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  • Appointment Preparation Checklist – Free Sample Form from Premium Member Area

    Posted by AMN Admin on November 9, 2018 at 11:29 am
    Customer __________________ Vehicle ___________________
    Date ______________________ Advisor ___________________
    
    _____ Customer information completed
          Name Address Email Phone Source
    
    _____ Service details entered
          Instructions Notes Services Checklists
    
    _____ Parts handled (sold and likely to be sold)
          Ordered Arrived In stock
    
    _____ Transportation arranged (when required)
          Loaner Rental Shuttle Pick-up / deliver
    
    _____ Tech needs to ride with customer noted (when required)
          Noise Intermittent Comeback Drivability
    
    _____ Previous recommendations noted
    
    _____ Scheduled maintenance due researched and noted
    
    _____ Technician assigned (when known)
    
    _____ Bay assigned (when known)
    
    _____ Customer special notes reviewed
    
    _____ Vehicle special notes reviewed
    
    Notes: _____________________________________________
    
    ____________________________________________________

    #autoshopmangagementforms

    Copyright © 2018 Automotive Management Network

    AMN Admin replied 3 years, 7 months ago 1 Member · 0 Replies
  • 0 Replies
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