AUTO REPAIR SHOP CUSTOMER SERVICE CHECKLIST TEMPLATE

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


--- GREETING & INITIAL CONTACT ---
[ ] Time of Customer Arrival
[ ] Greeting Method (In-Person, Phone, Online Form)
[ ] Customer Name
[ ] Vehicle Year, Make, and Model
[ ] Initial Contact Personality (Friendly & Welcoming, Professional & Efficient, Other)
[ ] Brief Summary of Customer's Initial Concern

--- NEEDS ASSESSMENT & EXPLANATION ---
[ ] Customer Description of Vehicle Issue
[ ] Possible Issue Categories (Select All That Apply) (Engine, Transmission, Brakes, Suspension, Electrical, HVAC, Body/Paint, Other)
[ ] Customer Urgency Level (High, Medium, Low)
[ ] Technician's Initial Assessment Notes
[ ] Estimated Mileage

--- ESTIMATE & APPROVAL ---
[ ] Estimated Labor Hours
[ ] Estimated Parts Cost
[ ] Estimated Sublet Cost
[ ] Warranty Coverage (if applicable) (None, Limited Warranty, Extended Warranty)
[ ] Detailed Description of Work to be Performed
[ ] Customer Approval Method (Verbal, Email, Signed Copy)
[ ] Estimate Approval Date

--- SERVICE PROCESS COMMUNICATION ---
[ ] Scheduled Update Time
[ ] Last Contact Time
[ ] Communication Method (Phone, Email, Text Message)
[ ] Summary of Update Provided
[ ] Estimated Completion Percentage (%)
[ ] Unexpected Issues? (No, Yes)
[ ] Details of Unexpected Issues (if applicable)

--- VEHICLE READY & REVIEW ---
[ ] Summary of Work Performed (Review with Customer)
[ ] Brakes Checked? (Yes, No, N/A)
[ ] Fluid Levels Checked? (Yes, No, N/A)
[ ] Mileage at Service
[ ] Notes/Concerns Discussed with Customer
[ ] Customer Acknowledges Work & Explanation? (Yes, No)
[ ] Customer Signature

--- PAYMENT & DOCUMENTATION ---
[ ] Invoice Number
[ ] Total Amount Due
[ ] Amount Paid
[ ] Payment Method (Cash, Credit Card, Debit Card, Check, Online Payment)
[ ] Card Type (if applicable)
[ ] Card Last 4 Digits (if applicable)
[ ] Payment Date
[ ] Customer Signature
[ ] Notes/Comments

--- FOLLOW-UP & FEEDBACK ---
[ ] Follow-Up Date
[ ] Follow-Up Time
[ ] Communication Method (Phone Call, Email, Text Message)
[ ] Notes from Follow-Up
[ ] Customer Satisfaction Score (1-5)
[ ] Did Customer Express Any Concerns? (Yes, No)
[ ] If Yes, Briefly Describe Concerns

--- SHOP APPEARANCE & CLEANLINESS ---
[ ] Dust Level (Scale 1-5, 1=Clean, 5=Excessive)
[ ] Floor Cleanliness (Scale 1-5, 1=Spotless, 5=Dirty)
[ ] Waiting Area Condition (Clean & Organized, Somewhat Clean, Needs Attention)
[ ] Areas Requiring Cleaning (Waiting Area, Work Bays, Restrooms, Parts Area, Exterior)
[ ] Last Deep Cleaning Date
[ ] Notes on Cleanliness Issues

--- END OF TEMPLATE ---
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