Are you looking to excel in the auto repair industry? Understanding Auto Repair Invoice And Estimating is crucial for both aspiring mechanics and seasoned shop owners. At AUTO-REPAIR-TRAINING.EDU.VN, we provide the resources and knowledge you need to master these essential skills, along with insights into lucrative automotive technician career paths and effective strategies for opening your own auto repair shop. This guide offers a step-by-step approach to creating accurate estimates and invoices, ensuring customer satisfaction and business success, complemented by expert guidance on crafting a robust business plan and navigating ASE certification.
Contents
- 1. What is an Auto Repair Estimate?
- 1.1. When is an Estimate Required?
- 1.2. When is an Estimate Not Required?
- 1.3. What is Required in an Estimate?
- 1.4. Is Sales Tax Included in the Estimate?
- 1.5. Are Toxic Waste Disposal Costs Included in the Estimate?
- 1.6. Is the Labor Rate Included in the Estimate?
- 1.7. Can the Customer Be Charged for Shop Supplies?
- 1.8. If the Customer Requests the Return of Replaced Parts, Is It Included in the Estimate?
- 1.9. Are Core Charges on Parts Included in the Estimate?
- 1.10. Can Repairs Be Sublet? Who is Responsible for the Sublet Repairs?
- 1.11. Can Smog Check Inspections and/or Repairs Be Sublet?
- 2. What are Specialized Auto Repair Estimates?
- 2.1. When is a Tear Down Estimate Required?
- 2.2. What is Required in a Tear Down Estimate?
- 2.3. Is a Second Estimate Required After the Tear Down?
- 2.4. What is Required in a Smog Check Estimate?
- 2.5. What is Required in an Auto Body or Collision Repair Estimate?
- 2.6. What is Required in an Automatic Transmission Estimate?
- 2.7. What is Required in a Windshield Installation Estimate?
- 2.8. What is Required in an Automotive Air Conditioning Estimate?
- 3. What Constitutes Authorization for Auto Repair?
- 3.1. How is Authorization Obtained?
- 3.2. What is Required in a Work Order?
- 3.3. Can the Method of Repair or Parts Listed in the Work Order Be Changed?
- 3.4. What are Unusual Circumstances in Auto Repair?
- 3.5. How are Repairs Authorized Under Unusual Circumstances?
- 3.6. How are Additional Repairs Authorized?
- 3.7. Can the Customer Designate Another Person to Authorize Additional Repairs?
- 3.8. How is the Customer’s Designation Documented?
- 4. What is an Auto Repair Invoice?
- 4.1. When is the Invoice Provided to the Customer?
- 4.2. What is Required in an Invoice?
- 4.3. Is an Invoice Required for a No Charge or Warranty Repair?
- 4.4. Are Replaced Parts Required to Be Returned to the Customer?
- 4.5. Are Core Charges on Parts Included in the Invoice?
- 4.6. Can Common Industry-Recognized Acronyms Be Used When Describing Parts and Labor in the Estimate and Invoice?
- 4.7. If a Mobile Automotive Repair Business Holds Multiple Automotive Repair Dealer Registrations, Must All Registration Numbers Be Included in the Invoice?
- 4.8. Can a Lien Sale Be Conducted If the Customer Fails to Pay the Invoice?
- 4.9. What is Required in a Smog Check Invoice?
- 4.10. What is Required in an Automatic Transmission Invoice?
- 4.11. What is Required in a Windshield Installation Invoice?
- 4.12. What is Required in an Automotive Air Conditioning Invoice?
- 5. What Records Must be Maintained by an Auto Repair Dealer?
- 5.1. What Records Must Be Maintained by an Automotive Repair Dealer?
- 5.2. How Long Must Records Be Maintained?
- 5.3. Are Records Required to Have a Unique Identifier?
- 6. What Business Conduct is Expected of an Auto Repair Dealer?
- 6.1. What Business Conduct is Expected of Automotive Repair Dealers?
