Ep 90 - Aniz Lavji | This Shop Owner Saw 50% Growth!?
Now playing — Confessions of a Shop Owner
About this episode
Keep shop management, payments, marketing (all the things) all in one place with Tekmetric. It will CHANGE YOUR LIFE. Click HERETurnkey Marketing has made my…
Key takeaways
- —Loaner vehicles should be managed effectively to avoid long-term customer dissatisfaction.
- —AI is revolutionizing shop management by streamlining processes and improving efficiency.
- —Building a strong community and culture within a shop can lead to better customer service and employee satisfaction.
- —Investing in training and networking events can significantly enhance business operations.
- —Effective delegation is crucial for shop owners to maintain a healthy work-life balance.
Frequently asked
- How can AI improve shop management?
- AI can automate tasks such as creating work orders and analyzing data to identify missed opportunities, making shop management more efficient.
- What are the benefits of attending trade shows?
- Trade shows provide valuable networking opportunities, access to training, and insights into industry trends that can help shop owners improve their businesses.
- How can shop owners balance work and family life?
- Shop owners can achieve a better work-life balance by delegating responsibilities and investing in reliable staff to manage day-to-day operations.
▸Full transcript
The loaner vehicles are there for people that need it for a day or two, right? If they have an issue that's gonna take 3 months to get parts, they need to find a solution for their automotive needs. They can't have my car for 3 months. Are you kidding me? I shouldn't be in charge of tracking the loaner car aging, but I am responsible for making sure that the people who that gets delegated to are doing the job.
The following program features a bunch of doofuses talking about the automotive aftermarket. The stuff we or our guests may say do not necessarily reflect the beliefs of our peers, our sponsors, or any other associations we may have. There may be some spicy language in this show, so if you get your feelings hurt easily, you should probably just move along. So without further ado, here's your host, Mike Allen, with Confessions of a Shop Owner, presented by TechMetric, the best software ever invented for any purpose ever.
TechMetric. We met in September at ASTA Expo. 2025, and now we're at Vision 2026. And I know that you're, I think, coming to Tectonic. Uh, ASTA Expo was your first ever trade show, right? That was the first one ever. And yeah, I would say that that really changed my life. I remember that halfway through it you were kind of stressed because it was the first time you've been away from wife and kids.
Since you had kids, I think is my understanding. I got 3. And there was, uh, there's stress leaving a single parent back at the house with 3 kids, little kids. 100%. Like, just a second ago, talk to my wife and I'm like, how's everything going? Just want to make sure you're okay, you don't have any papers waiting for me when I get back.
Was she upset about you coming to this, or she see the changes? She's 100% supportive of it. It's, it's more of, you know, it's not easy, right? A single parent being with 3 kids, and I have a 6-year-old, a 2-year-old, and an 8-year-old. I don't know why I did that order, but anyway, that is an interesting order. Not the order you would expect.
No, I would have started with— it was an order of your favorite to least favorite. Is that what that was? 6-year-old would have been the middle. He's the— he's a little bit of a troublemaker. I love them all, but, uh, But no, it's just not easy for one single parent to handle 3. So she ended up taking them to Niagara Falls for 4 days.
So she rented an Airbnb there and— You should tell her to swing by and check in on Wilco Automotive. It's not far from Niagara, I don't think, right? I don't know if she's going to make that trip because right now she's in survivor mode and she's taken them to Bird Kingdom. So she's passed some time there. I've always heard that the Canadian side of Niagara is way nicer.
Yeah, so is that the side they're staying on, or are they on the dirty American side? No, no, we're on the clean American— clean Canadian side. Okay, copy. All right, you're afraid you might get detained if you come across? I don't know, like, it depends on which way the, the wind blows, right? Didn't they just, uh, so it is, uh, Friday, March 6th.
I think they just fired the DHS lady, Noem. Today, I think. So we probably shouldn't talk politics. Yeah, it depends on what's— what side of the bed, uh, that Hunter rolled on. But yeah, let's definitely not get too much. He seems like he would be a very hard man to work for long term. I don't think he's got a very, uh— he's got a really high turnover rate.
Yeah, he's got more of a turnover rate than some shops do have techs. So yeah, well, I actually, um, I just got my DTF t-shirt. Oh yeah. Down to fix your staffing problems. It's down to fix your— Yeah. Oh, okay. Yeah, from Promotive. They're down to fix your staffing issues. I thought that was pretty funny. I like that. So I went and got a t-shirt.
So I was actually talking to Lisa just yesterday and she was saying, yeah, so there's a t-shirt that's a DTF on it. And then the chat just went kind of silent and I'm like, I'm just waiting for her to actually spell out what it is. Did Lisa Coyle just hit on me? That's weird. She's awesome, by the way. She is. And I actually learned about her through some Confessions podcast.
I don't know, like some highly questionable podcast. Yeah, some very, very highly questionable. You know, obviously it works because that's how I found out about Promoter. Yeah, and, um, I've been chatting with her for a while. She's awesome, by the way. Well, when you see her today, tell her that you found out about her through the podcast. I did. Perfect, perfect. But, uh, but yeah, no, she's, uh, been talking with her and yeah, she mentioned that and I was like, okay, I'm looking forward to seeing this t-shirt.
Well, um, so when did you get into town? I just got here today, so I was, I was delayed a little bit. So I flew in Wednesday night. Okay. And, uh, from Canada. And by the time I reached town with all the delays, it was about 10 o'clock I landed, got my ride here, it was 11 o'clock, and then I was Up at 6 in the morning, ready to go.
Oh yeah. I want to talk about the class you took yesterday because you told me a little bit about it. And then I just interviewed Seth Dawson and Keith Perkins. And I'm going to be honest with you, when we sat down, they both serve on the board of NASDEF. And I was like, well, probably going to talk NASDEF. We're probably going to talk right to repair and information access and all that kind of stuff.
We didn't. We talked about AI and about how it's going to revolutionize everything. Tell me about that class. So I'll start off with Seth, if you're watching this, you did— Seth does not watch my stuff. I hope he watches this because he did one hell of a job. He taught an amazing class. I ended up like, we were supposed to actually before the class started sign up for the pro or the paid version of ChatGPT, and obviously I procrastinated.
So I did that in class and he was teaching us how to, how to do things that I didn't think was possible. I knew AI was wild, but he's basically got AI in the background with an agent. I figured out what an agent is and he's like, yeah, you can just go in there and have a Tekmetric make a work order. I'm like, get the fuck outta here.
No. So he said, okay, do this command, blah, blah, blah. And, and I had obviously I have Tekmetric logged in because I'm working 29 hours a day. Hey there, I'm gonna tell you about something that has completely transformed how I run my shop, TechMetric. As a 20-year shop owner, outdated systems used to slow us down. Everything was clunky from check-in to estimate building to customer updates.
It all felt just super inefficient. Switching to TechMetric has changed everything. With TechMetric, you get a powerful shop management system that includes DVI, quick and easy estimate building, inventory management, real-time reporting, amazing customer communication, and it's really easy for your employees to learn how to use the software. I'm talking like a 1-day learning curve. On top of that, TechMetric has tons of other tools to make you an even better operator.
Stuff like integrated payments with buy now, pay later options is a huge asset. Ask me how I know. And recently they've added a CRM component with their partnership with ShopGenie, which I'm a happy ShopGenie customer already, so I'm super excited about that. Obviously there are a lot of factors at play here, but I want to give you some facts about my business since I made the change to Tekmetric.
In September of 2020, when I switched to Tekmetric, my ARO was $293. In September of 2024, we were $916. That's over 300% growth. Now, I'm not saying that Tekmetric created all of that change, but I'm 100% saying that I couldn't have come this far without Tekmetric. It's a key factor in our growth and success. If you're ready to level up your shop, Tekmetric has everything you need— productivity, Revenue, customer experience.
Measure up by every measure with Techmetric. Tap the link in the show notes to learn more. Hey guys, Kari Lynn with Turnkey Marketing. If you are looking to increase cars and you're looking for the right demographic to go after, you want to get the right people who need auto repair right now, then give us a call. We have a service called Direct Track and it utilizes AI to find people in your area who are the great demographic that you want to go after, have raised their hand and opted in saying, I need auto repair help right now.
We send them an email. As soon as they open the email, we then get their physical address, follow it up with commercial ads on all their streaming services like Hulu and YouTube and ESPN, Fox News, all those different things. And then we also get their physical address and we start sending banner ads and display ads to every single device in that house.
It has been incredibly effective. It has made shops seem like they're everywhere to those people who need repairs right then. And I mean, I'm telling you guys, the return on investment has been huge. So if you want to increase car count, you want to get great people in the door, give us a call or reach out to us and ask us about Direct Track Marketing.
That's what we do. And it logs in, it starts making a work order. I'm like, yeah, this is too much. And then he's saying you can even go in there and have it compare your November to last November and find missed opportunities. I'm like, okay, this is just too much. Okay, I'm done right now. But that was a great class. Listening to him and Keith talk about the ways that they're using it in their businesses and the tools that they've built out, um, and the evolution of those tools over time, it's pretty freaking interesting.
I mean, um, I decided he's coming to North Carolina, so I mean, if you're listening to this and, and you want to go sit in on that class, it's going to be happening in North Carolina soon. I'm not sure what date because I got to get with his scheduler because he's so important that he doesn't manage his own calendar. But he'll be teaching that class in North Carolina sometime soon.
And when I know the details, I'll put it out there so that you can come to that. But I mean, it's changing the world, bro. It's changing the world fast. And the limiting factor for folks like you and me is that we don't realize how powerful it is because it can do whatever your imagination and your willingness to learn how to prompt it, right?
Prompting is going to be the skill. You give— if you have enough time to focus on the prompts and everything, that's where it all is. If you— it's only as good as what you feed it, right? So if you're feeding it bad information and bad prompts, you're going to get crap. Yeah, crap in, crap out. So, um, well, cool. Uh, was that— so that was 4 hours of yesterday.
What other class did you take yesterday? Oh man, So, uh, put me on the spot here. It was yesterday. Okay, don't say it now because obviously it was a mediocre class and we don't want to shame whomever it was. Oh no, it was a great class, but I'm, I'm still jet lagged. You're fried. Yeah, I— it will come back to me. I'll bring it back up.
But, uh, today I took, uh, an awesome class. Uh, you may, uh, there's a guy, he's got a beard, uh, Josh Parnell. Josh Parnell. Yeah. Yeah, I took his class, uh, bright and early this morning, and, uh, honestly, I was, I was so glad to take it because I missed North Carolina when he did that Frog Pond. It was 2 weeks ago.
Yeah, and I was trying to make it work, wasn't happening. I had major FOMO, as he would say. Every time I'd see a video posted, I'd see Benji doing his speech, I'm just like, I could have been sitting right there, dude. Benji has I mean, he's in a community. It's not a town. He's in a community. I don't think there's a stoplight.
There might be a stoplight going across Highway 24, which is the little road a couple miles away. Um, it's— from my business perspective, it's in the middle of nowhere. And he has built a business in that community where they are the heart of that community. If somebody in town has a problem, not necessarily car-related, they just have a problem. Generally, the goats got out, they call, he'll figure it out.
Yeah, I mean, uh, you know, the, um, I think they were talking about there's, there's an elderly woman who's on oxygen, and when the power goes out, they know that they stop what they're doing and they go immediately to her house to get backup power running so that her oxygen generator keeps going. It's got nothing to do with fixing cars. It's got to do with taking care of people, right?
The culture in that business is amazing. I mean, that's— I mean, he could teach a class himself just at ASCA and just call it Culture with Benji. I think he's too— I think he's too humble for that. I think he— I mean, like, all those dudes are bought into it, and that whole family is awesome. I mean, his kids are awesome. You know, his daughter's been doing his marketing forever, and I think she just married and is following her husband to Texas.
So it's probably gonna— they're probably gonna have some, some heartbreak from, from that. But their son is awesome and taking more and more leadership there. I think Benji is effectively not involved in day-to-day operations anymore. So, and that's a role model business if you, if you have a desire for a single location, community-focused business, they're a role model for that for sure.
