AUTO REPAIR SHOP CUSTOMER FOLLOW-UP CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- REPAIR COMPLETION & VEHICLE RELEASE ---
[ ] Vehicle Ready Time
[ ] Technician Vehicle Inspection Signature
[ ] Vehicle Condition Upon Release (Excellent, Good, Fair, Needs Attention)
[ ] Odometer Reading (Release)
[ ] Key Handover Notes
[ ] Release Instructions for Customer (if applicable)
[ ] Release Date

--- CUSTOMER COMMUNICATION & EXPLANATION ---
[ ] Explanation of Repairs Performed
[ ] Total Labor Hours Explained
[ ] Parts Cost Breakdown Explained
[ ] Customer Understanding Level (Fully Understands, Mostly Understands, Needs Further Explanation, Doesn’t Understand)
[ ] Notes on Customer Concerns/Questions
[ ] Authorization Received (Repair Cost) (Yes (Written), Yes (Verbal), Pending Authorization)

--- WARRANTY INFORMATION & DOCUMENTATION ---
[ ] Warranty Claim Number
[ ] Detailed Description of Work Under Warranty
[ ] Mileage at Time of Repair
[ ] Date of Original Warranty Start
[ ] Upload Original Warranty Documents
[ ] Warranty Type (e.g., Bumper-to-Bumper, Powertrain) (Bumper-to-Bumper, Powertrain, Limited, Other)
[ ] Notes Regarding Warranty Coverage

--- PAYMENT PROCESSING & INVOICING ---
[ ] Invoice Number
[ ] Subtotal
[ ] Tax Amount
[ ] Total Amount Due
[ ] Payment Method (Cash, Credit Card, Debit Card, Check, Online Payment)
[ ] Payment Notes (if applicable)
[ ] Payment Date
[ ] Customer Signature (if applicable)

--- FEEDBACK & REVIEW REQUEST ---
[ ] Did the customer express overall satisfaction? (Yes, No, Neutral)
[ ] Customer comments regarding their experience:
[ ] Were they asked to leave a Google Review? (Yes, No)
[ ] Were they asked to leave a Facebook Review? (Yes, No)
[ ] Which review platforms were offered? (Google, Facebook, Yelp, Other)
[ ] Review Platform URL (if provided)

--- SERVICE RECORD UPDATES ---
[ ] Service Date
[ ] Description of Services Performed
[ ] Mileage at Service
[ ] Parts Replaced (List)
[ ] Labor Hours
[ ] Technician Performed Service (Technician 1, Technician 2, Technician 3)

--- FOLLOW-UP COMMUNICATION (FUTURE SERVICE) ---
[ ] Next Service Reminder Date
[ ] Preferred Contact Method (Phone, Email, Text Message)
[ ] Notes Regarding Future Service Needs
[ ] Mileage at Next Service (Estimated)
[ ] Type of Future Service Anticipated (Oil Change, Tire Rotation, Brake Inspection, General Maintenance)

--- CUSTOMER SATISFACTION SURVEY ---
[ ] Overall, how satisfied were you with the service you received? (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)
[ ] On a scale of 1-10 (1 being very slow, 10 being very fast), how would you rate the speed of our service?
[ ] How would you rate the clarity of the explanations provided by our team? (Excellent, Good, Fair, Poor)
[ ] What did we do well?
[ ] How could we improve?
[ ] Would you recommend our shop to a friend or family member? (Yes, No, Maybe)

--- END OF TEMPLATE ---
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