Here is a great discussion on how we can document an auto repair invoice. In this clip, Brian and our guest Keith begin the process of writing a ten step SOP on building automotive repair invoices.

Auto Repair Invoice - Service Advisor Helping Automotive CustomerAuto Repair Invoice – When And How

Brian starts out the segment by setting the ground rules of the SOP. The front of house staff, specifically the Service Advisor at the desk, is responsible for writing the auto repair invoice. When you write a Standard Operating Procedure, you number the steps in order to clearly describe how the job is done. In this case, your front of house staff will have  a handy guide to refer to when questions come up.

It is also a great idea for you to review this and other SOPs regularly when in team meetings and one on one’s in order to keep everyone sharp. Sometimes, it will help for individuals to taylor certain steps and scripts to their own strengths. However, when you have one standard form on hand for the whole team to reference, it makes a huge difference.

Auto Repair Invoice SOP Step 1

Next, Brian called on Keith to provide step one. Before we fill anything else out, we will need to gather the customer’s contact and vehicle information. The first question we always need to answer is “Why is the vehicle here?” Then, from there, we can fill in the rest of the blanks on the SOP.

Learn More – Book Your FREE Strategy Session Today

Does your independent auto repair shop business lack direction? Maybe your initial business plan has stalled out. You need to hire an experienced automotive industry coach who can help you. So why not schedule a FREE business strategy session today with Brian Gillis? You have got nothing to lose, so sign up today!


Learn how to document auto repair shop systems the YNR way – using Action Flow Charts! Never again wonder what the steps are to any repair process your team must complete. Brian reviews a sample brake job checklist form to demonstrate how technicians and service advisors can confirm every task is completed. Do you want to download Action Flow Charts that your team can customize for your shop? Get the whole package here!

Action Flow Charts helping auto mechanics and automotive technicians.Action Flow Charts to Document Automotive Systems

Brian starts off by recalling a customer in his former shop. When they brought an error to the staff’s attention, everyone worked together to fix it. After that, they had a customer for life. In fact, that customer’s word of mouth brought a lot more business in. Just one interaction caused an explosion in revenue!

But how? The staff fell back on their systems to resolve the problem. Those systems were meticulously documented using Action Flow Charts. Therefore, everyone knew the chain of command. Everyone in the shop wrote down their tasks, so going back in time to find out what when wrong was easy.

More applications

Moving on, Brian suggested a great way to ingrain Action Flow Charts into your staff’s culture. Do you hold weekly one on one meetings with each staff member? If not, then why not? When your meetings take place, you should add an Action Flow Chart review to your agenda. Pick one from your folder, and make sure your technician or service writer knows it front to back. When you do this, you will have a strong gauge on how knowledgeable they are.

Next, Brian showed an example of the ABS Brake Problem Initial Analysis form. When using this form, technicians will not miss any potential causes of the customer’s brake problems. The YNR group were well versed on the form, and found great success with them. They all use Action Flow Charts every day, and they teach it to their staff.

Ready For The Next Step? Book Your FREE Strategy Session!

Brian Gillis - You Net ResultsYour auto repair shop lacks direction. Maybe your business plan has stalled out? Not meeting your goals? You need an experienced automotive industry coach to help you. Then why not schedule a FREE business strategy session with You Net Results guide Brian Gillis? You’ve got nothing to lose, so sign up today!