- 7. Frequently Asked Questions (FAQs) About Auto Repair Invoicing and Estimating
- Ready to Take the Next Step?
1. What is an Auto Repair Estimate?
An auto repair estimate is a detailed document, whether on paper or in electronic format, that provides a customer with the anticipated cost for parts and labor required to complete a specific repair job. It’s a cornerstone of transparent and trustworthy service. (BPC § 9884.9, CCR § 3352(a))
An estimate serves as a formal offer, outlining the scope of work and associated costs before any repairs begin. It protects both the customer and the auto repair shop by setting clear expectations. Let’s delve deeper into the nuances of creating accurate and comprehensive auto repair estimates.
1.1. When is an Estimate Required?
An estimate is generally required before an automotive repair dealer performs any repair work on a motor vehicle. (BPC § 9884.9)
Providing an estimate is not just a good practice; it’s often a legal requirement. This ensures customers are informed and can make educated decisions about their vehicle repairs. Now, let’s examine scenarios where estimates might not be mandatory.
1.2. When is an Estimate Not Required?
An estimate isn’t required if providing preventative maintenance services as defined in BPC § 9880.1(j) and the customer authorizes the service under the following conditions:
- The service is performed free of charge. (BPC § 9884.9(e)(1))
- The total price for parts and labor is clearly displayed or acknowledged by the customer. (BPC § 9884.9(e)(2))
Even when not legally required, offering an estimate for preventative maintenance can build trust and encourage repeat business. Next, let’s break down the essential components of a comprehensive auto repair estimate.
1.3. What is Required in an Estimate?
An estimate must include a detailed description of the specific repair job and the estimated price for all parts and labor involved. Each part must be listed as new unless explicitly identified as used, rebuilt, or reconditioned. (BPC § 9884.9, CCR § 3353(a))
Clarity and accuracy are paramount. A well-written estimate leaves no room for misunderstandings and demonstrates professionalism. Below, we address some common questions regarding specific charges on estimates.
1.4. Is Sales Tax Included in the Estimate?
No, sales tax is not included in the estimate but will be added to the final invoice. (BPC § 9884.8, CCR § 3356(c)(5))
1.5. Are Toxic Waste Disposal Costs Included in the Estimate?
Yes, charges for handling and disposal of toxic waste directly related to the repair job must be itemized separately on both the estimate and the invoice. The estimate and invoice must also include the automotive repair dealer’s Environmental Protection Agency identification number. (BPC §§ 9884.8, 9884.9(a), CCR § 3357)
Environmental responsibility is not only ethical but also a legal obligation. Transparency in these charges builds customer confidence. Let’s clarify whether labor rates need to be explicitly stated.
1.6. Is the Labor Rate Included in the Estimate?
The labor rate itself is not required to be included in the estimate or invoice. However, vehicle safety systems inspection stations must conspicuously post the price for inspections. Smog Check stations must post a list of prices for services and an hourly labor rate for repairs. (CCR §§ 3312.2(d), 3340.15(d))
1.7. Can the Customer Be Charged for Shop Supplies?
Charging for general shop supplies or miscellaneous parts is prohibited. Customers can only be charged for supplies directly used on their vehicle, and these must be itemized in the estimate and invoice. (BPC § 9884.9, CCR § 3356(g))
This policy ensures fairness and prevents hidden fees, contributing to a positive customer experience. Now, what about the return of replaced parts?
1.8. If the Customer Requests the Return of Replaced Parts, Is It Included in the Estimate?
Yes, if the customer requests the replaced parts at the time the estimate is authorized, it should be noted. (BPC § 9884.10, CCR §§ 3355, 3356(i))
1.9. Are Core Charges on Parts Included in the Estimate?
If a customer requests a replaced core part (like a battery) that is sold on an exchange basis, the core charge may be included in the estimate. Note that core charges on parts do not apply to parts replaced under warranty. (BPC § 9884.10, CCR §§ 3355, 3356(i))
1.10. Can Repairs Be Sublet? Who is Responsible for the Sublet Repairs?
Yes, repairs can be sublet with the customer’s consent. The estimate must include a statement of any sublet repair. The automotive repair dealer is responsible for all sublet repairs as if they performed them. At the customer’s request, the name and location of the sublet facility must be disclosed. (BPC §§ 9884.7(a)(9), 9884.9(b), CCR § 3353(d))
Transparency and accountability are crucial when subletting repairs. The customer needs to know who is working on their vehicle and who is ultimately responsible. Next, let’s examine whether Smog Check inspections can be sublet.
