Do you know when to write an auto repair estimate? Brian and the YNR group talk about identifying the “one thing” – i.e. the first major item of concern on a vehicle – and alerting the customer to it. Then what? We go through a quick scenario with reassuring a price shopper that we will get the job done quickly and affordably. It’s not about money, it’s about their safety. Get the customer on their way via your shuttle, and give the rest of the vehicle a thorough inspection. Then and only then is when to write an auto repair estimate.

Auto Repair Estimate Writing for customers by Service AdvisorsAuto Repair Estimate Writing – When And How

Brian starts the conversation by reminding us not to rush into repairs before talking with our customers. Remember, the customer will tell us everything we need to know, and often will ask questions to steer us in the right direction.

Eric chimes in to walk us through his process of finding “one thing” during initial inspection that customers need to know about. Then, the Service Advisor will walk the customer back to their vehicle to explain the issue. After that, just listen to the customer. When they let you know their concerns about cost or time, let them know you can get right to work on the repair and provide them a shuttle to work. Make sure the conversation thoroughly addresses vehicle safety. You have yet to completely inspect the vehicle, so assure them you will call them shortly to let them know if there are any other concerns. You should only provide an auto repair estimate after reading the customer their vehicle’s inspection results.

Brian wraps up by remind us that both front and back of house staff should understand the “one thing” concept. Make sure you clearly mark what it is on your repair orders, so everyone knows.

Learn More – Book Your FREE Strategy Session

Does your auto repair shop lack direction? Perhaps your business plan has stalled out. You need an experienced automotive industry coach to help you. Then why not schedule a FREE business strategy session with YNR guide Brian Gillis? You’ve 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!