AUTOMOTIVE FIXED OPERATIONS PERFORMANCE REVIEW CHECKLIST

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--- SERVICE DEPARTMENT PERFORMANCE ---
[ ] Total Service Revenue
[ ] Average Repair Order (ARO)
[ ] Customer Satisfaction (CSAT) Score
[ ] Overall Department Health (Excellent, Good, Fair, Needs Improvement)
[ ] Shop Labor Utilization %
[ ] Last Safety Inspection Date
[ ] Key Performance Observations

--- PARTS DEPARTMENT PERFORMANCE ---
[ ] Total Parts Sales Revenue
[ ] Gross Profit Margin (%)
[ ] Inventory Turnover Rate
[ ] Percentage of Parts Returned
[ ] Vendor Performance (Overall Rating) (Excellent, Good, Fair, Poor)
[ ] Key Parts Categories Performing Well (Brake Parts, Filters, Engine Components, Accessories, Detailing Supplies)
[ ] Last Inventory Audit Date
[ ] Notes on Inventory Challenges

--- COLLISION CENTER PERFORMANCE ---
[ ] Number of Claims Processed
[ ] Average Repair Cycle Time (Days)
[ ] Customer Satisfaction Score (1-10)
[ ] Primary Insurance Carrier Used (State Farm, GEICO, Progressive, Allstate, Other)
[ ] Repair Quality Issues Reported? (Color Mismatch, Panel Alignment, Paint Defects, Parts Quality, None)
[ ] Date of Last Safety Audit
[ ] Comments/Notes on Performance

--- LABOR EFFICIENCY & PRODUCTIVITY ---
[ ] Average Labor Hours Per Repair Order
[ ] Technician Labor Utilization (%)
[ ] Average Repair Order Revenue
[ ] Number of Repair Orders Completed Per Day (per technician)
[ ] Primary Bottleneck in Repair Process (Parts Availability, Diagnostic Time, Repair Time, Customer Approval, Other)
[ ] Detailed Explanation of Factors Affecting Productivity
[ ] Date of Last Productivity Training Session

--- CUSTOMER SATISFACTION & RETENTION ---
[ ] Overall Satisfaction Score (1-10)
[ ] Was the service advisor helpful? (Yes, No, Not Applicable)
[ ] Was the waiting area clean and comfortable? (Yes, No, N/A)
[ ] What did we do well?
[ ] How could we improve?
[ ] Likelihood to Recommend (0-100)
[ ] Were your questions answered thoroughly? (Yes, No, Partially)
[ ] Date of Service

--- FINANCIAL PERFORMANCE & PROFITABILITY ---
[ ] Total Fixed Operations Revenue
[ ] Cost of Goods Sold (COGS)
[ ] Gross Profit
[ ] Operating Expenses
[ ] Net Profit Before Taxes
[ ] Net Profit After Taxes
[ ] Profit Margin (%)
[ ] Reporting Period End Date

--- OPERATIONAL EFFICIENCY & PROCESS IMPROVEMENT ---
[ ] Average Repair Order (ARO) Cycle Time (Days)
[ ] Parts Order Fill Rate (%)
[ ] Workflow Automation Software Utilized? (Yes, No)
[ ] Describe any recent process improvements implemented.
[ ] Which areas have seen the biggest bottlenecks? (Appointment Scheduling, Parts Ordering, Diagnostic Procedures, Vehicle Delivery, Billing & Payment)
[ ] Date of last process mapping exercise
[ ] Specific actions to be taken to improve identified bottlenecks.

--- EMPLOYEE PERFORMANCE & TRAINING ---
[ ] Sales Quota Attainment (%)
[ ] Customer Satisfaction Score (CSAT)
[ ] Average Repair Order (ARO)
[ ] Performance Rating (Overall) (Exceeds Expectations, Meets Expectations, Needs Improvement)
[ ] Strengths Observed
[ ] Areas for Development
[ ] Training Needs Identified (Sales Techniques, Product Knowledge, Customer Service, Technical Skills, Compliance Training)
[ ] Last Training Completion Date

--- EQUIPMENT MAINTENANCE & CALIBRATION ---
[ ] Last Calibration Date
[ ] Calibration Readings (e.g., pressure, temperature)
[ ] Calibration Procedure Followed
[ ] Calibration Certificate/Report
[ ] Equipment Status (Operational, Needs Repair, Out of Service)
[ ] Next Scheduled Calibration

--- COMPLIANCE & SAFETY ---
[ ] Last Safety Audit Date
[ ] Number of Safety Incidents (Last 12 Months)
[ ] SDS (Safety Data Sheet) Accessibility (Readily Available, Accessible with Delay, Not Readily Accessible)
[ ] Required Safety Training Completed (Technicians) (Hazard Communication, Lockout/Tagout, Personal Protective Equipment (PPE), Ergonomics, Confined Space Entry)
[ ] Copy of Most Recent Safety Inspection Report
[ ] Fire Extinguisher Inspection Status (Up to Date, Needs Inspection, Out of Date)

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