1.11. Can Smog Check Inspections and/or Repairs Be Sublet?
Smog Check inspections cannot be sublet. (CCR § 3340.15(h)) However, Smog Check stations performing repairs may sublet certain services:
- Exhaust systems: Repairs normally performed by muffler shops, provided the malfunction was diagnosed by the Smog Check station. (CCR § 3340.15(h)(1))
- Defective components: Repairs of components diagnosed as defective and removed by the Smog Check station. (CCR § 3340.15(h)(2))
- Diesel-powered vehicles: Repairs of diesel vehicles, with customer authorization. (CCR § 3340.15(h)(3))
- Transmissions: Repairs to a vehicle’s transmission, with customer authorization. (CCR § 3340.15(h)(4))
- On-board computer system software: Corrections to the vehicle’s on-board computer system software, provided that the malfunction has been previously diagnosed by the Smog Check station originally authorized by the customer to perform repairs to the vehicle. (CCR § 3340.15(h)(5))
Subletting Smog Check repairs requires adherence to specific regulations to maintain quality and accountability.
2. What are Specialized Auto Repair Estimates?
Certain repairs require specific estimate formats to ensure full transparency and compliance. Let’s explore some common specialized estimate types.
2.1. When is a Tear Down Estimate Required?
A tear down estimate is required before disassembling a vehicle or component for diagnostic purposes. (BPC § 9884.9, CCR § 3353(c))
Tear down estimates are essential when a thorough diagnosis requires disassembly, as they inform the customer of potential additional costs. Let’s delve into the specific requirements for these estimates.
2.2. What is Required in a Tear Down Estimate?
A tear down estimate must include the same information as a standard estimate, plus the following: (BPC § 9884.9, CCR § 3353)
- The cost of reassembling the vehicle or component (CCR § 3353(c)(1)(A))
- The cost of parts and labor to replace items normally destroyed during tear down, such as gaskets and seals (CCR § 3353(c)(1)(B))
- Notification that tear down might prevent restoring the vehicle to its original condition (CCR § 3353(c)(1)(C))
The maximum time is counted from the date of authorization of the tear down. (CCR § 3353(c)(1)(D))
Full disclosure is critical in tear down estimates to avoid surprises and maintain customer trust. Let’s address the need for a second estimate after the tear down process.
2.3. Is a Second Estimate Required After the Tear Down?
Yes. After the tear down, you must provide an itemized estimate for the parts and labor needed to repair the vehicle or component. Customer authorization is required before any further repairs or charges accrue. (BPC § 9884.9, CCR § 3353(c)(2))
If the customer declines repair or reassembly after a tear down, document that fact in the tear down invoice. (CCR §§ 3353(c)(3), 3356(h))
2.4. What is Required in a Smog Check Estimate?
A Smog Check estimate must include the same information as a standard estimate, plus the following: (BPC § 9884.9, CCR § 3353)
- A test-and-repair station must include a notice stating that the customer may choose another Smog Check station to perform needed repairs, installations, adjustments, or subsequent tests. (HSC § 44033(c))
- A test-and-repair station must disclose both orally and in writing in the estimate if the vehicle may be affected by any of the following conditions:
- The station does not have adequate equipment, personnel, tools, or reference materials to repair the vehicle, should the vehicle fail its inspection. (CCR § 3340.16.5(b)(1))
- The station, as a matter of policy, does not repair certain types, makes, or models of vehicles. (CCR § 3340.16.5(b)(2))
- The station, as a matter of policy, does not repair certain types of vehicle inspection failures (e.g., tailpipe, fuel evaporative system, readiness monitors, etc.). (CCR § 3340.16.5(b)(3))
2.5. What is Required in an Auto Body or Collision Repair Estimate?
An auto body or collision repair estimate must be itemized and contain the same information that is required in a standard estimate.