And they're bringing in world-leading trainers multiple times a year and inviting shops from anywhere in the country to come down and visit and hang out. I got the pleasure of meeting him last year and I had a good conversation with him. And again, going back to ASCA, my first time going, I'm this random guy that comes in from Canada. I was one of I think 3 people total— me, Jeff, and I think there's one more guy.
He may not have been Canadian, I don't know. Canadian-ish. He never said eh once. Highly suspect. Maybe a spy. I kind of disqualified. Maybe a spy. Yeah, definitely a spy. Um, I will say— oh, you would like to know that, uh, this week I put the tail light, the brake light bulb, in the Miata. Oh, so, uh, should have brought that car.
You could have driven it all the way here. Oh, I don't know, too many hecklers. I mean, I would have had too many women, you know, just kind of trying to hop in the car with me. I mean, that's— I mean, that would have been a whole nother podcast. It's a sex machine. So no, yesterday, so it's like 75 and beautiful in North Carolina right now.
So I, I'd had it in storage at one of the shops actually, because I've got some non-usable space at one of the shops. So I've had it in storage for the winter, um, and I took it out this week. And so yesterday I wanted to take one of my advisors to lunch and he's, I don't know, 6'2", 300 pounds. And I was like, hey man, we were going to go get sushi.
I said, do you want to meet me there? I'm in the Miata top down. Are you going to be a fat guy in a little car, right? Yeah. He said, no, I want to be Brian Pollock 2.0. And so I pulled up in front of the shop. You have the video, right, of this? No. I did take a picture of the car out again.
Um, I pulled up in front of the shop and he was like, hey, sun's out, guns out, can I take my shirt off for this? And I was like, yes. I was like, I was like, I appreciate the commitment to the bit, but a man's got to know his limits. That would have been gold. It would have been something. It would have been something.
Um, no, but it's a fun little car to drive and It's Miata season again. So you know what Miata actually stands for, right? No. Miata is always the answer. That's what Miata stands for. So did you make that up or was that— No, there's a whole subculture of Miata guys. Yeah, whatever. Say guys because I don't know that there are many chicks that think Miatas are cool.
It's mostly a middle-aged guy thing. Are you part of the North Carolina Miata Club? I am not. I probably should be. Or are you starting a missed opportunity? Oh no, there's absolutely— I guarantee you there's a North Carolina Miata Club. But there's going to be a bunch of guys with the shirts off driving Miatas around, basically. You know what, it's, it's just hard to deny animal magnetism sometimes.
So anyone driving Miata, I mean, that's a whole other level. All right, so you came to North Carolina for ACA Expo. Um, you bought into the idea of coming to training and networking events. Would you say that it's changed your business or your perspective on the business? 100%, yeah. Like, before I even went to that, uh, we were using QuickBooks for our shop management system.
Oh gosh, yeah, that's cumbersome. I mean, we're basically using a software that you can sell flower pots with. Yeah. Okay, so we went from a Stone Age to holy shit, what did I just sign up for? The most amazing automotive management platform in the world. All right, universe, dare I say galaxy. Anyway, beyond. So clearly you signed up with TechMetric. Yeah, yeah.
Okay, I would never touch anything else. Copy. Um, but, uh, but yeah, that once we got that software, it was— oh, okay. Oh This is what everyone's talking about. And, you know, we've got our matrix going, we got parts in order from PartsTech and NextPart. Everything's just flowing. And we went through— yeah, I got it in June, and by the end of the year, I'm like, holy crap, what the hell have I been doing for so many years?
And now, you know, from January 1st till now, like, we're using it completely. And yeah, I mean, I, I definitely see the business is I have a feeling this year we're gonna go up 50% sales. 50%. Wow. Wow. That's— I mean, that's, that's life-changing, right? It's life-changing for me. That's why your wife's cool with you coming to more shows, like, oh wait, we're making a lot more money now.
So, so she's— you know what, she's honestly the best. Uh, I'm, I'm very blessed that she's even letting me come here today for 4 days and she's taking on 3 kids and I'm going to Tectonic. Hopefully, uh, may have to hire a nanny or something just to give her some help. But, uh, what's up guys? So if you know me at all, you know that I think I'm pretty awesome at everything, right?
But the reality is I get so busy that a lot of things fall by the wayside. And one of the things that I've always really enjoyed is actually the process of hiring and recruiting. But as the business grew and as the podcast has grown, I just don't have time to react quickly like you have to be competitive in the recruiting market that we have right now.
That's why I've partnered with Promotive. I've used their full-service recruiting process also to great effect for technicians that were like immediate culture fits. That was awesome and useful. But what I'm really excited about is their new tool, Page. If somebody applies to one of my job listings, Page contacts them immediately and has an interview with them. By the time I get the information, I already know if they're worth the time and effort to jump on that applicant quickly or not.
It's saved me a ton of time with bad applicants. It's prepped me really well for good applicants. It's just a super effective, super useful, super efficient tool to help me stay on top of my hiring and staffing needs. If you want to learn more about their full-service recruiting process or about their new tool Page, go to info.gopromotive.com/confessions or scan the QR code below.
Okay, you might have heard me talking about it already, but if you haven't, listen up. Saturday, June 13th, I'm hosting an AI core course in Raleigh, North Carolina. And by I, what I really mean is I'm flying Seth Thorson down to teach a full-day class about how to build your own AI agents and use them in your business. Now, the details are this: if you early sign up between now and May 17th, the ticket's only $899.
This is a full-day course on building your own AI agents. If you wait until after May 17th, then the ticket's going to go up to $1,299. So sign up soon. There's a limited number of seats. You can tap the link in the show notes to learn more, or you can scan the QR code on your screen. At Elite Worldwide, we exist for one reason: to help shop owners build better businesses and better lives.
We believe that you can run a profitable shop without burning yourself out, sacrificing your family, or feeling stuck in survival mode. Everything we do is about clarity, leadership, and execution so you can work on your business, not just in it. That's what Elite Worldwide is all about. I've got that, and, you know, ASTA is kind of like a non-negotiable Like, I have to be at ASTA one way or the other somehow.
Special place in the heart. Oh, that's where— that's where it all began. Like I was saying, I, I came to town alone. I didn't know anybody. I knew you from messaging on Facebook, and I knew Jeff from listening to his podcast, and Lucas listening, and everyone really welcomed me in, and I felt like part of the family by the time I left.
Like, I was sad to leave because, well, I'm not gonna see these guys for maybe a year, and then here we are less It's a year later and we're sitting down. Well, and you, I think, got bit by the bug also, and I think you talk in front of a camera every now and then too, right? I do. Tell me about that.
So I ended up starting a podcast because I've got so much time on my hands and all your free time, right? Just like you. Um, so I started a podcast and, uh, we're about 13— I'd say 13 episodes in right now, and it's been great. Uh, what's the name? Oh, I wasn't sure it was a shout out. It's the Shop and Tread Talk podcast.
Okay, so we're on Spotify, Apple, uh, we've got all the videos on YouTube as well. Okay, and Shop and or Shop In? The Shop and Tread Talk podcast. Okay, copy, got it. So it's been nice, we've had a lot of fun. I'm with my buddy Frank who has a shop, he's a shop owner and a licensed mechanic. Okay, so both of us were on the— what is this licensure for being a mechanic?
What is that about? Well, in Ontario— oh yeah, so here is basically how does it work if you want to be like in your area? In North Carolina, if you want to be a mechanic, all you have to do is tell people you're a mechanic. You can tie your shoes. Yeah, I am a mechanic. I know, and that's why your, uh, your tail light took, uh, almost a year to Well, look, look, it was not on the road for a significant portion, and it became part of the Miata canon also, was that it had a brake light out.
And but I'll never forget being— you being heckled in the car, and I'm like, Mike, why don't you just leave me alone? All right, so, so listeners, the Miata thing is part of the shtick of the podcast, right? And so it was a whole deal that Brian Pollock, my co-host who's not here at Vision this year, and I were riding around in the Miata because he's like 6'5", 350 or whatever he is, right?
He's a fucking Sasquatch. Yeah, 190, chiseled, chiseled man meat. But so we did a thing that the podcast rented out a go-kart track and it was like, hey, listeners, come, let's go race the go-kart track, right? And I, there was a group chat on the podcast going, it was like, who needs a ride? You know, we're taking an Uber, we're taking a cab, whatever else.
And I was like, well, I got space for one. And you answered. Yeah, right. And so we'd never met at that point. We just talked online. So I pulled up in front of the hotel, you hopped in. Hey, good to meet you. Good to meet you. And we're driving through downtown Raleigh and we're a block and a half from the hotel and a bunch of people start heckling, hey, nice Miata, you got a brake light out.
Anybody you know can fix And what Anis didn't realize was that these were all people that were at the expo that I knew that were in on the shtick of the podcast, right? He just thought that North Carolina was full of raging assholes. I was like, what the fuck is he doing? Let him drive his Miata, he's happy. Just let me seek my inner joy, okay?
But so then an hour and a half later, we're at the bar at this go-kart track and he's like, oh, that's the guy that heckled you. You earlier. Oh, now it all comes together. Yeah, they were just giving me shoes. Oh man. Anyway, it was a good time. Um, so like, are you like— what's your format? Is it very business focused? Is it kind of casual?
What are you shooting for? Trying to keep it really casual. Like, I'll be, I'll be quite honest, I don't really do any editing on the video. I don't really do much editing on even on the audio as well because I just want to keep it's so raw. I don't want it to feel like, oh, you know, I edited this out, edited this out.
We just really go with the flow and we don't have a huge script. Obviously we wanna, whoever we're interviewing, we wanna get the information, hear their story and everything, but just try to keep it really fun. And it's like a mini therapy session for free. You know, Josh Coombs, did you meet him down there? Yeah. So I took a class with him actually last year.
So Joshua Coombs has a shop, All OK Auto Repair, in Fayetteville, North Carolina, um, and he started a YouTube channel that's, um, Auto Shop Therapy something. But if you, if you find Josh on Facebook or if you Auto Shop Therapy search that on, you'll find him. But it's just like a 20-minute daily journal about the shit that's happening at his shop— good, bad, and different.
What customers did he have? What problems What problem cars did he have? What employee issues did he have? His wife is his service advisor. He talks about that. You saw his shirt last year, right? Which one was that? Oh, I'm sleeping with my service advisor. Yeah. And she had one that said, I'm sleeping with my boss, right? So yeah, that was pretty funny.
But he's a good dude and he's just kind of living life out there in the open. No filter, no— and I think it's really refreshing and I hope that he gets some traction from that and some validation because he's sharing a lot of the struggles that— sharing his truth. Yeah, right. Yeah, for sure. All right. So what does 2026 look like for— wait, wait, wait, wait.
We are 24 minutes in. I have not introduced you. Oh, that's okay. Anis, introduce yourself. My name is Anis and I am from Waterloo, Ontario, Canada. Yes, we have free health care. What's your tax rate? Too much. That's okay. I have a 5-bay shop out there. We've been in business, uh, I've been in business since 2006, and we've been running the automotive shop for about 15 years.
Okay. Before that, I had a car dealership where we were just focusing on cars, and then we got busy with tires, and then cars just kind of like a side hustle now. But you do a lot of tires, right? We do quite a few tires. In November, we had one of our greatest months ever thanks to TechMetric, which really helped us stay organized, and we had 454 cars come through in one month.
Wow. And I wrote all the service. You wrote 454 tickets in a month? 54 in a month. And at the same time, we were— when I was not on the phone writing service, we were down a guy in the garage. So you're busting tires too? So I ran in, I was busting tires at the same time, pulling cars out, bringing them in, giving the customers, checking them out, and then back and forth.
But whatever I had to do to take care of the customer. So what you're saying is in November you slept really well? Sleep? Oh, Like when— no, I, I, I banked a lot of my hours I was supposed to sleep, and I'm still banking. So I'm planning in 2027 to actually fulfill those hours and actually sleep. So what's the goal for this year?
This year I'm in the process of hiring a service advisor because, uh, I want to stay married. It's reasonable. I want to actually take some time off and not, uh, not be working in the business as much. I want to run the business more. So I'm in the process of hiring a service advisor. Hopefully that goes well soon. And, uh, yeah, just grow.
