Mastering the Art of Client Management with Shop Management Software

Client management is more than just keeping a list of customer contacts. Well, this is technically a part of it but proper client management is also about nurturing relationships and streamlining service delivery for peak satisfaction and profitability. Without a doubt, mastering how to manage your customers is vitally important and below, we’ll explore practical methods and review how ARI’s shop management software can revolutionize your approach to client management.

 

Why Excellent Client Management Matters

The difference between a one-time customer and a lifelong patron is namely the excellent client management. This means detailed records, timely follow-ups, and systematic handling of customer needs. All of these contribute to providing a more personalized service leading to building a trusty relationship with your customers.

 

ARI’s Shop Management Software: The Game-Changer

ARI provides the perfect solution that pushes ordinary client management to the next level. It offers a broad range of features that include everything from important contacts to advanced client sorting, addressing many auto shop challenges. You can check out ARI’s client management feature and start with a free account.

 

Clients and Easy Management

Imagine a tool where every new client is a welcome boost to your auto shop portfolio and it never gets too crowded. ARI is breaking away from constraints that may inhibit growth with its user-friendly interface that’s as intuitive as it is powerful.

Seamless Import of Contacts

If you already have a huge database of customers, ARI will make it easy for you as gone are the days of manual data entry which often leads to errors and failures. ARI’s contact important feature ensures accuracy, helps avoid duplications, and saves precious time that you can better invest in other aspects of your business.

Address Recognition for Mobile Services

If your auto shop provides mobile services or you are just looking for ways to speed up your billing processes, ARI’s address recognition function automatically captures current customer addresses. This not only speeds up the process but also reduces manual input errors.

Advanced Search Functions

It’s important not to let managing your clientele become cumbersome as it grows and this is where ARI’s search functionality comes in. Along with sorting and filtering capabilities that remember user preferences – navigating and managing customers is as easy as a breeze.

Labeling: The Organization Lifesaver

Stay organized with custom labels for clients which allows you to categorize based on types of vehicles, service preferences, or any system that enhances your operational efficiency. These labels help pinpoint information in an ever-expanding database effortlessly.

Invoicing Made Easy with Billing Statements

Generate transparent and comprehensive billing statements on the go using ARI’s invoicing capabilities. Clear documentation not only keeps finances orderly but also strengthens customer trust by providing detailed accounts of services rendered.

QuickBooks Sync for Streamlined Accounting

ARI integrates with QuickBooks – an accounting software crucial for financial management. This eliminates the need for double entries by syncing clients between ARI and QuickBooks smoothly, maintaining financial consistency across both platforms.

 

ARI Ensures Easy Daily Operations

Automating client management tasks with the above features makes more room for proactive business operations. Having such a centralized system simplifies cross-functional activities between team members.

Despite a common misbelief that technology interferes with personal touch, ARI’s end goal always circles back to delivering that humanized service experience – understanding customers’ unique needs and exceeding their expectations. Using a client database app is the right way of providing a personalized service to each client at any time.

Embrace technology’s role in advancing your ability to manage clients effectively – it’s an investment into your shop’s future success and sustainability. Also, you can try out a demo version of ARI’s shop management software for free and see in firsthand how it can benefit you!

Get Paid with Square Terminal & POS App (BETA)

If you already use Square for online payments through ARI, you know the convenience of having invoices paid automatically. But what about the customer standing right in front of you? Previously, taking a card payment meant using a separate system and manually updating ARI later. That’s double the work and

Repair cost estimation from in ARI's client portal
Introducing Our AI Cost Estimator

Introducing the AI Cost Estimator: Turn “Sticker Shock” into Booked Appointments One of the hardest parts of being a service advisor is breaking the news to a customer who has no idea what a repair actually costs. We are excited to announce the AI Cost Estimator—a powerful new tool available

Our New Purchase Order Workflow

Master Your Inventory with ARI’s Purchase Orders Running low on parts in the middle of a busy week can bring your shop to a standstill. If you can save the time drain of endless calls, manual tracking, and chaotic orders, you will see your productivity ramp up. With the new