Each new replacement crash part listed must be a new OEM crash part unless specifically identified as a non-OEM aftermarket or used crash part. Descriptors like Opt-OEM, Alt-OEM, OEM-Surplus, Like Kind Quality, Quality Replacement Part, and similar designations do not satisfy this requirement. (BPC §§ 9884.8, 9884.9, CCR § 3353)
An estimate provided by an insurance company may be attached to and referenced in the automotive repair dealer’s estimate if it meets all applicable estimate requirements specified in BPC § 9884.9 and CCR § 3353.
2.6. What is Required in an Automatic Transmission Estimate?
An automatic transmission estimate must contain the same information that is required in a standard estimate. It also must include notification that a diagnostic check of an electronic control module cannot be completed due to the condition of the automatic transmission, if applicable. (BPC § 9884.9, CCR §§ 3353, 3361.1(a))
Using terms like exchanged, rebuilt, remanufactured, reconditioned, overhauled, or any expression of like meaning, to describe an automatic transmission in an estimate or invoice (or in any form of advertising), is permitted if all work specified in CCR § 3361.1(c) has been completed since the transmission was last used.
2.7. What is Required in a Windshield Installation Estimate?
A windshield installation estimate must contain the same information that is required in a standard estimate. It also must include whether the windshield is an OEM or non-OEM part and must notify the customer that installation of the windshield will prevent operation of the vehicle for a period of time. (BPC § 9884.9, CCR §§ 3353, 3365.1(c)(3))
2.8. What is Required in an Automotive Air Conditioning Estimate?
An automotive air conditioning estimate must contain the same information that is required in a standard estimate. (BPC § 9884.9, CCR § 3353)
When using terms like service, inspection, diagnosis, top off, performance check, or any expression of like meaning, to describe automotive air conditioning work in an estimate or invoice (or in any form of advertising), an automotive repair dealer must perform all procedures specified in CCR § 3366 as the accepted trade standards for air conditioning work.
3. What Constitutes Authorization for Auto Repair?
Authorization is the customer’s consent for a specific job, expressed as either:
- A written signature on the estimate authorizing a specific job (CCR § 3352(e)(1))
- A statement communicated either orally or electronically to the automotive repair dealer and documented on the estimate authorizing a specific job (CCR § 3352(e)(2))
Valid authorization is the green light to begin repairs. It protects the shop from disputes and ensures the customer is fully on board. Let’s explore the different ways authorization can be obtained.
3.1. How is Authorization Obtained?
All repairs must be authorized by the customer in written, oral, or electronic form. The authorization must be obtained and recorded on the estimate before beginning any repairs. The customer must be provided a copy of any document requiring their signature at the time of signing. (BPC § 9884.7(a)(3), CCR § 3353.1(a))
- Written authorization consists of the customer’s signature and the date the customer authorized the repairs. (CCR § 3353.1(b))
- Oral authorization consists of the date, time, name of the person authorizing the repairs, and telephone number called, if any. (CCR § 3353.1(c))
- Electronic authorization consists of the date, time, name of the person authorizing the repairs, and email address or phone number (text messaging) contacted, if any. (CCR § 3353.1(d))
Documents supplementing the estimate to obtain a customer’s authorization, including but not limited to a series of electronic communications, such as emails or texts, between the automotive repair dealer and the customer, shall be uniquely identified and maintained as part of the same transaction. (CCR § 3353.1(e))