So, um, are you prepared to deal with the emotional impact of not having your hands on every ticket? Yes. Okay. I'm fine with it because I do want to spend more time at home, more time with my kids and family. You know, I've, I've been— are your customers going to come in and ask for you by name and not want to deal with whoever you hire?
Well, by that time I'm going to have an AI agent anyways. Oh yeah, yeah, like I'll just have a video screen behind me with the, with the camera and— yeah, you're just going to have an AI model of you. And you know, I'll just get that thing from China that's got the, you know, they got the spinning things on it and It's like an AI 3D thing.
Perfect. Perfect. Like I'm right there. Yeah. And I'll just, all the input in there, I'll just put any advice I've gotten from you, put that in there. I'm not sure that advice from me is the way to go, depending upon your business model. I don't know. If you listen to people on the internet, they're gonna tell you that I'm the best. Of course.
And they're right. No. So that is part of what we talked about earlier, and part of what we discussed earlier is, is AI coming for your job, right? And, um, I think it's going to be taking a very big portion of people's jobs. I don't think it's going to be able to do the job completely because at the end of the day, people still want the human element.
Like, I want to come into your shop and, you know, Mike's going to be there to greet me and tell me that everything's be fine. Your car will be ready by this time. If it's not, you can take one of my loaners, but make sure it's— if it's gonna be the Camry, I want it back this year. Yeah. Did you know what I was talking about this week?
Oh my God, no, but I, I just— every— anytime I see a Camry now that looks similar to what you had I remember the story of your Camry that was out for— I have one that just came back today that was out for 84 days with the same customer, which is— I guess by today it was 85 because yesterday it was 84 when I was losing my mind over it.
It's like, hi, GP Dollaz on that job, hopefully. No, that's it. When they've had one of our assets for that long, I mean, it just erodes. I mean, because it's the, it's the opportunity cost, right? That the loaner vehicles are there for people that need it for a day or two, right? If they have an issue that's going to take 3 months to get parts, they need to find a solution for their automotive needs.
They can't have my car for 3 months. Are you kidding me? So that was a failure of leadership on my part to evolve— to not evolve, to, uh, you know, keep an eye on that. And one of the things that Josh talked about two weeks ago was that if I'm going to effectively lead a business that is growing beyond the capacity for me to have my hand on every car, uh, you know, I think Like Josh has always got like catchphrases and quotes and shit like that.
Um, it was, uh, you should be responsible— you should be in charge of nothing but responsible for everything. And I've been really bad at that. So I shouldn't be in charge of tracking the loaner car aging and who gets them and making sure that we enforce our loaner car policies. But I am responsible for, uh, making sure that the people who that gets delegated to are doing the job.
So only your business is only as good as your team members. I think that's— yeah, that's the case for sure. So, and sometimes, like you were saying, can you imagine a Chick-fil-A with a bunch of assholes on the drive-through? It just doesn't work. Do you have— do you have Chick-fil-A? And where you have one which is 10 minutes from our which is very dangerous.
It is the Lord's preferred chicken. On Sundays. Well, the Lord doesn't eat on Sundays. That's why they're closed. Yeah. In Canada they do. Are they open on Sunday? Okay. I was like, wait a minute. Blasphemy. There's no reason for you to open a shop on Canada. No, Sundays the Lord wants you to go to Popeyes. And so that's what we do. It's not the same.
It's good. It's just a different kind of good. Yeah, so you don't have Bojangles though. So when you come to ASTA, we'll go to a Bojangles and get— that's the third chicken. This is the third chicken. So the first tier is Chick-fil-A, then it goes to Popeyes, and then it's Bojangles. Yeah. Dare I say, what's four? Do you need four in your life?
I don't know. Now I'm curious. I feel like I mean, I guess you could go like Raisin Cane's. Never heard of that. Yeah, it's an also-ran. Nobody remembers who finishes fourth in the Olympics. If you're not on the step, it doesn't matter. That's true. So that's true. Like, I mean, like, and the Olympic, uh, hockey championship game. But you know what? Yes, we lost.
But I'm actually a dual citizen, so I still won. Well, so I can't lose if U.S. and Canada are playing. Well, who was in the bronze medal match? Uh, huh? I don't watch. Oh yeah, exactly. Somebody got third, but nobody even knows who was fourth, right? I watched most of the Canada-U.S. game. That was an amazing game. So my kids did not cooperate when overtime happened.
Well, it's probably for the best that you missed the overtime, right? Yeah, so then, yeah, we're trying to get them to settle down and stop— turn the TV off. Thanks, kids. And before I knew it, turn the TV back on, I see the big USA flag. I'm like, turn it off, we're done, no problem, I know what happened. Well, I mean, like, the kid who got his teeth knocked out makes the winning shot in overtime.
It's storybook. But I'm here to tell you that the keeper on the US side should never pay for another beverage in his in his life. Uh, that was an incredible performance. Uh, so they deserved to win. I mean, I'll say it right here, they had a good game. The keeper kept us in it. So I mean, he, he had to be covered in bruises the next day.
Yeah. So anyway, not a hockey fan. I don't know how to speak intelligently to it. So that's the one thing that I could talk about. I'm all basketball. Okay. I can, I can talk basketball for hours. Pro or college? It's got to be pro. You're Canada. Yeah, I mean, we— Vince Carter, best Canadian basketball player ever. He's amazing. Also, he went to the University of North Carolina in Chapel Hill, where I'm from.
Yeah, so also not Canadian, but you know, he just played for the Raptors forever, right? So, um, no, I'm a big Tar Heel basketball fan. Uh, college basketball is where it's at for me. So I know I've seen you post a few— my obnoxious stuff. Well, I've, I've pulled back from it right now. I just post a link to www.diddukewin immediately after, because that's a website.
It just says yes or no, is all it says on the website, after every Duke men's basketball game. And anytime the Tar Heels beat Duke, I just post that link. You know, it's funny, it was a few weeks ago, I don't know who I was talking to, but they're saying, you know, you're, you're so into the automotive and you're going to these conferences conferences, and you're so heavy into it, like, you're always going to the States.
And I don't know, you know, what it means always, but the States, I've been twice, 3 times. I've been to one conference, this is the second one. Like, you should open up a shop in the States. And I'm like, look, there's only one place I'd open, it'd be North Carolina. It's a great market. And you know what the reason is? It's for you guys, because I can see the, the culture that you guys have in your shops.
And you guys care to a level where we don't see it on our end in Canada. I care, I have my own level of caring, but I don't see that very many shops— there's some in, in my area for sure, but when I was in North Carolina and talking to shop owners there, it's different, man. You know, we've had conversations trying to figure out why it's different like that, and I think I think that it's, you know, the association is Automotive Service and Tire Alliance right now, but it was the Independent Garage Association.
It was formed in the 1950s. It was an insurance agency originally because shop owners couldn't get insurance. Well, it was, uh, the show was ASTE, the Automotive Service and Technology Expo, and after the merger happened, it was ASTE Presented by ASTA. It was just too much alphabet soup. So it just became the ASTA Expo, right? But I think it is that we had for 70 years a trade association that brought training, management and leadership training into the area every year.
And it made a huge difference. And I think now that we're 3 generations deep in that. We're seeing that there's just a culture of one, not being, not hating your neighbor, right? Right before we started recording, I was saying that we started 2 or 3 minutes late because I ran into a couple of guys outside who, it's the shop foreman and the son of the owner of the shop that is literally immediately next to one of my shops.
Shops. Yeah. Um, and they were over at my shop at an ASTA event, social event, last month, uh, hanging out, drinking beer. I think we were playing poker, right? Um, and when I moved into that building, I went in, and there's actually— it's 3 shops in a row, 3 consecutive addresses. Uh, I went into both of them, and they're both IGO members, both former IGO board members.
And I was like, hey man, you cool if I go into that building? And they're like, yeah, sure. Hey man, you cool if I go into that building? And he said, the owner of the shop of those guys, he was like, if I lose any customers to you, it's my fault, not yours. Yeah, there's enough cars to— there's, there's more cars than there are shops to fix them.
Yeah, for sure, for sure. Works together. I mean, well, and, and it's cliché to say, but a rising tide lifts all boats, right? And if we can all be better together and we can all pay well and give good benefits and be a good working environment. You know, the shop foreman there worked for me. He moved up from Florida and worked for me for, I don't know, 2 or 3 years, and he quit to go somewhere else for more money and probably thought I was a dumbass, right?
Whatever. But he's found his happy home now where he is, and it's good, man. You know, you don't have to be adversarial No, because like you said, there's more cars than I can work on, there's more cars than you can work on. Let's just take care of people and take care of our people, be ethical, and, and shit just tends to work out, you know.
Like Josh says, service mindset, right? I mean, our job is to service the customer's vehicles, take care of them, and if we've done that by the end of the day, you've done your job. Yeah, for sure, for sure. What are you looking forward to for the rest of this show? Rest of the show, I've got, uh, I'm like looking forward to going through the expo and going through all the different stalls.
Give me flashbacks of ASTA, just seeing all the different stuff. This is bigger, this is bigger than ASTA. It's huge. Yeah, I walked— well, I actually walked through the expo kind of quickly because I wasn't sure exactly where this room was, so I did a quick Round 2, and I'm like, I am lost here. You know, I said, you know what, I say it's bigger than ASTA, but ASTA was huge last year.
Yeah, no, it's— I think it's about the same size as ASTA now. So ASTA has grown up to almost this size. This has always been way bigger. Yeah, way bigger than us. I have to look at it properly in comparison because I remember I have a picture, you know, at ASTA when you go up the escalators. Yeah, looking— I have a picture that's looking down and I'm thinking of that picture compared to this.
Well, so this year in 2026, the plan— and I'm no longer the board president. So you're rejigging this year? Thank you, Jesus. It's probably good for the association that I'm no longer the board president, but I think we're doubling the floor space this year. So we're actually going to have it. And if you think about the escalators, there's going to be two sets of escalators, one going on each side.
And there's going to be a restaurant in the back, and we're going to have the big central area with all the tables for dining and everything else. And all the meals will be on the trade show floor. And so I think that's going to be pretty cool. And that'll be big. No, I don't know. So we're doing the hospitality suite again. Of course.
Which is a good time. Confessions of a Shop Owner. That was pretty awesome last year, right? It was, it was awesome. Not pretty awesome. Yeah, it was awesome. So how do I, how do I bring the heat again this year? Um, I don't know. I've still got all the video games and most of the furniture. Uh, so I got the throne, that's key.
Have you sanitized everything or is it just gonna— No, I just left all the stains. Okay, I just left all the stains. Um, so we're gonna be in a different part of the hotel this year because that space that we were in, one, wasn't quite big enough. Yeah, you need a bigger space. Yeah, um, you did too good of a job last time, that's why.
Well, I mean, I think we were pushing up on fire code on the number of people that we had in there at points, so fire code, schmire code, whatever, not our problem. Yeah, um, so I'm pretty excited about how that's going to go this year, and I'll probably try to do the go-kart racing thing again because, um, way too much of my self-worth is wrapped up in my ability to drive rental go-karts quickly.
Um, are you, are you going to Andretti? You know, I had not signed up for it, but I was, I was just saying, I'm surprised you're not going because I think I'm gonna go buy a ticket right after we finish recording. Last time, like, you did really well. Well, and then I went to Elite's event in Arizona, uh, earlier this year, and Braxton destroyed you.
No, no, that was at Apex. That was— well, so Braxton didn't go to Elite's event, so we went to Techmetric, one of Techmetric's, uh, events at Apex, and it was, uh, it was at Speed Vegas. Yeah. And you get to drive your selection of supercars, right? Uh, with— that's what it was. Yeah. And, um, and he did get a better lap time than me.
How much better was it? I think he was like a half a second faster, which is pretty significant. Uh, yeah. You slept okay that night? No, I wept into my pillow until the sun came up, and then I went back to work. Yeah, so, but we did do an indoor go-karting event at the Elite event, and my coach that I do my coaching calls with, Matt Lofton, he's the director of coaching for Elite.
