Playbook

Repair order No. 0003Shop playbook

Shop Playbook

Three short guides. General business practice, not legal or financial advice.

Pricing labor

  1. 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.
  2. 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.
  3. Review quarterly. Parts markup and labor rate drift. Raise rates a little and often, and explain the value: warranty, training, equipment.

Handling declined work

  1. Record why. Cost, timing or trust each need a different answer. Note it on the repair order.
  2. 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.
  3. 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

  1. Make the next visit easy. Before the customer leaves, say what is due next and book it if they want.
  2. Solve the ride problem. Compare a loaner with a ride home. A smooth drop-off is remembered.
  3. Keep the schedule honest. Use the bay planner to promise times you can keep, and call before a job slips.
  4. Explain in plain English. Customers are more likely to trust an estimate they understand.

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