AUTOMOTIVE SERVICE APPOINTMENT MANAGEMENT

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

[ ] Retrieve Customer Profile: Fetch existing customer details (name, contact, vehicle history) from the Customer Data Model using a phone number or license plate.
[ ] Create Appointment Entry: Generate a new record in the Appointment Data Model containing date, time, requested service, and linked customer ID.
[ ] Update Vehicle Status: Update the status of the vehicle record to 'In Service' once the appointment time is reached.
[ ] Assign Service Technician: Create a task for the Service Manager to assign a qualified mechanic to the new appointment.
[ ] Check Parts Availability: Query the Inventory Data Model to verify if required parts for the requested service are in stock.
[ ] Calculate Estimated Service Cost: Sum the labor cost and estimated part costs to provide a total estimate for the customer.
[ ] Send Appointment Confirmation: Send an automated email to the customer with the appointment details, date, and time.
[ ] Send Appointment Reminder: Send an SMS reminder to the customer 24 hours before the scheduled appointment.
[ ] Prepare Service Bay: Create a task for the workshop staff to ensure the bay is cleaned and tools are ready for the specific vehicle type.
[ ] Update Appointment Status to 'Arrived': Update the appointment record status when the customer checks in at the service desk.
[ ] Perform Vehicle Inspection: Create a task for the technician to complete the multi-point inspection checklist.
[ ] Get Inspection Findings: Retrieve all identified issues and defects recorded during the technician's inspection.
[ ] Update Service Quote: Update the Appointment Entry with additional costs discovered during the inspection.
[ ] Send Quote Approval Request: Email the customer the updated cost estimate and a request for authorization to proceed.
[ ] Authorize Work: Update the appointment status to 'Work in Progress' once the customer approves the quote.
[ ] Calculate Total Parts Usage: Aggregate the cost of all parts used during the service to finalize the billing amount.
[ ] Final Quality Control Check: Create a task for the supervisor to verify that all requested services were completed correctly.
[ ] Process Payment: Create a task for the cashier to process the transaction and finalize the invoice.
[ ] Mark Appointment as Completed: Update the appointment record to 'Closed' and set the completion timestamp.
[ ] Notify Vehicle Ready for Pickup: Send an SMS to the customer informing them that their vehicle is ready to be collected.
[ ] Generate Daily Service Summary: Create a daily report summarizing all completed appointments, total revenue, and technician productivity.

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/workflow-templates/automotive/automotive-service-appointment-management
(Click "Install Template" to launch your digital inspection tool immediately)