Uh, in a previous life, he was a race driver, and he got all the way up to the NASCAR Truck Series. So he's done like 200 miles of Talladega, you know, all that kind of stuff. Um, and I fucking crushed him. It was, ah, it's great. So you still talk about a little bit? Oh yeah, I live vicariously I like it. I'm like, I was never athletic enough to be the high school quarterback, but I'm like the 40-year-old guy who's like, I could have gone pro, but I blew my knee out.
Like, I could have, I could have raced Formula One if I just, you know, had more skill and talent and time and money. Because then at ASTA, there's some pretty major competition and shit talking going on during, uh, the go-karting. So yeah, if that's gonna happen again this year, it's gonna be nice. I think so. I think so. I do have, if you If you look at the episodes that I record at home right now, I've got the $9 trophy in the background on my desk behind me.
I got it from that. On your counter? Yeah. It's actually sitting on top of the counter. Is your counter— did your counter hit 30,000 yet? Well, we passed over 25,000 this week. With all your schmoozing over the next few days, you should easily hit 30. I mean, why stop there? I mean, half million I think would be good. Middle. Yeah, yeah. No, I, uh, it's crazy, man.
I mean, we were at, uh, like 10,000 in October, and to be at 25,000 now, I don't know what to make of it. But it must be all the rage bait. I think it is the rage bait, and I think it's, uh, I think it's Brian Pollock is really, really good at making funny cap cuts. That helps. Um, the funny thing about rage bait, that's all Braxton.
He just knows how to cut a clip to cut out all of the appropriate context and nuance and just make it easily misunderstood. Yes. And then, and then the, you know, whoever gets pissed off from it, they watch the whole episode, they're like, hey, I see what you did there. Well, they don't. It's like when you're like, hey, did you watch the episode?
They're like, I don't need to watch the episode. No, you're a dumbass. I was like I already know what you do. I watched the whole 9 seconds of the one hour. Yeah, yes, I am a dumbass, but not for that reason. So, so now I'm curious what 9 seconds of this episode, uh, Braxton's gonna put on. I think, I think mostly the part about me saying that he was good at something is the part that he'll cut out and choose to highlight.
So, uh, probably the part about where he beat me on a racetrack. 100%, that's gonna be on there. I let him win for his ego. So everyone's got to win. Cool. Well, dude, thanks for coming on, man. Thanks for having me. And what's the name of your podcast one more time? The Shop and Tread Talk Podcast. Find it on Spotify, Apple Podcasts, YouTube, or your player of choice.
Yes. Thank you. Thanks for having me. I'll see you at the expo. 100%. All right, guys. AI class. Learn how to use AI so that you can make it your bitch and you don't become its bitch. Saturday, June 13th, Seth Thorson's teaching a full-day class in Raleigh, North Carolina. Tap the link in the show notes or scan the QR code on your screen to learn more.
It's going to be awesome.
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ATTENTION: Shop Owners - Buy Back Your Time | Dan Thieken - Ep 24
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210 - Ask Cecil & Lucas The 5 C's of Effective Vehicle Diagnosis & Repair Documentation
210 - Ask Cecil & Lucas The 5 C's of Effective Vehicle Diagnosis & Repair Documentation July 1, 2026 - 00:59:46 Show Summary: Strong repair order documentation protects the customer the technician and the shop while improving efficiency and profitability. Cecil Bullard and Lucas Underwood explain the Five Cs of repair documentation and why every repair order should tell a complete story from the customer's concern to the final verification. They share real court cases shop experiences and practical examples that show how better documentation reduces liability improves communication and builds customer trust. They also discuss accountability shop culture and why consistent processes create better teams and better results. Host(s): Lucas Underwood, Shop Owner of L&N Performance Auto Repair and Changing the Industry Podcast Cecil Bullard, Founder of The Institute Show Highlights: [00:00:00] – Repair orders protect the customer the shop and the technician. [00:03:00] – Ask better questions to fully understand every customer concern. [00:07:12] – Confirm every complaint before diagnosis begins to prevent wasted time. [00:12:05] – Complete documentation can protect your shop during legal disputes. [00:18:28] – Use a two arrow diagnostic process to prove the true cause. [00:22:10] – Technicians should document the repair plan and final verification. [00:31:02] – Accountability and quality control keep repair order standards consistent. [00:36:08] – Leaders must follow shop processes before expecting employees to. [00:42:18] – Strong culture grows from systems training and customer focused communication. [00:53:05] – The Five Cs create better documentation stronger shops and happier customers. In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! 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My name is Lucas Underwood with the Changing the Industry podcast. I own an auto repair shop here in Blowing Rock, North Carolina, called L&M Performance Auto Repair. And today I am joined with one of the elite of the industry, Mr. Cecil Bullard. Cecil is the founder and chairman of the Institute in GEAR Group. And one of my very first classes on writing repair orders was with Cecil. And I'm just gonna tell you right here and right now, I know that we just think that fixing the car is about fixing the car, but when I took that class with Cecil, I really understood the importance of writing a repair order. Because not only is it a repair order that tells you what to fix and tells the consumer what's wrong with the car, but it's a repair order that it's a legally binding document, and it helps us explain and convey information to the client, but it also protects us. So Cecil, how you doing today, buddy? Cecil Bullard: I'm great, Lucas, as always. I'm doing fantastic. Lucas Underwood: Very good. Very good. So we're talking repair orders today. The s- the idea of it is the five Cs, but I think that we need to talk through the process of writing a repair order. So many of us show up at work every single day, and we jump in and we start working on cars, and we focus on fixing the car. But who writes the repair order, who does what part of the repair order, and what information is on the repair order is mission critical to the success of the shop. Because it impacts the close ratio, it impacts liability, right? So if you've ever had to go to court you know how important it is to have some information on there. But it impacts the effectiveness of the shop. So I have seen a difference in productivity and efficiency all the way around by getting the correct information on the repair order at the right time. And so Cecil, I'd like you to kick it off and tell us, guys ask me all the time, "What are the five Cs?" You wanna jump in and tell us what they are? Cecil Bullard: So the five Cs so let me get there in a sec. I wanna- Yeah ... step maybe two steps backward. The repair order starts with the conversation with the service advisor and the consumer- Lucas Underwood: Yeah ... Cecil Bullard: the client. And if I have good canned jobs good descriptions of what I'm doing. For instance, if I'm gonna do a mill light, a diagnostic, or a a electrical diagnostic, I wanna have a really good description of all of that builds value for the client and gets information for the technician. So let, let's think about this- it really starts there. Yeah. I've seen techs spend hours and hours go- because they didn't get the good information in the front. Lucas Underwood: For Cecil Bullard: sure. Going after, going after- Lucas Underwood: It's one of the primary complaints, Cecil. One of the primary complaints- Yeah ... is I just spent four hours looking for this- Cecil Bullard: Yeah ... Lucas Underwood: and you didn't give me the information. And then Cecil Bullard: y- yeah, and then they go up to the service advisor after th- all that frustration, and the service advisor says, "Oh, no. That's n- that's not really what I meant," right? Yeah. And so creating really good CAN jobs to start, which gives us a good heads-up on creating value for our client and give- giving the technician the information that the technician needs to move forward is kinda where this starts. And that really is in a way, that's the first C. What is the complaint from the consumer, right? Yeah. The client. So the first C is the complaint, and we need to document that complaint fully and completely. A- so I can't have a car runs rough. That's not enough for my technician, because my rough, and the consumer's rough, and the technician's rough could be three different things. So I really wanna ask the questions as a service advisor, how often, when, is the car cold? Is the car hot? Is it going uphill? Is it going downhill? Is this only on Tuesdays on a certain road at a certain time- Yeah ... of day? I need to be asking questions of the consumer so that I can get my technician the information that will help them create a problem. So I'll give you an example. Consumer comes in. I'm- I happen to be the service advisor, and I used to be the tech, and says, "I've got a rattle." I happen to jump in the car, and, I write it up, and I'm gonna end up giving it to a tech. But I jump in the car to pull it in the back, and there is just the most ungodly rattle in the trunk. And I- I open the trunk as a service advisor, and there's a bowling ball rolling around. Lucas Underwood: That'll Cecil Bullard: do the trick- And seriously ... Lucas Underwood: won't it? Yeah. Cecil Bullard: Yeah, seriously. And so I take the bowling ball. There's a towel in the trunk. I wrap it in this towel, and I put it in the backseat, where it's gonna be secure, and I test drive the car, and there's no rattle. There's no noise, right? And so I basically finish the work order, and the tech never sees the car. And I figure I got her whooped. And so I write the customer up. It was, I don't know, it was probably at the time it was an hour diag. I think I charged him half of the time and said, "Oh, yeah, we got her found, and, isn't this kind of funny? You have a bowling ball." There's actually dents on the inside of the trunk from this bowling ball rolling around. And the consumer pays the bill, drives out, the client, and not three minutes later, he's back in my- ... in the bay in my face. And, you Lucas Underwood: know- This sounds so Cecil Bullard: familiar. And he goes you didn't get the r- you didn't get the rattle." Yeah. And I'm like, "Oh, really?" Could you- Lucas Underwood: How could that not be the rattle? Cecil Bullard: Yeah, how could that... You- you ignored that completely, and now there's some minuscule... So I go for a ride with the guy, and it's actually a squeak coming out of one of the struts. Going over a bump, right? I didn't ask enough questions. I didn't, as the service advisor. And so now, the customer's already paid. They didn't pay enough 'cause I discounted it because it was so easy to, you know- Yeah ... fix, and I felt bad. And now I've gotta give it to a tech and track, put ears on it and track the noise down, and we end up replacing struts. But that's an example of not really understanding the customer's complaint, and that's- For sure ... that's the first, that's the first C. For sure. Lucas Underwood: And look, I'm gonna tell you, this is something that, that I have been through with my team over and over again. We're not just talking about understanding the complaint alone. We're trying to understand their desired outcome. Yeah. We're trying to understand what it is they're trying to accomplish. Yeah. Because if you knew the number of times that I have been working with a client, and they're like, "Hey, I have this noise." And we're talking, and we go all the way through it, and I fix the noise, right? I call them and say this. And I found out later that here I am, I'm on the telephone with them, and I'm talking through, "Oh, the noise. Yep, absolutely. Got this taken care of." Oh, you got this. But I wasn't active listening. Cecil Bullard: Yeah. Lucas Underwood: They were saying, "Hey, I'm not worried about the noise, but there's this thing." Yeah. And so i- if we're not active listening and paying attention to what they actually want to accomplish... and Susan just came back from the advisor intensive. Yeah. And she said one of the things that she brought up is that, hey, I've been on to her. "Hey, convey to the technicians what it is the consumer's trying to achieve." Cecil Bullard: Yeah. Lucas Underwood: Like- Yeah ... let's talk about what this is. So Cecil Bullard: maybe we need to, we n- maybe we need to create a sixth C, or maybe it's five Cs and an, a- an A- Yeah ... or something because- ... what is it the customer wants? When they walk away at the end of the, at the end of the interaction, what are they really what are they really searching for? Yeah. And I hope that through the five Cs we actually- Find it, we get it, we confirm it, et cetera. So first C is the customer's complaint. The second is the confirmation of the complaint. Yeah. I need somebody in my business to have felt, experienced heard whatever it is the customer is complaining about. Because, I had a guy who worked for me love... One of my best employees ever, do anything for you. Deaf as a post, yeah. And so if you sent him out on any kind of a noise complaint i- with a car, he'd come back and say, "Not a thing. All this... I can't... There's nothing." And I go drive that thing, and sure enough the, there's a noise. And so somehow I want a confirmation. Whether it's the service advisor that, that drives with the customer and hears the noise. One of my questions as a service advisor was, "Can you duplicate the noise?" Yes. "Can you make it happen-" Yes ... at will? And if the customer said, "Yeah," I'm like, "Let's go for a ride," right? Yeah. I wanna hear the noise, right? Because when it's all done, the, I'm the guy who's