Shop forms

[Exclusive Auto Care]

I have a Customer Information form that my customers fill out before we can work in their vehicle. The form includes simple questions such as name, address and phone numbers, with a detail brief description about our policies. A signature is required for us to work on their cars.

 

My problem starts when the vehicle enters the shop. I (receptionist) fill out the vehicle information such as, year, make, model, mileage, vin and license plates. My husband diagnoses the vehicle and gives the job to a mechanic. Everything is done verbally. I would like to generate a form of some sort where they (mechanics) can fill out for themselves. I believe that is more convenient for me for them to fill the vehicle information. The form should include the diagnostic, parts that need to be order, notes and recommendations. That way they would just come in hand me the form and I can order parts needed. I think it would also help me to be aware as to what they did, and is wrong with a customers car. That way I can explain or give a little detail to customer about what was done.

 

We are currently using a Employee Work Order form that I have created on Microsoft work. Im not sure this form is working for what I have intended it for.

 

Any advice will help.

 

What else should the form include? What outline could I use for my employees to understand it?

 

Thank you

Zulma

 

 

 

[mspecperformance]

You have to develop a system that becomes a routine. Suggestions don't work so well trust me I know haha.

[Exclusive Auto Care]

You have to develop a system that becomes a routine. Suggestions don't work so well trust me I k

Ill try to develop something. Thank you

[ATSAutomotive]

I assume everything in your shop is written, including invoicing?

[Exclusive Auto Care]

Yes. I used Labor guide for the invoices and keep a copy for our records. I keep that copy with the customer Information form plus any parts that were order with the same ticket.

[ATSAutomotive]

Definitely look in to getting a shop management system. It will save you time and money. You will be able to upload that pricing matrix and as soon as you enter a parts cost, it automatically calculates what to sell it for. Among a TON of other features.

[Exclusive Auto Care]

Which management system do you recommend?

[ATSAutomotive]

I personally have used Alldata and TABS AutoBiz. Currently use TABS and once you pay for it, you own it. However, I have seen Alldata change their pricing structure from when I used to have it. It actually would cost me the exact same to have Alldata Online (labor guide) and the Alldata's shop management system. I know many others use Mitchell as well as RO Writer. Take a look and most companies will offer a demo. That way you can play with it and find one you like.