I think the sw should get all info off vehicle and from customer inspect car, lube sticker, wipers etc while creating the tech sheet. He needs to see the odometer, warning lights, etc before creating the worksheet. It should be the techs job to road test etc. At least thats how I do it. The tech does not deal with customer unless it requires a ride along for a noise 99% of communication is done by sw so it can be noted.