responsible as the service advisor for making sure that the customer gets what they expected, and that's no noise, right? The, a solution- ... to their problem. How do we create a list of the right questions to ask? Yeah, that's Lucas Underwood: a... Cecil Bullard: Yeah, that's a great question. And ensure we capture it properly. I think that number one, there's an experience. I think at one point there's somewhere I have a list of questions that would be asked. Yeah. Some of my- A Lucas Underwood: diagnostic questionnaire or something ... Cecil Bullard: some of my shops have a diagnostic questionnaire that they use with the client to help make sure some of that doesn't get missed, right? And I think that as a... I need to be, I don't know, I need to be an investigator as a service advisor and I need to ask probably five more questions than I probably would ask anyway, right? Yeah. I would really like the consumer to say, "Wow, that's a lot of questions." Because I tell my service advisors, I, or I used to "I don't wanna know that it's got a noise. That's simple. What I wanna know is how often can it be recreated? When does it happen? Under what circumstances? At what temperature? Driving on what roads?" Yeah. I'd like to pinpoint it so much so that you could say it only happens on Tuesdays and Thursdays between 1:00 and 2:00, going uphill- Come- On X road. I want Lucas Underwood: every bit of Cecil Bullard: detail Lucas Underwood: you can get me. Yeah. I, you know how many complaints that I get from technicians who say, "These advisors are lazy. These advisors aren't getting me what I need. These advisors are frustrating me. These advisors are causing me extra work. These advisors are running me around like crazy"? Well- And, and- There's a Cecil Bullard: natural tension, right? I mean- Lucas Underwood: There is. Yeah. But just good questions can make all the difference in the world. It can. Getting this information, asking better questions. Because look, it only makes the technician more efficient, and when the technician's more efficient, guess what? You're gonna sell more work, Mr. Advisor. Cecil Bullard: More productivity equals- Yeah ... more money in the bank. And also less frustration, and that's- Exactly ... for me, that's kinda the point. I don't want anyone in my business to be frustrated. Yeah. Frustration you don't work at your best when you're frustrated. Yeah. I don't care what, which job you're doing you just don't work at your best. Yeah. And I want a confirmation. I want in the write-up Someone to say, "I took the car, I drove the car, I heard the noise, I experienced the problem and I need that in the write-up." Yeah. Not just the car has a noise. We replaced the upper control arms, and now it doesn't have a noise. Yeah. I need to... that customer could have another problem six months from now, two years from now. Yeah. Most shops now are y- are probably at least three year, 36,000-mile warranty on most of what they do. And so if that customer comes in two years from now and there's a different service advisor or even myself, I'm not necessarily gonna remember everything that happened. Yeah ... I wanna be able to read that work order and understand not the process, what we went through, what we experienced, why we did what we did. Yes. And I wanna be able to really clarify that for the for my client. I, hey- and it has little to do with court, but I gotta tell you, even yesterday I'm talking to a client and they're like- ... "Oh, I'm in trouble. This customer wants $1,700 back for X, Y, and Z." And I'm like, "Okay. Did you take pictures of the service and the repair that the car was fixed when you did what you did?" "No the tech always forgets to take pictures. They won't take pictures." Yeah. Whatever. And looking at the write-up, there's no clear why we did what we did and what the outcome was. For sure. Lucas Underwood: Absolutely. Cecil Bullard: It's just we replaced the upper control arm bushings. Okay. And if you go to court with that, you're dead. You- Lucas Underwood: Exactly ... Cecil Bullard: don't go. Lucas Underwood: I'm gonna tell you a little story, okay? Years ago, and it was when I first started kinda learning how to run the business, I'd hired my first coach at the time, and a guy came in, and he came from a local rental place, and he was tearing a building down. He was loading the building up, and he was taking it back, and he's kinda like one of these hotshot truck drivers, except he was doing work while he was on site. And if I remember, I'll go post pictures of this at some point. I gotta be careful about it 'cause I don't wanna alert anybody, but so long story short, this gentleman has a brake problem, and I get done with the c- with the truck, and I did the things he wanted done, and I said, "I'm gonna tell you something. I don't trust this thing. It's not stopping right. I couldn't tell you why." And I need to do more testing to determine what that is. You're telling me you need to leave right now, but something does not feel right. Something is not right here. And so I'd driven it, and this was right when I first started learning to write repair orders, and so I put all over that ticket, the brakes are not right, the client declined additional testing, we offered to do the testing for free, et cetera, et cetera, et cetera. We don't know what the results might be of this. And so few days later, the guy who referred him out here and he said, "Hey man," he said, "Is this that truck that you were telling me about that I sent over?" And it's this picture, and this thing, Cecil, there's nothing left of it. Yeah. It's in pieces. The cab's ripped off of it. The axles are out from underneath it. The bed's ripped off of it. Now, the highway patrol shows up out here at the shop. Yeah. And he walks in and he's asking all these questions about the truck, and I said, "Here..." "Here's what I have, and here's the signed repair order where they signed off picking the truck up, and here's all the information that I had about the truck." He said, "I've never seen anything like this." He said, "I've never seen this written up." He said, "You were in the clear anyway." And I said, "Why?" He said, "Because he went off the top of that mountain with 42,000 pounds on a truck that was rated for 12." Cecil Bullard: Yeah. He said, "There was-" you know why it wouldn't stop, right? He said- I don't know why. Maybe it's 42,000 pounds in the back- ... when it's only supposed to have 12. Lucas Underwood: Exactly. And so he was- Wow ... he was super cool about it, but he said, "Man," he said, "I'm telling you," he said, "That just..." He said, "That's all I need. What you put on there is enough for me-" Yeah ... "to know that the driver was at fault for this accident." He said, "Because you told him as a professional something was wrong." Which, yeah, and- The number of tickets we see that have nothing on it- Yeah ... fixed brakes. I probably see 10 to 15 of those that come into my shop, dealers, independent shops, the whole nine yards, and they bring me their service history and I'm like Fixed brakes Cecil Bullard: So think about this, 'cause I don't think any shop owner understands the liability that they have. Lucas Underwood: Yeah. Cecil Bullard: So I put a fixed brakes on the work order- Yeah ... and I don't write anything else. I don't write what I found, I don't write why I fixed them, I don't write what happened when they were fixed and how it rode. Yeah. I do nothing but fixed brakes, right? Lucas Underwood: Yep. Cecil Bullard: And that guy goes out and drives it off a mountain and all of a sudden I'm in the middle of a lawsuit that could cost me everything I have. And you think, you would think that wait a minute. I'm a corporation, I'm an LLC or a, an S corp or whatever, so I'm protected as the owner." If there's- Yeah ... anything illegal that goes on, your protection is wiped away. Gone. And so- Yeah, Lucas Underwood: buddy. If you've ever- And- ... pierced the corporate veil- Cecil Bullard: Yeah. Lucas Underwood: And then- ... they can find out anything. Cecil Bullard: And then I have the excuses of it takes too long to write the work order." Okay. Charge the customer for it. Yeah. I mean- Yeah ... if I have to document and I have to do a good job of documenting what happened and it takes an extra 20 minutes, then raise your labor rate. Or I don't know- Yeah ... add another 20 minutes to the work order to, so that you can document properly, because it's too important, right? Lucas Underwood: It is. Cecil Bullard: So I- It's too Lucas Underwood: important ... I've got a question though because it- Okay ... this is something that comes up. I've got a lot of shop owners that I talk to about this and they say no, you're better off putting less information on there, because then if you put more information, they could say you touched something. You did something. You took something apart.'" From my experiences, that's not the case. I- Cecil Bullard: I have never gone to court. I've gone to court personally for myself like four times. Yeah. I've gone to court 13 times for clients. I've been asked to go to court probably 50. All right? The 47 times I did not go to court- Were because the paperwork wasn't done right. Yeah. There wasn't enough information. Okay? The 13 times I went to court, I won. Lucas Underwood: Yeah. Cecil Bullard: Because the paperwork was done properly, because everything- Yeah ... was spelled out correctly. Because the signatures were in the right places. Because the mileage when it came in was on, and the mileage when it left was on. I had a lady with a Chrysler. It's one of my favorite stories. Really nice older lady. Came in, we did, I don't know, $3,500 worth of work to it. Struts, suspension work, tires, brakes, blah, blah, blah. And as part of what we did, we documented the fluids. We documented that the transmission fluid was good. We documented that the transmission was shifting properly. We documented that the engine was running well, that there were no oil leaks at the time that we were driving the car. We drove the car, I don't know, 22 miles as part of what we did. And 800 miles later, about three and a half weeks later, the transmission crapped itself. Okay? 123,000 mile, 140,000 mile Chrysler. Old Chrysler, yeah. Yeah. And so she came in hot. And I brought out the work order. I looked at what we did. I looked at why we did it. I told her, I said, "Look, see here? We checked the fluid. Here's a picture of the fluid. It looked good. There was no metal in it. See here? We drove the vehicle. We drove the vehicle, 22 miles. It was shifting perfectly. There were no problems with the way it shifted. So let me ask you a question. I just wanna ask you one question." She said, "Okay, fine." "Should we have sold you a transmission At, 800 miles ago when it was, when the fluid was good and the transmission was shifting perfectly as a precaution just because you had 123,000 miles on your car. And she looked at me and she went, "No, probably not." Okay, great. And but if you don't have the story, you can't back up what you did and why you did it. Yeah. Yeah. You have to have the story. And it, I don't know. For me if you're a service advisor in my shop, which okay, I don't have one today but I certainly ran a lot of shops for many years. And you're a service advisor in my shop, and you're not gonna write the story out, and you're not gonna create the right documentation, you're not gonna work for me. Yeah. And if I have to take over for you at 3:00 'cause you got a dentist appointment or you gotta go to your daughter's dance recital or whatever, and there's no information for me, the next day's gonna be a hard day for you, Lucas Underwood: right? Yeah. Absolutely, man. We- Absolutely ... Cecil Bullard: we should get in the pattern. So let's talk C number three, right? Okay. We talked about two. Number three is what's the cause? What is causing the vehicle? And I can tell you in my shops we use what we call a two arrow approach. Lucas Underwood: Yeah. Cecil Bullard: Okay? So you can't tell me that the code was whatever and it means that the number five spark plug wasn't firing properly. That's ... Okay, that's, that is not necessarily the cause. That's the out- an outcome, right? And you can't say we need to replace the number five spark plug because the code was here." I want testing done that tracks it to say, "This is what we're replacing, and this is why we're replacing it." Yeah. I want a second arrow. And so- For sure ... all of my guys knew if they didn't have a two arrow approach we, w- I wasn't selling it. Okay? Yeah. Or I might call the customer and say, "Look, we need to do some additional testing." I didn't have a problem with a guy coming to me and saying, "Hey, Cecil- ... I gotta run three more tests and then I need two more hours to, to really figure out what this is." Lucas Underwood: Exactly. Does not bother me a bit. Cecil Bullard: Not even- I'll do it Lucas Underwood: all day long. Cecil Bullard: Yeah. But I do have a problem with the computer basically told me number five cylinder." Lucas Underwood: Yeah. Cecil Bullard: And- Absolutely. Lucas Underwood: 100% Cecil Bullard: Because I know having done this for a million years, right? Look at me, I look like I'm a million and a half. But that's a problem waiting to happen- It is ... if we don't have a clear what the cause is. Lucas Underwood: And I'm gonna tell you something. So there's this new and it relates to this question that's coming up right now, so leave the question up. There's apps now, like WhisperFlow, right? And so I can open this app on my phone, and I can dictate directly to it. Does an- ... excellent job of dictating what I'm saying, and even if I wanted to drop it into AI and have AI clean it up and make it more presentable, and I copy and paste it in, you're talking about 15, 20, 30 seconds of me describing- Yes through voice transcription what's going on with this car. So we're not talking about adding a lot of time. We're talking about converting the expertise of the technician To text on the repair order that the consumer could understand and that if, God forbid, you ever had to go to court the judge could read it and understand it. There are a ton of videos of court cases where- Yeah ... a technician is in court explaining what happened, right? And listen, I'm gonna tell you something, because this says, "Isn't it the technician's job to document all these things on the repair order?" A lot of it is, right? The initial stuff, in other words, where we're talking to the client, trying to understand what's happening, that is the service Cecil Bullard: advisor. Service advisor. St- begins the Lucas Underwood: story. But everything else... Exactly. The beginning of the story- Everything else does come to the tech ... Cecil Bullard: the beginning of the story and the end of the story are the service advisor. Lucas Underwood: Yes. Cecil Bullard: Okay? Lucas Underwood: 100%. Cecil Bullard: The middle is the tech. Today. Now, 20 years ago, that wasn't true. All right? Yeah. We didn't have systems where the techs could go in and put the story, and we still have a lot of shops where there's communication issues with the technician that they don't speak, English as a second language or a third language and they just- Yeah ... don't communicate very well. Yes, I want my technician documenting the tests they ran, what the outcomes were. And by, by the way, if, i- again, if you're working for me, let's say that we got an air conditioning system. I want documentation a problem with the air conditioning. Air conditioning doesn't cool. Blows hot air, right? Okay. When? All the time. All right, great. Now I wanna put the gauges on it. I wanna document the pressures. I wanna document- Vent temps ... the vent temps, et cetera, and I want someone to test drive it to verify that it's got hot air, right? Yeah. And under what conditions. All right? 