Expense tracking illustration
Introducing Expense Tracking in the Client Portal

Your Client Portal Just Got Smarter: Introducing Expense Tracking for Vehicle Owners Keeping customers engaged between visits is one of the biggest hurdles in the auto repair industry. That’s why we’re constantly innovating to make the ARI Client Portal more valuable—not just for your shop, but for the vehicle owners

account mapping in ARI's QuickBooks integration
Easier Accounting with our All-New QuickBooks Integration

A Game-Changing Update for Auto Repair Shop Accounting We are thrilled to announce a comprehensive overhaul of the ARI QuickBooks integration. For shop owners, accounting is often the most tedious part of the day. And we changed that for your convenience. We’ve updated the integration to an intelligent, synchronous financial

ARI shops interactive leads map
Introducing Leads and ARI Shops

Get Discovered by Local Customers: Introducing “Leads” & ARI Shops Your shop is about to become visible to thousands of customers looking for trusted local mechanics—and it won’t cost you a dime. Marketing an auto repair shop usually comes with a painful trade-off: You either spend big on ads, or

Client Management

Add clients, vehicles & all the details that are relevant to them

Vehicle Management

Create detailed inspections with checklists, damage reports

Inventory Management

Manage your parts, tires, business assets, and all other important items.

Job Cards

Track labor progress, start & stop work clocks, approve & deny services.

Estimates

Create professional quotes for your auto repair clients

Invoices

Generate professional invoices for your auto shop’s clients

Inspections

Generate damage reports & attach pictures to your auto inspections

Appointments

Let your clients book your services online from the comfort of their home

Service Reminders

Earn return customers by reminding them when service is due

Accounting

Create purchase orders, track your expenses, and monitor your profits

OBD Scanner

Read Engine Error Codes with ARI monitor car’s parameters live

Reports & Stats

Reports for your business performance & export the data

Payments

Never miss a payment keep an eye on your invoice billing process

Marketing

Reach your core customers & market business across different channels

Vendors

Manage vendors, partners & orders for a streamlined repair experience

Time Tracking

Monitor and label the activity of multiple employees

Payment Processing

Receive payments on your Online Invoices with the world’s most renowned payment networks

Parts Ordering with
PartsTech

Order parts easily with PartsTech and ARI! Smooth and reliable parts procurement process.

M1 Labor Guides and
Estimates

Every mechanic benefits from quality Repair Guides and Car Repair Estimates.

Vehicle History with
CarFax

Get Service History Instantly. Decode VINs and Plates with Accurate Data from a Leading Supplier.

Car Diagnose with
CarMD

Get Diagnostic & Maintenance Info. Access Diagnosis, Solutions, and Problem Predictions.

Accounting with
QuickBooks

Sync ARI invoices to QuickBooks Online. Manage customers and inventory.

AI Labor
Guides

Get detailed labor guides, labor times, and estimates from the world's first AI labor guides system.

POS Terminal from 360Payments

Process In-Person Payments On The Spot. Geared towards auto repair businesses.

Customer Financing With Wisetack

ARI has partnered with Wisetack to offer your clients extra payment options for auto repair services.

Get Started

A complete guide to setting up and running your auto repair business

Client Portal

ARI’s client portal lets clients easily stay informed when they visit you

Multiple Users

How to add multiple users to your ARI Profile

Update ARI

You must ensure you keep your app updated all the time

Profile Setup

ARI offers features and settings tailored for auto repair services

Blog

Welcome to ARI's blog for updates, articles, and guides

ARI Awards

Here are our most notable achievements over the years.

Online Documents

Get the most out of your client management with our online documents

ARI Demo

Test the features and see if it’s the right fit for you

ARI Videos

Welcome To ARI's Official Video Library

ARI Affiliate Program

Earn rewards and ARI credits by referring our app to friends