Auto Repair Shop Customer Service Checklist Template
Ensure exceptional auto repair customer experiences! This checklist helps your shop deliver top-notch service, from greeting to follow-up, boosting loyalty and online reviews. Manage expectations, track communication, and elevate your auto repair shop's reputation.
This Template was installed 1 times.
Greeting & Initial Contact
Ensuring a positive first impression and gathering initial customer needs.
Time of Customer Arrival
Greeting Method
Customer Name
Vehicle Year, Make, and Model
Initial Contact Personality
Brief Summary of Customer's Initial Concern
Needs Assessment & Explanation
Thoroughly understanding the customer's concerns and explaining potential solutions clearly.
Customer Description of Vehicle Issue
Possible Issue Categories (Select All That Apply)
Customer Urgency Level
Technician's Initial Assessment Notes
Estimated Mileage
Estimate & Approval
Providing accurate estimates, detailing work to be performed, and obtaining customer approval.
Estimated Labor Hours
Estimated Parts Cost
Estimated Sublet Cost
Warranty Coverage (if applicable)
Detailed Description of Work to be Performed
Customer Approval Method
Estimate Approval Date
Service Process Communication
Keeping the customer informed about the progress of the repair and any unexpected issues.
Scheduled Update Time
Last Contact Time
Communication Method
Summary of Update Provided
Estimated Completion Percentage (%)
Unexpected Issues?
Details of Unexpected Issues (if applicable)
Vehicle Ready & Review
Ensuring the vehicle is clean, repaired correctly, and thoroughly reviewed with the customer.
Summary of Work Performed (Review with Customer)
Brakes Checked?
Fluid Levels Checked?
Mileage at Service
Notes/Concerns Discussed with Customer
Customer Acknowledges Work & Explanation?
Customer Signature
Payment & Documentation
Handling payment efficiently and providing necessary paperwork (invoices, warranties).
Invoice Number
Total Amount Due
Amount Paid
Payment Method
Card Type (if applicable)
Card Last 4 Digits (if applicable)
Payment Date
Customer Signature
Notes/Comments
Follow-Up & Feedback
Checking in with customers after the service to ensure satisfaction and gather feedback.
Follow-Up Date
Follow-Up Time
Communication Method
Notes from Follow-Up
Customer Satisfaction Score (1-5)
Did Customer Express Any Concerns?
If Yes, Briefly Describe Concerns
Shop Appearance & Cleanliness
Maintaining a clean, organized, and professional shop environment.
Dust Level (Scale 1-5, 1=Clean, 5=Excessive)
Floor Cleanliness (Scale 1-5, 1=Spotless, 5=Dirty)
Waiting Area Condition
Areas Requiring Cleaning
Last Deep Cleaning Date
Notes on Cleanliness Issues
Found this Checklist Template helpful?
Auto Repair Shop Management Solution
Is your auto repair shop struggling with disorganized workflows, missed appointments, and frustrated customers? ChecklistGuro's Work OS platform offers a complete solution to streamline your operations. From appointment scheduling and repair tracking to inventory management and customer communication, we're here to help you run a more efficient and profitable shop. Learn how ChecklistGuro can transform your auto repair business!
Related Checklist Templates
Auto Repair Shop Data Security Checklist Template
Auto Repair Shop Shop Organization Checklist Template
Auto Repair Shop Customer Follow-Up Checklist Template
Auto Repair Shop Digital Marketing Checklist Template
Auto Repair Shop Environmental Compliance Checklist Template
Auto Repair Shop Shop Financial Checklist Template
Auto Repair Shop Shop Security Checklist Template
Auto Repair Shop Recall Management Checklist Template
We can do it Together
Need help with Checklists?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.