100%, yeah. And a- and that's the tech is, that, that's going to do that for me. Now, we're gonna recommend we're gonna point to a cause. The compressor's bad, right? And we're gonna point to a cure, the fourth C. What's the cure? We're gonna replace the compressor. We're going to replace the condenser. We're gonna replace the I don't know what they have in POA valves- Orphus tubes ... or Orphus tubes or whatever we got today. And then we're gonna evac and recharge the system, right? That's the repair plan. Lucas Underwood: Yeah. Cecil Bullard: And in my opinion, the technician's the one that has to create the repair plan, okay? Yeah. And once we've done that- I want a retest of the system. Lucas Underwood: Yes. Cecil Bullard: I wanna know what's different. What were the pressures today- Yep ... when we drove it? And I wanna show by mileage that we actually drove the car. I don't- Yeah ... I want an in and out mileage on everything. Yeah. I don't care if you drove it just a mile test drive, so it came in at, I don't know, 143,000 miles and it left at 143,001. Yeah. But I want the finish of the story. Here's what happened after we fixed it. Yeah. Here's what it looks like. Here's what it feels like- You're exactly right ... today, right? Lucas Underwood: Yes. Cecil Bullard: And because I'm, what I'm doing is I'm also creating a story for the customer so they understand that I didn't just fix the air conditioning, right? Yeah. And I do that in quotes on purpose, right? Because if all I did was fix the air conditioning, what is that, right? Yeah. Oh, you put a little Freon in it. What does that take? Five minutes? Yeah. They make those little cans that you can go down to Pep Boys and buy, and you just put 'em on and turn 'em upside down- The bane of my existence ... and in five minutes the Freon's in the thing and you're done, right? No. We did all of this testing. We did this. We pulled these parts off. We put these parts on. The cleaner and the clearer the story- Yeah ... the less liability I have. If I have to go to court- The more value in the ticket ... or if I have to defend my... Yeah. If I have to defend myself- Yeah ... the more able I am to. And I, don't get me wrong, I don't wanna create a four-page story if there should be a half a page story. Yeah. I used to tell my techs, if you can tell me the service advisor. So when you're writing the work order, a- as a service advisor I always felt like I needed four pieces of information from my tech. One, tell me what's wrong. Okay? Tell me why it's wrong, right? Brakes are worn and need to be replaced. Okay? They're at two 30 seconds, one 30 second, metal to metal. Te- tell me that. Tell me the parts you need to do the job correctly. So is it pads? Yeah. Is it pads and rotors? Is it pads and rotors and a hardware kit? Is it pads, rotors, and a hardware kit, and calipers and hoses? What is it? And then tell me how much time you think it's gonna take. Yeah, for sure. I get that we have a book, and I understand- ... that the book is write X-tra Mile. But you're the one looking Lucas Underwood: at the car, not me. Yeah. I can't tell you how long it's gonna Cecil Bullard: take. You s- you see the fact that somebody has, you know- Yeah ... narfed up the bolts and et cetera, or there's rust or whatever. Tell me what you think and- Yeah ... and then I can create an estimate. And if I get those four pieces of information, they're clear enough, then I can create an estimate and sell that work to a customer. Lucas Underwood: Yeah. Cecil Bullard: I have an... Here, so you gotta bring me back, man, 'cause I'll go, you know me, I'll go- Down the rabbit hole ... Lucas Underwood: way with Cecil Bullard: it. But I ha- I have customers that just they don't get that from the techs, and then the service advisor can't do their job properly. And what they want is for the service advisor to go out and look at the car. Yeah. I don't wanna go out and look at the car. In fact, there's a whole coaching company that's service advisors should be the ones looking at the car because then they can see..." Service advisor, if you're not a good- They're not the professional ... it's not their job and they're not the person. That's the job of the inspection of the car and the repair- Yeah ... plan for the car is the technician's job, Lucas Underwood: right? Exactly. And look, if you know how many times that I have worked with shops and somehow that advisor ends up walking out to the car, making a recommendation, saying, "We should do this, we should do that," used to be a technician. And it's this desire, it's like a curse of knowledge. I wanna fix this thing. I wanna help. I wanna show them I know what I'm talking about. And they get so overzealous that they end up making a mess. And so I think, somebody just dropped in the comments and said, "Hey, that's the responsibility of the shop to train the tech." Stop the Cecil Bullard: technician. Absolutely. I thought it was a- I got a comment I have to make. Matt Allen, go screw yourself, buddy. Lucas Underwood: I Cecil Bullard: thought that you were saying- I was in business for 27 years, and that whole time I ended up in court four times. All right? I went 13 times for different clients, and I've had thousands of clients. Lucas Underwood: Yeah. Cecil Bullard: So buddy, you know- ... stop trying to yank my crank. Lucas Underwood: Diesel's, diesel does not Cecil Bullard: put up with any of that. And go screw yourself. Have a nice day. Oh, Lucas Underwood: that's awesome. Now, Cecil Bullard: where were we? Lucas Underwood: That's awesome. Okay. Cecil Bullard: Look- you wanted some fire, there's some fire, Matt. Lucas Underwood: You got the fire. Cecil Bullard: You can add that to your- This is gonna Lucas Underwood: be a real, Cecil Bullard: we're gonna chop this up to your internet and get some hits Cecil's a mean guy. Lucas Underwood: He's Cecil Bullard: an Lucas Underwood: idiot That's it. That's it Thank you very much. I, look I'm just gonna say that I think that overall when we look at this process, 'cause I just had a good talk with a friend of mine just I guess two nights ago, and he said, "Man," he said, "My technicians came to me and they said, 'Hey, we don't feel it's our responsibility to put all this information down. That's the front's responsibility.'" And I'm gonna tell you something, I, one of the biggest things that I've learned, and we... You remember Jeremy Hoyum? He's from Phoenix. And Jeremy is just such a phenomenal human being. And he was talking about this a while back, and he was talking about accountability, and he said... A- and let me explain. So he coaches 15, 16, 17, 18-year-olds into leaders, right? Because he was in the military, he came out of the military, and he went into the family entertainment space. And here he is, he's saying all this stuff, and he's trying to teach these kids how to work in a business and how to talk to people. And in today's world, I'm gonna tell you, that's a whole different ball game, right? It's a whole different ball game. Yeah. And he said, the failure..." And listen, he's worked for some massive organizations, right? Like- Yeah ... thousands and thousands of employees. Yeah. And this guy's in charge of training them. And he said, "The problem is that we don't have the conversation when it happens." And he said, "So listen-" Wait, well- Go ahead. Cecil Bullard: We are so great at- At picking up the pieces at the end. We're not really great at fixing the process- Definitely ... in the middle. Lucas Underwood: Exactly. Okay. So he tells this story. It's about taking the trash out, right? And he says so Tim is a new employee." And he said, "So Tim comes in and I trained Tim on how to do all the things." And he said, "At the end of the training, I talked to Tim about taking the trash out. 'Tim, you take all the other cans and you put them in this bag. You tie this bag up, you take it out, and you put it in the dumpster.'" And he said, "So Tim comes to work for me," and he said, "Here we are, it's four days in, Tim's taking out the trash every day, and I come in, and Tim didn't take the trash out." And I said but Tim's a nice guy. I really like Tim, and I don't wanna pick on him. I'll just take the trash out." And he said, so it goes on a little bit, and he said, "Three weeks later, Tim doesn't take out the trash again." He said, "Man, what is up with this kid? I've told him about this, and I need to go talk to him. I open the door and the place is full of people." He said, "I can't talk to Tim right now." He said, "So I forget about it. A few more weeks pass, and Tim forgets the trash again." He said, "Now I'm really upset. I'm frustrated. Why is this kid not taking the trash out? I've, Because I've had this experience, I'm thinking about it like Tim should be able to read my mind and know I'm frustrated, right?" And he said, "So what happens is here's Tim, and we're not taking the trash out, and I'm raging, and I sling my door open. Tim's not at work today. And so now the next time Tim doesn't take out the trash, I go and pull him aside and I rip him apart." And- "What were you thinking? You didn't take the trash out." Cecil Bullard: Yeah. And what I should have done is the first time the trash wasn't taken, I said, "Hey, Tim, what's the process? How do you do this?" Lucas Underwood: Exactly. "How often do you do this?" Exactly. He said there's only three answers. Cecil Bullard: Yeah. Lucas Underwood: There's the right answer, a partial right answer, and there's the wrong answer. Yeah. And he said the partial right and the wrong answer are my fault, not Tim's, right? And Cecil Bullard: If you're if you're paying attention- Lucas Underwood: Yeah Cecil Bullard: and you're doing the right things, then your employees are gonna understand you're paying attention. They're much more likely to go ahead and do what needs to be done. Lucas Underwood: Exactly. Cecil Bullard: If you'd handled it in the beginning, you didn't have to get mad, right? Yeah. Lucas Underwood: And we, we- I talk a lot about- Cecil Bullard: Yeah Tim Kite. We struggle. Lucas Underwood: You remember Tim Kite? And I talk a lot about him. I've sent you a couple of his videos, and one of the things that Tim Kite said is, "You promote what you permit." Yeah. And so Tanner is in the comments. Tanner is the shop owner that I'm talking about. Yeah. And it's like Tanner gets distracted, and he goes and he wants to do all these new great big things. Now I'm over here doing this, now I'm over here doing this, now I'm over here doing this. But you weren't holding your team accountable. Yeah. And so if I'm not holding my team accountable, and if I'm not policing the work orders, and I'm not reviewing the work orders, and I'm not doing an audit, and I'm not checking in with my team and saying, "Hey, this didn't meet my expectation"- and if I continue to let it slide- Cecil Bullard: Yeah, and do you have it documented how the work order's sp- supposed to be written up? Lucas Underwood: Yeah. Cecil Bullard: I don't know. I think mine is like seven pages with pictures of the order, why it's in that order how it's written up, whose responsibility is each piece of it, right? Yeah. And so that, and, is it the technician's job to do all of that? Eh, maybe s- maybe not. You might have a different process in your shop. Yeah. It's management's job to make sure everybody that's involved in the process understands clearly their part of the process- For sure ... and how to communicate clearly. Lucas Underwood: And that the process is efficient, right? Yeah. Like I, that's what I hear from so many technicians and so many advisors is, "Hey, our process does not flow. Our process does not work in our shop." And so nobody's looking at it. It's just we've always done it this way." Yeah. Okay. Let's work together to figure out how the process needs to work. And one of the greatest piece of visi- pieces of advice I've ever gotten was that repair order comes up and it's not right, it goes back, right? Cecil Bullard: Yes. Lucas Underwood: Yes. I'm not moving forward until it's fixed. Cecil Bullard: Yeah. Lucas Underwood: I'm stopping right here right now. You're not going on to another car- Well- ... until you correct this repair order ... Cecil Bullard: you put quality control in place as part of your process. Yeah. So in our shop we had a parts guy. We felt like that was a value to us, and so we had a parts guy, so he was the first one to see the work order from the tech. If the inspection sheet, w- again, we're talking a few years ago, we didn't have DBIs, but if the sheet