Is Your Shop Running at Full Potential?

Answer 8 quick questions and get your free Shop Health Score.

Under 2 minutes
8 questions
Instant personalized results

Customer Communication

When a vehicle is ready for pickup, how do you notify the customer?

We call them manually — someone has to remember to do it. We send a manual text or email when we think of it. We have some automation but it's inconsistent. Calls, texts, and emails go out automatically — zero manual effort.

Repair Order Speed

How long does it take to write up a complete repair order — from check-in to invoice?

30+ minutes of paperwork per RO. 15–30 minutes with our current process. 10–15 minutes. Under 10 minutes — it's fully streamlined.

Parts & Inventory

How do you track parts and shop inventory?

We don't really track it — we wing it. Spreadsheet or paper list. We have a system but it's often out of date. Live inventory — we know what's on the shelf in real time.

Technician Productivity

How much time do your techs spend on non-wrench tasks — looking up history, waiting for job assignments, writing notes?

Several hours a day per tech. 1–2 hours a day per tech. 30–60 minutes a day per tech. Under 30 minutes — our workflow is tight.

Declined Services

What happens when a customer declines a recommended repair?

We note it on paper and rarely follow up. We try to call, but follow-through is inconsistent. We maintain a follow-up list and work through it. Follow-ups go out automatically and we track every conversion.

Financial Visibility

How quickly can you answer: "How much revenue did we collect this week?"

I'd need an hour or more to pull that together. I could get it in 15–30 minutes. A few minutes with our current system. It's on a live dashboard — I know instantly.

Customer & Vehicle History

When a returning customer calls, how fast can you pull their complete service history?

We dig through files — 5 minutes or more. 2–3 minutes to find their records. About a minute with our system. Instant — search by name, phone, or plate number.

Business Insights

Do you know which services, technicians, or time periods generate the most profit?

No — we're flying blind. We have a rough idea from experience. We run occasional reports, but it's manual. We have real-time reports and actively use the data.

0 /100

–

Area Breakdown

Where CSM Helps Most

Get Your Full Report

We'll email your score, breakdown, and personalized tips — no spam, ever.

Start Your Free Trial

Shop Health Scorecard