Ready-to-use standard operating procedures to bring consistency and professionalism to your shop. Check off items as you implement them.
0/7 complete
Greet customer and collect contact info
Name, phone, email, preferred contact method
Record vehicle details
Year, make, model, mileage, VIN, license plate
Document customer complaint verbatim
Write exactly what the customer says — avoid interpreting
Perform walkaround inspection
Note existing damage, tire condition, fluid leaks, warning lights
Take photos of vehicle condition
At minimum: all 4 sides, dashboard, any pre-existing damage
Get signed authorization
Diagnostic approval with estimated cost and time
Assign bay and technician
Route to the right tech based on skill and capacity
Digital intake forms, automated work orders, parts ordering, and one-click invoicing — all built into one platform.