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

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Parts Pricing – Guide

Phone Estimate Request Procedure – Form

Preventive Maintenance Scorecard – Handout

R.O. / Invoice Completion – Checklist

Recommendations To Do List – Form / Handout

Repair Difficulty Levels for Tech Assignments – Guide

Scheduling the Next Appointment – Procedure

Scheduling: Estimated Hours to Reserve – Guide

Selling Estimated Services – Guide

Service Advisor “Toolbox” Checklist

Service Advisor Job – Guidelines

Service Advisor performance report card

Service Advisor Priorities – Guidelines

Service Advisor Tasks (Daily) – Checklist

Service Advisor Tasks (Daily) – Checklist 2

Transmission Maintenance Three levels – Menu

Tune-up Maintenance Three levels – Menu

Waiting for Service – Customer Questions and Answers

Walk Around Write-up on Vehicle Arrival – Form

Warranties – Samples