AUTOMOTIVE DEALERSHIP SERVICE APPOINTMENT SUPPORT CHECKLIST 2026

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


--- PRE-APPOINTMENT VERIFICATION ---
[ ] Customer Full Name
[ ] Vehicle VIN (Vehicle Identification Number)
[ ] Service Type (Routine Maintenance (Oil Change/Rotation), Brake Inspection/Repair, Engine/Transmission Diagnostics, Tire Replacement, Recall Repair)
[ ] Scheduled Appointment Date
[ ] Scheduled Appointment Time
[ ] Required Documentation Present (Proof of Ownership/Registration, Service History Records, Insurance Information)
[ ] Pre-arrival Vehicle Photos

--- CUSTOMER ARRIVAL & CHECK-IN ---
[ ] Actual Arrival Time
[ ] Customer Name
[ ] Vehicle License Plate Number
[ ] Appointment Type (Scheduled Maintenance, Emergency Repair, Warranty Work, Recall Service)
[ ] Pre-Arrival Inspection Items Noted (Existing Scratches/Dents, Tire Tread Condition, Fluid Leaks Visible, Warning Lights Active)
[ ] Vehicle Damage Photos
[ ] Customer Authorization Signature

--- SERVICE ADVISOR COMMUNICATION ---
[ ] Customer Primary Concern
[ ] Detailed Repair Instructions
[ ] Service Package (Oil Change & Inspection, Brake System Service, Tire Rotation & Alignment, Engine Diagnostics, Full Vehicle Multi-Point Inspection)
[ ] Estimated Repair Cost
[ ] Additional Services Recommended (Windshield Wiper Replacement, Air Filter Replacement, Battery Testing, Fluid Top-off)
[ ] Customer Authorization Signature

--- SERVICE STATUS UPDATES ---
[ ] Last Update Timestamp
[ ] Current Service Status (Pending Parts, In Progress, Awaiting Technician, Ready for Pickup, Delayed)
[ ] Customer Notification Method
[ ] Status Update Notes
[ ] Updated Repair Order Documentation
[ ] Service Advisor Acknowledgment

--- QUALITY CONTROL & FINAL INSPECTION ---
[ ] Completed Service Tasks (Oil & Filter Change, Brake Inspection, Tire Rotation, Fluid Level Check, Battery Test)
[ ] Cleanliness Status (Interior Cleaned, Exterior Washed, No Cleaning Required)
[ ] Technician Notes
[ ] Post-Service Inspection Photos
[ ] Lead Technician Approval

--- BILLING & PAYMENT PROCESSING ---
[ ] Total Invoice Amount
[ ] Payment Method (Credit/Debit Card, Cash, Financing/Loan, Manufacturer Warranty, Fleet Account)
[ ] Applied Discounts (Service Coupon, Loyalty Program Discount, Seasonal Promotion, Military/Student Discount)
[ ] Receipt/Transaction Proof
[ ] Customer Payment Authorization

--- VEHICLE HANDOVER & DEPARTURE ---
[ ] Vehicle Condition Notes
[ ] Completed Service Items (Oil Change, Tire Rotation, Brake Inspection, Fluid Top-off, Filter Replacement)
[ ] Final Odometer Reading
[ ] Final Invoice Copy
[ ] Customer Acknowledgment
[ ] Handover Date

--- POST-SERVICE FOLLOW-UP ---
[ ] Follow-Up Date Scheduled
[ ] Customer Satisfaction Score (CSAT) (5 - Very Satisfied, 4 - Satisfied, 3 - Neutral, 2 - Dissatisfied, 1 - Very Dissatisfied)
[ ] Follow-Up Channels Used (Phone Call, Email, SMS/Text Message, In-Person)
[ ] Customer Feedback Notes
[ ] Service Advisor Confirmation

--- END OF TEMPLATE ---
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