3.2. What is Required in a Work Order?
A work order must contain the authorized estimate for a specific job, the repairs requested and authorized by the customer, and the vehicle’s odometer reading. (BPC § 9884.7(a)(2), CCR § 3352(b))
An automotive repair dealer engaged in mobile automotive repair must provide the customer a copy of the automotive repair dealer sign specified in CCR §§ 3351.3 and 3351.4 when providing a copy of the work order. (CCR §§ 3351.3, 3351.7.3(e))
3.3. Can the Method of Repair or Parts Listed in the Work Order Be Changed?
Yes, only if the customer authorizes the change in the method of repair or parts supplied prior to the change. (CCR § 3354(b))
3.4. What are Unusual Circumstances in Auto Repair?
Unusual circumstances are instances when the customer cannot deliver the vehicle to the automotive repair dealer for repairs during normal business hours or is not present when the vehicle is delivered. For example, the customer may have dropped off the vehicle at the facility before or after business hours and/or the vehicle may have been towed to the facility unaccompanied by the customer. (BPC § 9884.9, CCR § 3353.2)
Pursuant to Vehicle Code section 22651.07, an automotive repair dealer that also operates as a towing and/or storage service provider, must provide the customer an itemized invoice for those services. In addition, the customer’s authorization for towing services must be documented on a form separate from the estimate for any necessary repairs. Towing and/or storage service providers should refer to Division 11, Chapter 10, Article 1 of the Vehicle Code and Division 3, Part 4, Title 14, Chapter 6.5 of the Civil Code for applicable requirements related to reasonable fees.
3.5. How are Repairs Authorized Under Unusual Circumstances?
Before beginning any repairs, complete the following steps to obtain the customer’s authorization:
- Prepare an estimate. (CCR § 3353.2(a))
- Contact the customer by telephone, email, text, or other electronic means to provide all the information listed in the estimate and obtain the customer’s authorization. (CCR § 3353.2(b))
- Properly document the customer’s authorization on both the estimate and invoice. (CCR § 3353.2(c))
Authorization is required before beginning any repairs, even when a vehicle is dropped off before or after normal business hours along with a note requesting repairs to be performed. The note does not constitute authorization.
3.6. How are Additional Repairs Authorized?
Before beginning any additional repairs beyond the original estimate, or having any additional charges accrue, complete the following steps: (BPC § 9884.9, CCR §§ 3353.1, 3354(a))
- Prepare a revised work order that describes all additional parts and labor, provides the cost of all additional parts and labor, and includes the total revised cost.
- Contact the customer by phone, email, text, or other electronic means to provide all the information listed in the revised work order and obtain the customer’s authorization.
- Properly document the customer’s authorization on both the work order and invoice.
3.7. Can the Customer Designate Another Person to Authorize Additional Repairs?
Yes, the customer may designate another person to authorize any additional diagnosis, repairs, and/or parts at the time the initial authorization is provided. However, that person cannot be the automotive repair dealer, including an employee, agent, or person acting on their behalf, or an insurer involved in a claim involving repairs to the vehicle. (BPC § 9884.9(d), CCR § 3354(c)(2))
3.8. How is the Customer’s Designation Documented?
Document the following information on either the work order or on a separate form:
- The following title:
“DESIGNATION OF PERSON TO AUTHORIZE ADDITIONAL DIAGNOSIS, REPAIR, OR PARTS” (CCR § 3354(c)(1)(A)) - The following statement:
“I hereby designate the individual named below to authorize any additional work not specified or parts not included in the original estimate for parts and labor.” (CCR § 3354(c)(1)(B)) - The name of the designated person (CCR § 3354(c)(1)(C))
- The designated person’s contact information, such as telephone number and/or email address (CCR § 3354(c)(1)(D))
- The customer’s signature (CCR § 3354(c)(1)(E))
- The date of signing (CCR § 3354(c)(1)(F))
- The work order number (CCR § 3354(c)(1)(G))
4. What is an Auto Repair Invoice?
An invoice is a document, either paper or electronic, provided to the customer upon completion of all repairs, detailing the final price for parts and labor. (BPC § 9884.8, CCR § 3352(c))
The invoice is the final record of the transaction. Accuracy and completeness are crucial for customer satisfaction and legal compliance. Let’s explore the key components of an auto repair invoice.
