quickly add up to a lot of time spent on paperwork.

Auto repair shop management systems are capable of populating receipts with payment information and prices from estimates and invoices in seconds to create consistent receipts and a more positive customer experience.

We know that change can be hard, but it’s worth it.

Let’s analyze some of the ways your current auto repair receipt templates might be holding you back and how an auto repair shop management system can improve your customer experience, simplify work at the shop, and lead to more business growth for you and your team.

Go Beyond an Auto Repair Receipt Template with Tekmetric

July 18, 2023

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Your shop’s ability to grow, make a profit, and succeed hinges on clear and accurate invoicing.

If you’re still using pen and paper for your invoice software, you probably spend a lot of time reconciling records at the end of the day and may even have to stay late to put your books in order.

Paper means lots of copies, transposition of information, and a high probability of making mistakes. The same holds true if you’re using multiple software programs to juggle records at your shop to put together information for invoices. If you aren’t using a single, comprehensive system, there’s a good chance details will be incorrectly copied or left out.

Transform Your Shop With Auto Repair Shop Invoice Software

December 23, 2022

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