wasn't filled out properly and the estimate wasn't filled out properly, the tech got called in to redo it. Yeah. The work order didn't move. Yeah. And if that means the customer didn't get their car today- Oh right? Yeah. I know I've disappointed a lot of people about getting their car today. Sometimes because of parts, sometimes for other issues. Sometimes it's because my tech wasn't playing the game right, and we had to, send it back two or three times. Yeah. But the other thing is i- if you're willing to put that effort in and make sure that the job is done as efficiently and correctly as possible, and then you have quality control. When I first got to the last shop that I ran, I, for probably three months, I QC'd every work order- ... because it was so messed up. Yeah. At the end of three months, 95% of the work orders were going through fine. Yeah. The stories were good. The stuff was in the right order. The estimates were done. The inspection sheets matched the estimates. The service advisor had written everything up and presented everything, and the work order had the customer did not buy these things, here's why we recommended them- Yeah. Declined repairs ... at this time, right? Yeah. Declined repairs- Yeah ... et cetera. We had a very specific way all that was done. It was documented in a process. It was taught to everybody. It was retaught to everybody. It was quality controlled throughout. So the parts guy's the first guy to look, the second guy's the service advisor, the third guy's the manager, right? Yeah. And as a manager, after three months, I started pulling one day a week. Yeah. I didn't need to look at every work order because I had the other things in play. I only had to pull one day a week and look at them to make sure that we were still on target, right? Yeah. I'm l- I'm looking for pattern failure. I'm not looking for, oops, somebody made a mistake and missed one piece, right? Lucas Underwood: Exactly. Cecil Bullard: And- Exactly ... and so I'm trying, I'm always trying to identify pattern failure because pattern fails then get you in trouble, right? Lucas Underwood: I've got a question for you and see if this resonates with you, because this is something that when I first started really working on my shop and learning about how a shop should run and what a shop was supposed to do, that this was the biggest issue that I had, and I just wanna see if this resonates. When I put these processes, policies, and procedures in place, and I made a video about this just the other day, I oftentimes said, "Yeah Mrs. Smith's in a hurry, so I'm not gonna do that today," or, "This happened, so I'm not gonna do that today," or, "Oh, they can bring their own parts this time because I don't want to upset them And so I put processes, policies, and procedures in place, and as the business owner, I gave myself permission to override them because I- it was my name on the door, right? And I'll never forget, I had an employee come to me one time and "This is asinine. Why are we even, why do we even have rules if we're not gonna follow them?" I'm like I'm, but I'm the owner." And they were like but you put the rules in place, and that they're the, they're making the mess. Like, why are we doing this?" I Cecil Bullard: think, I think- And that made Lucas Underwood: so much sense ... Cecil Bullard: I think we need to be smart about exceptions, and I think there are exceptions. Yeah ... I have a rule that no owner supplied parts. None. Lucas Underwood: Yeah. Cecil Bullard: But I have Mrs. Jones that's been a customer for 35 years. Her husband died five years ago. They brought their oil because, 25 years ago we let people bring their own oil. Yeah. And so she's just used to bringing her oil. I'm not gonna beat Mrs. Smith up about bringing her oil. I'm, you know- ... d- I'm paying back 35 years of a great customer- Of Lucas Underwood: loyalty, yeah ... Cecil Bullard: yeah, et cetera. And I think my staff would understand, yeah, we do have a rule. It is, the only exception is Mrs. Smith. So number one, few exceptions. Yeah. Number two, if you are the owner You have to abide by the rules better and more- Yes ... than anyone else in the business. If you're a manager, if you're a leader in that company, you abide by the rules better than anyone else. Yes. Because they're looking at you and they're saying that's a stupid rule. I don't know if I wanna do that. And wait, Lucas didn't do it." Yep. "If he doesn't have to do it, I don't have to do it." Yep. And pretty soon- Or every Lucas Underwood: staff ... Cecil Bullard: pretty soon there's no process. Lucas Underwood: Yep. Cecil Bullard: And pretty soon- It's not a rule anymore your average repair order's dropped- A suggestion ... your productivity's dropped. Yeah, and you're just not making money the way that you should. You're not profitable the way that you should. Lucas Underwood: And it's chaos, right? Yeah. It's pure chaos because now the standard that we're supposed to be operating by is no longer functioning. And if we continue to break that and we continue to say, "Yeah, but. Yeah, but. Yeah, but." And look I have exceptions too. Yeah. But we've gotten really good about "Hey, let's have a discussion about this exception and make sure we all agree that this exception is reasonable and rational," right? Cecil Bullard: Yeah. Lucas Underwood: I love the- Let's not just jump at it ... Cecil Bullard: yeah, I love the, I'll tell someone, "No waiters." Waiters are not... It's not in your favor to have a waiter in your shop. They're not thinking right, they're not in the right place. But again, I have Mrs. Jones, who's always waited for her car. Yeah. She's got nowhere else to be. Being at the shop is an exciting thing for her. Yeah. Because otherwise she's sitting at home, staring at the walls. And- Yeah ... and so yeah, I'm gonna let Mrs. Jones come in and wait. And that's... And I've also got somebody who, their car broke down on the road and they're with the car, and they don't have an option. They've got a car, they've gotta be somewhere, we're fixing the car, they're gonna sit around and wait. They're... Yeah, I'm gonna let them wait. They... We need to have common sense. Lucas Underwood: Yes. Cecil Bullard: But we also need to have policies and processes that are followed 99% of the time, right? By everybody. Lucas Underwood: Yeah. Cecil Bullard: And that's what, that's what creates efficiencies in your business. If it, if done right- It's a ballet, right? Yes. Yeah. The call is answered right, the customer feels good about coming to, they feel like you care about 'em, they feel like you've listened to them et cetera. They show up, you're there to greet 'em, shake their hand, say hi, pump up the shop and why, talk about your unique selling proposition. Ask them questions so that you are sure that you understood what the situation is, what their out- desired outcome is, what their problem is. Document that properly so the technician can pick it up. If necessary, and I can't... If I have to write a five-page story for the tech I'm probably not writing that five-page story. That's the one that I'm gonna write a one-page story, and then I'm gonna go out and talk to the tech about. Lucas Underwood: Yeah. Yeah. " Cecil Bullard: Hey, I just wanted you to know, here's some strange things or different things," or whatever. And then the tech gets the work order and knows what to do and documents the stuff properly, beginning, middle, and end. And then it goes to the, in our shop, the parts guy, who then verified that we made our profit and that we stayed within the estimates that we talked to our customer about, and et cetera. And then the service advisor gets it and verifies again that the parts are done right, the margins are there, the stories are correct, the spelling is 99% good, the grammar is 99% good. Yeah. That two years from now, somebody picks this up, they know what happened. If a w- a, a a wife takes that home to her husband and hands it to her husband, he could read it and understand- Yes. Yeah ... not just what was done, but why it was done, and create value there, or vice versa. If a husband takes it home to his wife, right? I'm not being misogynist here. I'm literally saying there are often- Yeah ... other people involved. That work order could go- Yeah ... in any one of a number of people's hands, and Lucas Underwood: my- And they need to be able to understand it. Cecil Bullard: Yeah. Yeah, my story. Lucas Underwood: And same for me, right? That's a major thing for me, because there's nothing more embarrassing than that car coming back a year later. Yeah. And me standing here saying, "I wish I could tell you why we did what we did or why I thought we needed to do that," or whatever it may be, but I can't. Cecil Bullard: You know what I r- ... what I really hate? I've got a customer standing in front of me, and the customer says "Hey how are my tire pressures?" And I look down And there's no tire pressure recorded Lucas Underwood: So embarrassing. Cecil Bullard: Or, how are my bra- I thought my front brakes might be bad. Oh, no, it says here your front brakes are good. Well- They're green ... how much is l- how much is left, right? The I don't have the information I need, even right at my counter. I took my truck in the local Goodyear, and I said, "Align it. ... You're putting tires on it, align it. The tires are worn." We put I put brakes with what it drilled and slotted rotors. Yeah. I spent big money and put tires on it at the same time, said, "Align it and check it out w- when you do the service," right? When I come back and the guy says I said, "There, there's nothing here on the inspection. Nothing." And he goes you only have 43,000 miles. It's probably fine." Lucas Underwood: It's probably fine. Cecil Bullard: Yeah. And I said, "And you didn't align it." It was close enough." I'm not a close enough guy. Lucas Underwood: Yeah. Cecil Bullard: And- Lucas Underwood: Close enough counts in horseshoes and hand grenades. Cecil Bullard: Yeah. And I ended up taking my truck somewhere else, and they did the alignment, and they bought, for the rear part of it, they had to buy whatever to make the alignment work and, the- Yeah ... I don't know, I spent another $1,200 on this thing that... And at the same time, I'm at the Goodyear, they're complaining about how bad business is, right? You could've got another 1,200 bucks out of me- Yeah ... if you'd have done it right. Lucas Underwood: How much of that, though, okay, so let's go back to Michael Smith for a minute. How much of that is culture? How mu- Well- ... like if in your shop, because in my shop I walk out here and I talk to these guys. Their focus is taking care of the client. Their focus is being an advocate for the client, because that's what we talk about. That's what we do. Yeah, and- That's what we believe Cecil Bullard: in ... and do they understand what that really means in the day-to-day operation- Yeah ... have I- ... it's one thing for me to say we're here to take care of the client." It's another thing for me to have the systems and processes in play that get taught and that my people really understand what that means. Lucas Underwood: Yeah. E- exactly, and my thing is, "Hey, if you don't understand this and you don't know why we're doing what we're doing, let's talk about it as a team," right? But you look at some of these other shops, and I've talked to a lot of guys from those other shops, and what do they say? It's the only thing they talk to us about is money and production. Yeah. That's all they talk about. And the advisor's over here saying, "I'm not gonna get my bonus if you don't get this done," and the technician's saying I'm not gonna get a bonus anyway. I get paid flat rate, and you're not giving me enough work," and it becomes this dog-eat-dog thing. There's a whole- As opposed to the focus being taking care of the client ... Cecil Bullard: there's a whole methodology for running an automotive business and making it as efficient and creating the best culture that you can in the business. And then there's, it, there's a lot involved, but there really isn't, right? Yeah. You could say geez, I have to think about hiring and my hiring message, and I need to have, a employee requisition form because I need to know what the skillsets and the traits are that I need from the new employee so they fit into my culture. And I need to have a good interview process and then I need to have a good training process, and I need to have the processes to train on," right? "And then I need this and I need this and I need this." And I think for a lot of guys, they're just trying to get the job done so they can get the money so they can pay the bills. And a- as you said in the beginning of this or in, in early parts of this, we're- We miss the, like we don't fix the problem when the problem should be fixed. Lucas Underwood: Yeah. Cecil Bullard: Yeah. We- we're really good at saying, "I can't do that I can't have that conversation right now because there's people." Okay. Lucas Underwood: Yeah. Cecil Bullard: Then let's go for a walk, right? Yeah ... I'll go for a walk 100 yards away from everybody else. I'll have the conversation about the trash cans and taking the trash out. Yeah. I don't... Or I'll put it on my calendar for tomorrow and say, "Can you meet me in my office at 10:00 so that we can have a-" Yeah. "I need to speak to you for 10 minutes," right? Yeah. We, w- we are so often, overwhelmed with making the money and just trying to make sure that the bills are paid that we miss some of the really important pieces. And it is, once you have the team on track and you have the culture, it makes it a lot easier. Yeah. When you have the processes, it makes it a lot easier. If you create consistent communication, company meetings at the right times well-defined it makes it easier, right? Yeah. And with every little thing that you are able to put in place, everything that you're able to fix, every time you do that, it makes it easier, and you're also more likely to get the outcome that you want. Yeah. Which frankly it isn't all about money. It has to be somewhat about money because if I can't- Yeah ... pay my bills, then I'm working all the time- ... and I'm not home, and my head's not in