Appointment Preparation Checklist – Free Sample Form from Premium Member Area

[AdminKeymaster]

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: _____________________________________________

____________________________________________________

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