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Auto Repair Shop Customer Follow-Up Checklist Template

Never miss a chance to build loyalty! Our Auto Repair Shop Customer Follow-Up Checklist ensures you're nurturing relationships, boosting referrals, and maximizing repeat business - all with a simple, actionable guide.

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Repair Completion & Vehicle Release

1 of 8

Tasks to ensure a smooth handover of the repaired vehicle to the customer.

Vehicle Ready Time

0:00
0:15
0:30
0:45
1:00
1:15
1:30
1:45
2:00
2:15
2:30
2:45
3:00
3:15
3:30
3:45
4:00
4:15
4:30
4:45
5:00
5:15
5:30
5:45
6:00
6:15
6:30
6:45
7:00
7:15
7:30
7:45
8:00
8:15
8:30
8:45
9:00
9:15
9:30
9:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
13:30
13:45
14:00
14:15
14:30
14:45
15:00
15:15
15:30
15:45
16:00
16:15
16:30
16:45
17:00
17:15
17:30
17:45
18:00
18:15
18:30
18:45
19:00
19:15
19:30
19:45
20:00
20:15
20:30
20:45
21:00
21:15
21:30
21:45
22:00
22:15
22:30
22:45
23:00
23:15
23:30
23:45

Technician Vehicle Inspection Signature

Vehicle Condition Upon Release

Odometer Reading (Release)

Key Handover Notes

Release Instructions for Customer (if applicable)

Release Date

Customer Communication & Explanation

2 of 8

Ensuring the customer understands the work performed and associated costs.

Explanation of Repairs Performed

Total Labor Hours Explained

Parts Cost Breakdown Explained

Customer Understanding Level

Notes on Customer Concerns/Questions

Authorization Received (Repair Cost)

Warranty Information & Documentation

3 of 8

Providing relevant warranty details and paperwork to the customer.

Warranty Claim Number

Detailed Description of Work Under Warranty

Mileage at Time of Repair

Date of Original Warranty Start

Upload Original Warranty Documents

Warranty Type (e.g., Bumper-to-Bumper, Powertrain)

Notes Regarding Warranty Coverage

Payment Processing & Invoicing

4 of 8

Handling payment transactions and providing a clear invoice.

Invoice Number

Subtotal

Tax Amount

Total Amount Due

Payment Method

Payment Notes (if applicable)

Payment Date

Customer Signature (if applicable)

Feedback & Review Request

5 of 8

Soliciting customer feedback and encouraging online reviews.

Did the customer express overall satisfaction?

Customer comments regarding their experience:

Were they asked to leave a Google Review?

Were they asked to leave a Facebook Review?

Which review platforms were offered?

Review Platform URL (if provided)

Service Record Updates

6 of 8

Updating the vehicle's service history for future maintenance.

Service Date

Description of Services Performed

Mileage at Service

Parts Replaced (List)

Labor Hours

Technician Performed Service

Follow-up Communication (Future Service)

7 of 8

Scheduling a follow-up call or email for future service needs.

Next Service Reminder Date

Preferred Contact Method

Notes Regarding Future Service Needs

Mileage at Next Service (Estimated)

Type of Future Service Anticipated

Customer Satisfaction Survey

8 of 8

Administering a satisfaction survey to gauge customer experience.

Overall, how satisfied were you with the service you received?

On a scale of 1-10 (1 being very slow, 10 being very fast), how would you rate the speed of our service?

How would you rate the clarity of the explanations provided by our team?

What did we do well?

How could we improve?

Would you recommend our shop to a friend or family member?

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