Repair Order Workflow Overview for Service Writers

The videos below are will go over the repair order journey, from writing up your customer, to closing out the repair order. 

Topics Covered:

• Writing Up the Customer
• Performing the Digital Vehicle Inspection
• Building the Estimate
• Ordering Parts for Approved Work
• Performing the Work 
• Checking Out the Customer

Writing Up the Customer:

Performing the Digital Vehicle Inspection:

Quoting the Customer:

Ordering Parts for Approved Work:

Performing Work on the Vehicle:

Check Out the Customer:

Tip:

We recommend requiring employees to enter the vehicle odometer information on the repair order. Your customer will be able to find it easily on their invoice, or if they call in the future asking when and what mileage work was done. Odometer measurements are also required to track warranty parts and their failures. Similarly, it’ll be needed tracking certain services based on mileage recommendations or promoting reminders.

Also, having the odometer information is beneficial for your customers if they ever want to sell their vehicle and show the potential buyer accurate repair information of what service(s) were done, when and what mileage