AUTOMOTIVE SERVICE APPOINTMENT SCHEDULING CHECKLIST

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--- APPOINTMENT REQUEST INTAKE ---
[ ] Request Date
[ ] Request Time
[ ] Request Method (Phone, Online, In-Person)
[ ] Customer First Name
[ ] Customer Last Name
[ ] Contact Phone Number

--- CUSTOMER INFORMATION VERIFICATION ---
[ ] Customer First Name
[ ] Customer Last Name
[ ] Phone Number
[ ] Email Address
[ ] Vehicle Year
[ ] Vehicle Make (Ford, Chevrolet, Toyota, Honda, BMW)
[ ] Vehicle VIN

--- SERVICE TYPE & VEHICLE DETAILS CONFIRMATION ---
[ ] Requested Service Type (Oil Change, Tire Rotation, Brake Service, Engine Repair, Transmission Service, Other)
[ ] Vehicle Year
[ ] Vehicle Make
[ ] Vehicle Model
[ ] Vehicle VIN
[ ] Odometer Reading
[ ] Customer Notes/Specific Concerns

--- TECHNICIAN & BAY ASSIGNMENT ---
[ ] Primary Technician (Technician A, Technician B, Technician C, Technician D)
[ ] Secondary Technician (if applicable) (Technician A, Technician B, Technician C, Technician D, N/A)
[ ] Service Bay (Bay 1, Bay 2, Bay 3, Bay 4)
[ ] Estimated Labor Hours
[ ] Scheduled Start Time

--- APPOINTMENT SCHEDULING & CONFIRMATION ---
[ ] Appointment Date
[ ] Appointment Time
[ ] Service Advisor (Sarah Miller, John Davis, Emily Carter)
[ ] Customer Preferred Contact Method (Phone, Email, SMS)
[ ] Confirmation Message (Optional)
[ ] Estimated Appointment Duration (Minutes)

--- PRE-APPOINTMENT COMMUNICATION ---
[ ] Reminder Send Date
[ ] Reminder Send Time
[ ] Reminder Method (Email, SMS, Phone Call)
[ ] Custom Reminder Message (Optional)
[ ] First Reminder Days Before (1 Day, 2 Days, 3 Days, 4 Days, 5 Days)
[ ] Second Reminder Days Before (1 Day, 2 Days)

--- REQUIRED DOCUMENTATION ---
[ ] Warranty Status (Active, Expired, Unknown)
[ ] Previous Service Records
[ ] Recall Status (No Recall, Open Recall, Recall Completed)
[ ] Vehicle Inspection Report (VIR)
[ ] Extended Warranty Coverage (Yes, No, Pending)

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