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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

 

 

 

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