the game a- at home, and I need that too. Lucas Underwood: I'm gonna tell you something. Cecil Bullard: Yeah. Lucas Underwood: I talk to a lot of shop owners. I talk to a lot of- ... technicians, and I talk to a lot of service advisors And they all believe that one of those others is looking at what they can get from them, right? Yeah. The shop owner's looking at how much money you can make me. The advisor's looking at how many hours you can turn and what I can get out of the deal, and the technician's looking at how many hours he's gonna get on his ticket. And you know the interesting thing about it, Cecil, is when I talk to them individually, none of them actually want that. None of them actually believe that. They just want to come to work. They wanna earn a good living. Sure. They don't want it to be stressful. They don't want it to be aggravating. They don't want it to be a mess. They don't wanna get yelled at by a client. They don't wanna get yelled at by a coworker. They just want to live a good life, right? Cecil Bullard: The point i- in a way is first of all, I always say this: automotive service and repair is a team sport. Lucas Underwood: Yes. Yes. Cecil Bullard: The service advisor is not more important than the tech, and the owner is not more important than the service advisor or the tech. Yeah. And the kid that cleans the floors and takes the trash out, whoever that is- ... or the old per- old guy that does. Who knows- Yeah ... I, my next career. That, that person is just as important. I- if we all- Yeah ... play our roles and do our thing, we're all gonna be fine. Lucas Underwood: You're exactly right. Remember what Zig Ziglar said? He said years ago, and he said the CEO could leave for a month and nobody would notice." Cecil Bullard: Yeah. " Lucas Underwood: But if the lady who answers the phone were to leave for a month, the place would fall apart." Cecil Bullard: Fall apart. Lucas Underwood: Because the director of first impressions was no longer present, right? And you need- And we just miss it. We Cecil Bullard: just- Yeah ... Lucas Underwood: don't see Cecil Bullard: it. And you also need to cross-train because you are gonna have people that are gonna be out, and so- Yeah ... it, the- Like I said, to me, running a shop and a successful shop is really fairly easy. Yeah. There's, th- there's always gonna be some issue. "Hey, our car count's down. Hey, our average repair order's dropped." Okay. If you have the methodologies in place to measure and the methodologies in place to manage, then you're gonna be okay, right? Lucas Underwood: That's it. You'll make it through the- As long as you'll learn, right? Yeah. As long as you're willing to open your mind, do a little bit of research, learn from people who have been there before because, there's way smarter people out there than me, and I don't need to- See- reinvent the wheel. Cecil Bullard: You see this flat spot on my head? Lucas Underwood: Yeah. Cecil Bullard: So that's from banging it against the wall way too many times. Lucas Underwood: Yeah. Cecil Bullard: So we haven't covered all five Cs. Lucas Underwood: Yeah, we got one more. One Cecil Bullard: more. So we have the cause and the correction. I need a confirmation of the correction in my write-up. Lucas Underwood: Yeah. Cecil Bullard: Test drove the car 23 miles, verified that it's running properly, the temperatures are at X degrees. The, the gauges are fine. The light's not on. Yeah. Yada, yada, yada. Because when that customer leaves, if they have another problem, they come back, I want it well-defined what we did, and I wanna know, is that my problem, or is that not my problem? Yeah. Because cars break, thank God, right? They break- Yeah ... and otherwise I wouldn't have a job. I wouldn't have a place to be. Yeah. So I think you're reading- Sure ... the comments. There's a pretty long one that came in. Lucas Underwood: I like that because that is my belief as well, and I know it's yours as well, is I feel like- Yeah Personally feel like flat rate for technicians and commission for advisors are the worst things that can be implemented. And I understand there's gives and takes of that, right? I- Yeah ... I know. But a lot of these guys, and so I posted this in some groups that have a lot of dealer technicians in it- I'm gonna tell you something, Cecil. The only answer I have at this point is leave the dealer, right? Yeah. That's the only answer I have for you. Because a- as I'm talking to these dealer guys, it's not fair. Okay? Cecil Bullard: No. Lucas Underwood: The way they're treated is not fair, there's no doubt about it. Cecil Bullard: I'm sure there's a dealership or two out there- Yeah that do a really good job and treat their people very fairly. There's not enough. And there just aren't enough. Lucas Underwood: Yeah ... Cecil Bullard: every time I teach a service advisor class or a management class, I'll have somebody come up to me and they'll say, "Yeah, Cecil, I know that all sounds good, but my owner won't let me do X, Y, and Z." Yeah. "My owner won't. My owner won't won't follow the rules," et cetera. And I have a comment. Your owner sent you to me. I can't badmouth your owner. On the other hand, you have to decide what you're willing to work with and what you're not willing to work with. Lucas Underwood: Yeah. Cecil Bullard: And so if you're... what's the minimum level of, Acceptable ... of incompetence I'm willing- Yeah ... acceptable level of incompetence I'm willing to put up with? And if you are good at what you do, if you're a good service advisor, if you're a good tech, oh, my God- Get a job ... the sky's the limit right now, right? You can go to... I could send you to th- three different recruiting companies that would get you a fantastic job with great pay tomorrow, right? Yeah. And, Pay how Lucas Underwood: you wanna get paid. Cecil Bullard: Yeah. Lucas Underwood: In the environment- Cecil Bullard: Et cetera ... you Lucas Underwood: wanna be in. Cecil Bullard: And I would say, you know- The problem with flat rate and the problem with hourly there's problems on both sides of that. There is no pay plan that is perfect except a blended pay plan that allows for as they produce, as they do what they, you want them to, they can make more money. But the base- Yeah ... has got to be a substantial base. We know that from Maslow. If we're not able to- Yeah ... take care of our people and have them feel comfortable working for us, like they're gonna be able to pay the bills and once, maybe once a week get a steak or something then we're not taking care of our people properly. Lucas Underwood: Yeah. Cecil Bullard: And we're not charging what we need to charge to do that. Whatever that is, it has to be fixed, right? Lucas Underwood: Exactly. Cecil Bullard: You're- or we're gonna, or we're gonna not attract and keep good people in our industry. Lucas Underwood: Yeah. And, here's what I keep hearing is that, "Oh we've got these warranty times," and, "Hey, I don't get paid for going out. 'Hey, can you go out and check the tire pressure in this? Can you go out and read the codes in this? Can you go do this and go do that?' And it's not on the ticket anywhere, and I'm not... and like I'm compensated by flat rate, so you're basically stealing my time." And Cecil Bullard: that's not right. I would agree 100%. That's why you need- Yeah ... a good base, because if I ask you to, if you need to go help one of your fellow workers, I want you to be able to do that and not feel like you're getting punished, right? Yeah. Lucas Underwood: Yes. Cecil Bullard: And, a- and so pay plans is a whole nother it's another meeting, right? Lucas Underwood: Yeah. Cecil Bullard: It's another podcast. Lucas Underwood: It's a... I think that we all believe that we have to change this industry. Cecil Bullard: Yeah. Lucas Underwood: We have to make this industry different than what it's been. Your whole belief system is I have to make a change because I want this to be different when I leave it because of the efforts that I made, right? And I think we all feel that way. We want this industry to be better. And here's the thing that frustrates me the most, is that we've got to pull these people along with us. Yeah. So many of them are jaded. So many of them are aggravated. So many of them are frustrated. And so I'm saying, "Hey, we've got to work together and share a message that resonates with everybody, and we've got to move the industry." Because when David and I started the podcast, one of the discussions was is like, we weren't... "How are you guys gonna make a difference? You're not gonna reach that many people." And we said but if we reach one person and we made their life better and they got a little bit better, and maybe they could impact somebody else." If somebody doesn't take action, nothing ever changes. And I think that's where our industry has been stuck for so many years. And so I commend you for what you're doing with everything you're doing right now to genuinely make the change, not just talk about making the change, but genuinely make the change. Cecil Bullard: I got a limited time. I don't know what it is, the older I get, the shorter that window seems to be, and we're not there yet. We got a lot to do. Lucas Underwood: Yeah. And like- Cecil Bullard: And Andrew Andrews, you- if you wanna reach out to me I'd be more than happy to spend an hour and go through pay plans and systems because we have 'em, I have thousands of shops using them. They're fantastic. They're great. Yeah. Technicians make good money. Get the desired result. Yeah. Techs make great money, service advisors, the shop, et cetera. It's not the end of the world. So I... We got the five Cs, right? Yep. The the customer's concern, the confirmation of the concern, the cause, the cure, and the confirmation of the cure. So we- Yeah ... we did what we promised here. And if you guys need to You know, like I said the institute, we're here to help, and sometimes that's... We've got stuff online, we've got stuff on YouTube- Yep ... that you don't have to pay big money. We have we have gear4shops.com. We have, Yep Auto Academy. It's not always, "I gotta pay." Yeah. 100%. A lot of the stuff we do is let's help you, and maybe at some point you say, "Wow, they did a good job helping us, and so now we wanna- Yeah ... sign up for coaching," or whatever. Lucas Underwood: Yeah. And look, I'm gonna tell you, this data is good data for technicians too, okay? Yep. I see a lot of these guys going out and starting their own shops and they don't have any knowledge or any experience. Their dream's to start their own shop, and do this thing on their own, and show the world how to fix the industry by doing it themselves. And so I just wanna say hey, if you're a technician, go consume this data now, right? Even if you don't wanna- Yeah ... start a shop. Go- Cecil Bullard: yeah. Lucas Underwood: Well- Go learn about this right now ... Cecil Bullard: but understand how you're paid, and why you're paid, and how that works, and how what the shop charges, and how what you do makes a difference on that. Yeah. Because i- if you can't understand, then it's gonna be difficult for you, and you're never gonna make the kinda money that you wanna make. You're j- it's not gonna happen for Lucas Underwood: you. Amen. Cecil Bullard: So the more you know, the better prepared you'll be. Lucas Underwood: Amen. Amen. Cecil Bullard: I made a decision 1,000 years ago, when I started to be as, to get as much information and to just know much about this business as I could. Lucas Underwood: Yeah. Cecil Bullard: And it has paid off in spades for me. Lucas Underwood: Amen. Cecil Bullard: Just as a tech, as a service advisor, as an owner, as a consultant. That effort, that choice that I made, 35, 45 years ago- Lucas Underwood: Paid big dividends, didn't it? ... Cecil Bullard: changed everything, so- Lucas Underwood: Yep ... Cecil Bullard: do the same. Lucas Underwood: See- Thank you for being here. Yes, sir. Cecil Bullard: Love you, brother. You know that, right? Lucas Underwood: Love you, brother. Y'all be good- Yes, sir ... and we can't wait to see you at the next AMA. Cecil Bullard: Yes, sir.

Your Shop Might Be Driving Customers Away | Jessica Watkins - Ep 23
Consistency is key - heard that! But, consistency is HARD. That's why I gave up on trying and let the experts handle it. Detect Auto. Let them clean up your estimating process and raise your ARO - like they did for me! CLICK HERE TO BOOK A DEMOAnybody can run a shop. Building one that lasts? That's a whole different story. If you're ready to build smarter systems and a better experience for your team and customers, check out Tekmetric HEREIn this episode, Jessica Watkins tells Tonnika and Ash about her time in marketing and how she got into the automotive industry. They bring up the challenges women face, from working in shops without AC or clean bathrooms to building customer-centered businesses. Learn from the ladies on how shop owners can make their spaces more inviting for women and why curb appeal, safety, and clean facilities truly matter.Timestamps:00:00 When shops refuse to upgrade: The pain of paper tickets01:04 Is it hot in here? Real talk about shop air conditioning (or the lack of it!)02:04 Jessica’s origin story: Tripling sales & demanding more05:18 Why clean bathrooms and AC matter for customer (and staff!) happiness07:16 The surprising power of shop curb appeal10:22 Making the automotive industry friendlier for women12:10 How Ash built Golden Hour Garage to make shop life easier14:35 The little things that build trust and boost your brand17:50 Want higher prices? Start by raising your standards20:12 Why your marketing matters (and how not to suck at it)22:46 Nosy people are your next customers. Get visible!25:41 Safety first: Creating a shop environment everyone feels safe in28:40 What women notice that shop owners miss31:14 True service stories: When a shop loses a customer for good36:29 Why front counter greetings and clean lobbies can’t be ignored40:13 The secret to staff training and customer loyalty43:06 Confessions & how to encourage more women to join the shop life47:25 Lessons (and laughs) from real shop experiences54:00 How to connect with Jessica and get solutions for YOUR shop!