3 GUIDES
Repair order No. 0003Shop playbook
Shop Playbook
Three short guides. General business practice, not legal or financial advice.
Pricing labor
- Start from cost. Add technician pay, taxes, benefits, rent, tools, insurance and software, then divide by the hours you can actually bill, not hours on the clock.
- Add the margin you want. Use the profit calculator and set a target margin. Check the effective hourly rate, since it exposes jobs that quote well but run long.
- Review quarterly. Parts markup and labor rate drift. Raise rates a little and often, and explain the value: warranty, training, equipment.
Handling declined work
- Record why. Cost, timing or trust each need a different answer. Note it on the repair order.
- Label by urgency. Safety items are explained clearly and never pressured. Soon items get a date to revisit. Can-wait items go on a reminder list. The estimate explainer drafts these labels, and the declined-work tracker keeps the list and the missed revenue.
- Follow up once, kindly. Send a short message 2 to 4 weeks later, or at the next service due. Offer a clear next step, no false urgency.
Raising customer retention
- Make the next visit easy. Before the customer leaves, say what is due next and book it if they want.
- Solve the ride problem. Compare a loaner with a ride home. A smooth drop-off is remembered.
- Keep the schedule honest. Use the bay planner to promise times you can keep, and call before a job slips.
- Explain in plain English. Customers are more likely to trust an estimate they understand.