4.1. When is the Invoice Provided to the Customer?
The invoice is provided to the customer upon completion of all repairs for a specific job, including any preventative maintenance services as defined in BPC § 9880.1(j). (BPC § 9884.8, CCR § 3356)
4.2. What is Required in an Invoice?
An invoice must contain the following:
- Automotive repair dealer information: The automotive repair dealer registration number and the corresponding business name and address as shown in BAR’s records. (CCR § 3356(b))
- Parts and labor:
- An itemized list of all services and repairs performed and the prices for each. Include any diagnosis, warranty repairs, or repairs performed at no charge. (BPC § 9884.8, CCR § 3356(c)(1))
- An itemized list of each part supplied. List each part in common terms so that the customer can understand what they purchased and the price of the part. State if each part is new, used, reconditioned, rebuilt, and whether any crash parts are OEM or non-OEM aftermarket. (BPC § 9884.8, CCR § 3356(c)(2))
A part kit may be listed as a single part if the brand name and corresponding part number is also provided. (CCR § 3356(c)(2)) - Replaced parts that cannot be returned to the customer, if applicable. (CCR §§ 3355(c)(1)(B), 3356(i))
- Prices/costs:
- The subtotal price for all service and repair work performed. (BPC § 9884.8, CCR § 3356(c)(3))
- The subtotal price for all parts supplied, not including sales tax. (BPC § 9884.8, CCR § 3356(c)(4))
- The sales tax, if applicable. (BPC § 9884.8, CCR § 3356(c)(5))
- The toxic waste fee charged, if any, as stated on the original estimate and the automotive repair dealer’s Environmental Protection Agency number. (CCR § 3357)
- The total cost for all service and repair work, parts supplied, and applicable sales tax. (BPC § 9884.8, CCR § 3356(c)(6))
Separate billing in an invoice for items generically noted as shop supplies, miscellaneous parts, fees for electronic communication with the Smog Check database, and the like, is prohibited. (CCR § 3356(g))
- Authorization:
- The customer’s declination of repair or reassembly after tear down, if applicable. (CCR §§ 3353(c)(3), 3356(h))
- If customer authorization was provided under unusual circumstances, include the date and time of the authorization of the estimate, the name of the person who gave the authorization, and the telephone number or email address contacted to obtain the authorization. (BPC § 9884.8, CCR § 3356(d))
- If additional authorization was provided either orally or electronically, include the date and time of the additional authorization, the name of the person who authorized the additional repairs, the telephone number or email address contacted to obtain the additional repairs, a description of all additional parts and labor, the cost for additional parts and labor, and the total price for all repairs. (BPC § 9884.8, CCR § 3356(e))
Instead of detailing additional oral authorization on the invoice, the automotive repair dealer may obtain the customer’s signature or initials on an Acknowledgement of Notice and Consent, which must include the language below. When using the Acknowledgement of Notice and Consent, any revisions to the original estimate must be documented on the work order. (BPC § 9884.9(a)(2), CCR § 3356(e)(2))
“I acknowledge notice of oral approval of an increase in the original estimated price.”
4.3. Is an Invoice Required for a No Charge or Warranty Repair?
Yes, all parts supplied and all repairs performed by an automotive repair dealer, including all preventative maintenance services performed, any repairs performed at no charge, warranty repairs, and repairs paid for by the customer’s insurance company, must be recorded in an invoice provided to the customer. (BPC § 9884.8, CCR § 3356)
4.4. Are Replaced Parts Required to Be Returned to the Customer?
Yes, if requested by the customer at the time the estimate is authorized. However, core parts (such as a battery) that are sold on an exchange basis or parts that must be returned to the supplier under warranty are not required to be returned to the customer. In these circumstances, the customer must be offered the opportunity to inspect the replaced parts. Any replaced parts that cannot be returned to the customer must be recorded on the invoice. (BPC § 9884.10, CCR §§ 3355, 3356(i))
