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Are You Reviewing Invoices and work orders?


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Are You Reviewing Invoices?

 

Every shop should have a workflow process; from scheduling, to customer write up, to car delivery. Each step of the process must be clearly defined and your service advisors and technicians must be held accountable to insure that the process is executed properly. All notes, upsells and additional parts should be documented properly on the technicians work order and transferred to the invoice. A review of all work orders after the work is complete must part of your overall quality control system.

 

Was all work performed and all parts accounted for? Are there any cores, returns or defects? Are all customer concerns being addressed? Are technician recommendations being communicated to the customer? Are recommendations and any unsold needed work being documented on the final invoice? Are technicians completing the required multipoint check list? Is there consistency in the process? These are just a few of things that need to be reviewed and corrections made. With each improvement you make in the process, you increase productivity, which results in more profits to the bottom line.

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