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Document Category: Service Advisors & Writers

Documents for service advisors for estimates, quotes, assignments, canned job kits, diagnostics, inspections, billing, appointments, scheduling, interviews.

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Parking Loaner Cars in the Shop Overnight – Policy and Procedures

Category

Service Advisors & Writers

Updated

July 23, 2023
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Parts: Pick-up or Wait for Delivery? – Policy and Procedure

Category

Service Advisors & Writers

Updated

July 2, 2023
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Getting Faster Authorizations

Category

Service Advisors & Writers

Updated

June 3, 2023

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Priority and Order of Tasks on a New RO

Category

Service Advisors & Writers

Updated

April 24, 2023

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Vehicle Arrival – Service Advisor Procedure

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Service Advisors & Writers

Updated

March 17, 2023

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Waiter Appointment Channel in Slack

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Service Advisors & Writers

Updated

February 12, 2023

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Preventing Price Confusion and Unhappy Customers – Policy

Category

Service Advisors & Writers

Updated

February 2, 2023

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After Hours / Night Drop / Early bird – Procedure

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Service Advisors & Writers

Updated

April 29, 2022

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Estimates and Recommendations Without Part Numbers Policy

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Service Advisors & Writers

Updated

April 6, 2022

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No Partial Repairs for Engine Performance Policy

Category

Service Advisors & Writers

Updated

December 19, 2021

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Customer Email Address Acquisition Procedure

Category

Service Advisors & Writers

Updated

November 7, 2021

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How Soon Can I Bring in my Car

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Service Advisors & Writers

Updated

September 20, 2021

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Waiting for Service – Customer Questions and Answers

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Service Advisors & Writers

Updated

May 9, 2021

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Service Advisor “Toolbox” Checklist

Category

Service Advisors & Writers

Updated

May 25, 2020

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Labor Claim RO and Invoice Procedure

Category

Service Advisors & Writers

Updated

February 13, 2020

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Service Advisor performance report card

Category

Service Advisors & Writers

Updated

January 2, 2020

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Overheating or Low Coolant Level Policy

Category

Service Advisors & Writers

Updated

January 22, 2019

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Fuel (Contaminated) Handling and Disposal – Billing Procedure

Category

Service Advisors & Writers

Updated

December 26, 2018

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Estimates / Quotes by Email Disclaimer

Category

Service Advisors & Writers

Updated

November 27, 2018

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Noise Diagnosis – Riding with Customers to Observe – Procedure

Category

Service Advisors & Writers

Updated

October 26, 2018

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Canned Job Kit Creation Instructions – Vehicle Specific

Category

Service Advisors & Writers

Updated

July 5, 2018

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How to Create an Inspection Results Video for Customers and Marketing

Category

Service Advisors & Writers

Updated

October 30, 2017

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Determining the Priority of Vehicles to be serviced

Category

Service Advisors & Writers

Updated

August 22, 2017

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Incentive System for Service Advisors for Getting Appointments

Category

Service Advisors & Writers

Updated

November 9, 2015

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Appointment Preparation Checklist

Category

Service Advisors & Writers

Updated

August 13, 2015

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