4.5. Are Core Charges on Parts Included in the Invoice?
If a customer requests a replaced core part (such as a battery) that is sold on an exchange basis, the core charge may be included in the invoice. Note that core charges on parts do not apply to parts replaced under a warranty, which must be returned to the manufacturer. (BPC § 9884.10, CCR §§ 3355, 3356(i))
4.6. Can Common Industry-Recognized Acronyms Be Used When Describing Parts and Labor in the Estimate and Invoice?
No, an estimate and invoice should itemize and describe all parts and labor for a specific job in a manner that the customer can easily understand what was purchased. The customer is not likely to understand that R&R means Remove and Replace, or that a TPS is a Throttle Position Sensor. (BPC §§ 9884.8, 9884.9, CCR §§ 3353, 3356)
4.7. If a Mobile Automotive Repair Business Holds Multiple Automotive Repair Dealer Registrations, Must All Registration Numbers Be Included in the Invoice?
No, only the automotive repair dealer registration number tied to the vehicle engaged in the specific job is required to be listed in the invoice. (CCR § 3356(b))
4.8. Can a Lien Sale Be Conducted If the Customer Fails to Pay the Invoice?
Yes, an automotive repair dealer may conduct a lien sale on a vehicle when the customer fails to pay the authorized cost for parts and labor. All invoice requirements must have been met to satisfy the lien sale, as required by Civil Code section 3068(a). (BPC § 9884.16)
Refer to Division 3, Part 4, Title 14, Chapter 6.5 of the Civil Code and www.dmv.ca.gov for applicable requirements related to lien sales.
4.9. What is Required in a Smog Check Invoice?
A Smog Check invoice must contain the same information that is required in a standard invoice. A copy of the Vehicle Inspection Report must be attached to the customer’s invoice. (BPC § 9884.8, CCR §§ 3340.41(a), 3356)
4.10. What is Required in an Automatic Transmission Invoice?
An automatic transmission invoice must contain the same information that is required in a standard invoice. (BPC § 9884.8, CCR § 3356)
Using terms like exchanged, rebuilt, remanufactured, reconditioned, overhauled, or any expression of like meaning, to describe an automatic transmission in an estimate or invoice (or in any form of advertising), is permitted if all work specified in CCR § 3361.1(c) has been completed since the transmission was last used.
4.11. What is Required in a Windshield Installation Invoice?
A windshield installation invoice must contain the same information that is required in a standard invoice. It also must include the cure time, the date and time upon which the installation was completed, and whether the windshield is an OEM part or a non-OEM part. (BPC § 9884.8, CCR §§ 3356, 3365.1(c)(4))
4.12. What is Required in an Automotive Air Conditioning Invoice?
An automotive air conditioning invoice must contain the same information that is required in a standard invoice. It also must include the high and low side system operating pressures, as applicable, and the center air distribution outlet temperature. (BPC § 9884.8, CCR §§ 3356, 3366(a)(15), 3366(a)(16))
When using terms like service, inspection, diagnosis, top off, performance check, or any expression of like meaning, to describe automotive air conditioning work in an estimate or invoice (or in any form of advertising), an automotive repair dealer must perform all procedures specified in CCR § 3366 as the accepted trade standards for air conditioning work.
5. What Records Must be Maintained by an Auto Repair Dealer?
Maintaining accurate records is not just good business practice; it’s a legal requirement. Proper record-keeping protects your business and ensures compliance.
5.1. What Records Must Be Maintained by an Automotive Repair Dealer?
The following records must be maintained in either written or electronic form:
- All invoices (BPC § 9884.11, CCR § 3358(a))
- All estimates, including all records, such as emails or texts, created to obtain the customer’s authorization (BPC § 9884.11, CCR § 3358(b))
- All work orders, including all records supplementing the work order created to obtain additional authorization from the customer for any additional repairs estimated. (BPC § 9884.11, CCR § 3358(c))
If storing items electronically, remember to scan all documents that include a customer’s signature.
