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.
This Template was installed 4 times.
Repair Completion & Vehicle Release
Tasks to ensure a smooth handover of the repaired vehicle to the customer.
Vehicle Ready Time
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
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
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
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
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
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)
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
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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