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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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I personally have used Alldata and TABS AutoBiz. Currently use TABS and once you pay for it, you own it. However, I have seen Alldata change their pricing structure from when I used to have it. It actually would cost me the exact same to have Alldata Online (labor guide) and the Alldata's shop management system. I know many others use Mitchell as well as RO Writer. Take a look and most companies will offer a demo. That way you can play with it and find one you like.

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  • Have you checked out Joe's Latest Blog?

         13 comments
      Most shop owners would agree that the independent auto repair industry has been too cheap for too long regarding its pricing and labor rates. However, can we keep raising our labor rates and prices until we achieve the profit we desire and need? Is it that simple?
      The first step in achieving your required gross and net profit is understanding your numbers and establishing the correct labor and part margins. The next step is to find your business's inefficiencies that impact high production levels.
      Here are a few things to consider. First, do you have the workflow processes in place that is conducive to high production? What about your shop layout? Do you have all the right tools and equipment? Do you have a continuous training program in place? Are technicians waiting to use a particular scanner or waiting to access information from the shop's workstation computer?
      And lastly, are all the estimates written correctly? Is the labor correct for each job? Are you allowing extra time for rust, older vehicles, labor jobs with no parts included, and the fact that many published labor times are wrong? Let's not forget that perhaps the most significant labor loss is not charging enough labor time for testing, electrical work, and other complicated repairs.  
      Once you have determined the correct labor rate and pricing, review your entire operation. Then, tighten up on all those labor leaks and inefficiencies. Improving production and paying close attention to the labor on each job will add much-needed dollars to your bottom line.
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