VEHICLE CHECK-IN AND INTAKE PROCESS

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

[ ] Retrieve Customer Profile: Fetch existing customer details from the Customer Data Model using the provided License Plate or VIN.
[ ] Create Vehicle Intake Record: Create a new entry in the Vehicle Intake Data Model to serve as the single source of truth for this session.
[ ] Physical Inspection Task: Assign a task to a Service Advisor to perform a walk-around inspection of the vehicle.
[ ] Exterior Damage Checklist: A list of items (scratches, dents, glass cracks) to be verified during the inspection task.
[ ] Update Vehicle Condition Status: Update the Intake Record with the results, photos, and notes captured during the physical inspection.
[ ] Get Vehicle Service History: Retrieve all previous repair entries linked to this specific Vehicle ID from the Service History Model.
[ ] Calculate Estimated Repair Cost: Apply formulas to labor rates and parts costs identified during intake to provide a preliminary estimate.
[ ] Create Service Estimate: Generate a new entry in the Estimates Data Model linked to the Intake Record.
[ ] Manager Approval Task: Assign a task to the Workshop Manager to review and approve the high-value repair estimate.
[ ] Aggregate Total Parts Cost: Sum the costs of all line items identified in the parts list for the current intake.
[ ] Send Intake Confirmation to Customer: Send an automated email to the customer containing the vehicle arrival time and summary of the intake report.
[ ] Notify Customer via SMS: Send a text message to the customer notifying them that their vehicle has successfully entered the system.
[ ] Finalize Intake Status: Update the Vehicle Intake Record status to 'Active/In-Progress' to trigger the workshop workflow.
[ ] Generate Daily Intake Summary: Create a report at the end of the shift summarizing all vehicles checked in, including total estimated revenue.

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