5.2. How Long Must Records Be Maintained?
Records must be maintained for at least three years and shall be open for reasonable inspection and/or reproduction by BAR during normal business hours. (BPC § 9884.11, CCR §§ 3340.15(e), 3358(d))
5.3. Are Records Required to Have a Unique Identifier?
Yes, all records associated with a specific transaction must have a unique identifier linking the records to that specific transaction. (CCR § 3358(e))
6. What Business Conduct is Expected of an Auto Repair Dealer?
Maintaining ethical business conduct is essential for building a reputable auto repair business. Violations can lead to serious consequences, including the loss of your registration.
6.1. What Business Conduct is Expected of Automotive Repair Dealers?
Automotive repair dealers are reminded that a registration may be denied, suspended, revoked, or placed on probation for acts or omissions related to business conduct including, but not limited to, the following: (BPC §§ 490, 9884.7)
- Making untrue or misleading statements
- Allowing a customer to sign a work order that does not state the repairs requested or the odometer reading
- Failing to give a customer a copy of a signed document
- Fraud
- Gross negligence
- Failure to comply with the Automotive Repair Act or related regulations
- Willful departure from, or disregard of accepted trade standards for good and workmanlike repair
- Making false promises to get a customer to authorize a vehicle repair or service
- Having repairs done by someone else without the knowledge or consent of the customer (unless documented that the customer cannot reasonably be notified)
- Conviction of a violation of Penal Code section 551 (fraudulent acts)
- Conviction of any crime substantially related to the qualifications of an automotive repair dealer
7. Frequently Asked Questions (FAQs) About Auto Repair Invoicing and Estimating
Here are some common questions related to auto repair invoicing and estimating:
Q1: What are the key differences between an estimate and an invoice in auto repair?
An estimate is a preliminary document outlining the expected costs of repair, while an invoice is the final bill reflecting the actual costs incurred.
Q2: How do I choose the right mechanic school or training program?
Research accredited programs, consider the curriculum, check for industry certifications (like ASE), and visit the facilities. AUTO-REPAIR-TRAINING.EDU.VN can help you find suitable programs.
Q3: What are the typical startup costs for opening an auto repair shop?
Costs vary, but generally include rent, equipment, tools, licenses, insurance, and initial marketing expenses. A detailed business plan is crucial.
Q4: What is the earning potential for an automotive technician?
Entry-level technicians may start at lower wages, but experienced and certified technicians can earn significantly more. According to the U.S. Bureau of Labor Statistics, the median annual wage for automotive service technicians and mechanics was $46,830 in May 2021.
Q5: What are some common challenges faced by auto repair shop owners?
Competition, rising costs, finding skilled technicians, and keeping up with technology are common challenges.
Q6: What certifications are most valuable in the auto repair industry?
ASE (Automotive Service Excellence) certifications are highly recognized and respected, demonstrating competence in various areas of auto repair.
Q7: How can I create a business plan for my auto repair shop?
Include an executive summary, company description, market analysis, service offerings, marketing and sales strategy, financial projections, and management team details.
Q8: What legal requirements must I meet to open an auto repair shop?
Requirements vary by location, but typically include business licenses, permits, zoning compliance, and adherence to environmental regulations.
Q9: How do I handle disputes with customers over repair costs?
Maintain clear communication, provide detailed estimates and invoices, and be willing to negotiate. Document everything and consider mediation if necessary.
Q10: What are some strategies for marketing my auto repair shop?
Online marketing (website, SEO, social media), local advertising, customer referrals, and community involvement are effective strategies.
Ready to Take the Next Step?
Mastering auto repair invoice and estimating is essential for success in the automotive industry. Whether you’re seeking comprehensive auto repair training, guidance on mechanic school selection, or expert advice on opening your own auto repair shop, AUTO-REPAIR-TRAINING.EDU.VN is your trusted partner.
Contact us today to explore our programs and resources. Our team is ready to help you achieve your career goals.
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