Auto Repair Work Order Template
If you’re an auto mechanic or running a car repair shop, the auto repair work order template can help you quickly and efficiently accept and process order requests from your customers. Instead of taking orders over the phone or going through the necessary repairs as you examine the car with the customer, use 123FormBuilder’s automotive work order template and our invoice template to create a clear, concise, and accurate interaction between the mechanic and the customer. Build it in just a few clicks and surprise your customers with top-notch auto repair service.
What is an Auto Repair Work Order Template Used For?
The automotive work order template is perfect for any car shop, auto repair shop, or auto center that offers repair and maintenance services. By sharing it with your staff and your customers, you get a thorough vehicle job description that helps you quickly assess: the amount of work to be done and the cost of the repair work. You can also generate a service invoice that clearly describes the entire repair order and lists the prices of each service, together with the total amount. It will positively impact your business operations and your customer relationship.
An auto repair work order can be used for a wide range of automotive services, such as:
- Oil change
- Tire repairs or changes
- Battery replacement
- Brake work
- Windshield wipers
- A/C and heating system
- Transmission rebuilding, repair, and service
- Routine maintenance
- Wheel balance and rotation
- Electrical issues
- Antifreeze/ coolant system service
- Collision repairs
Key Elements of Auto Repair Work Order Template
The automotive repair work order template needs to be as comprehensive as possible to ensure a successful repair process. Customer requests vary (the type and complexity of the repair orders), so the work order form has to offer a detailed description of the job. That will show both the company and the customers a complete overview of the order, so no particulars are overlooked.
Here are a couple of elements the auto repair work order forms should include:
- Client contact information
- A description of the car (car model, year, previous repair works, mileage, etc.)
- Type of repair
- Specific details
- Date of the request
- The urgency of the request
- Price estimate (if applicable) or total amount (including tax)
- Terms and conditions
- The customer’s and the mechanic’s signatures
How you structure your automotive work order template depends on your internal processes and how you’re organized internally. Nevertheless, you’ll find that these elements will keep your data accurate and streamline the way to take on customer requests, and prioritize and invoice them.
Benefits of Creating Auto Repair Forms with Form Builder
With so much work to get done, the last thing you need in your daily business is to deal with piles of paperwork that inevitably leads to inaccurate data, lost documents, and lots of time spent sorting them out. With auto repair forms, you access a quick and efficient way to process customer requests and invoice the repair work you’ve done. They’re easy to build with 123FormBuilder and friendly with many other digital tools and platforms. Let’s look at the main benefits of creating auto repair forms with 123FormBuilder.
Customize Service Invoice Templates
You can easily customize any invoice template or auto repair form template from 123FormBuilder’s gallery. Every vehicle repair shop is different, so you have the freedom to style the form template to address your specific needs. All you need is a 123FormBuilder account, and you can start building your automotive work order template in just a few clicks. Use the drag and drop editor to arrange your fields, add your logo, set up rules (with question branching), and start collecting data! Add an electronic signature field and have your customers and employees sign the order form or the invoice.
Download the submissions as documents in CSV or PDF format and generate two copies or more so you can send one to your customer. Connect the form to a third-party email marketing provider such as Mailchimp to create an autoresponder and notify customers via email (and even send a copy of their repair order and invoice). You can even collect payments in your form by integrating with payment gateways such as PayPal, Square, or Stripe and automatically generate invoices with tools such as Freshbooks. Publish the form online by embedding it on your website, sending it via email, or messaging apps. Customers can fill it out on their phones from anywhere.
Safely Collect & Manage Data
As you strive to offer your customers a great experience and excellent service, you want them to perceive you as a trustworthy service provider. Safely collect and manage customers’ personal and contact information with 123FormBuilder’s auto repair secure forms.
We protect all the data that travels through our forms through our strong security measures that cover 256-bit AES encryption, user multi-factor authentication, robust password policy, data residency in the US and Europe, Single Sign-On, and many more.
Optimize Auto Repair Admin Processes
While some months get busier than others, having a well-set auto repair admin process is key to better productivity, less chaos, more satisfied customers, and happier employees. The auto repair order template can help you streamline some of your internal operations. You’ll receive fewer spontaneous visits to your repair garage. You’ll be able to plan the necessary materials better and schedule the work of every auto mechanic on your team.
Instead of relying on Microsoft Word documents that need constant adjustments, use the auto repair order forms to accept requests automatically, generate invoices, and even give step-by-step instructions to your team. You’ll quickly learn how much time you save by customizing a prebuilt invoice template and then sharing the final form with your customer online.
Auto Repair Work Order Template FAQs
How to Create an Auto Repair Invoice?
First, grab a service invoice template from 123FormBuilder’s gallery after you create an account. Next, customize the invoice template to fit your needs. Add or remove any fields that will help you collect relevant information to process repair work orders efficiently. Use the drag and drop editor to style the form and put your brand’s touch on it. Afterward, share the form with your community on any digital platform: website, Social Media, email, messaging apps, etc. Finally, start collecting data such as the customer’s contact information (name, email address, phone number, etc.), business name (if applicable), car details, any documents with previous repair work history, payment method, the total amount to be paid (including tax), signatures, etc. If you’re using Salesforce, you can collect payments right into your Salesforce forms with online payment providers such as PayPal, Stripe, or Authorize Net.
When Should You Send An Auto Repair Invoice?
In most cases, you’ll send the auto repair service invoice after your technicians have completed the repairs. You can easily create and download it from your 123Formbuilder account and send it digitally to your customers. In some states, it’s required that you provide estimates of the repair orders before your technicians start the work.