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Automotive Fixed Operations Performance Review Checklist

Maximize your service department's efficiency and profitability! This Automotive Fixed Operations Performance Review Checklist ensures consistent evaluations, identifies key areas for improvement, and drives exceptional results. Get organized and boost your bottom line today!

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Service Department Performance

NaN of 10

Evaluates key metrics related to service revenue, customer satisfaction, and efficiency.

Total Service Revenue

Average Repair Order (ARO)

Customer Satisfaction (CSAT) Score

Overall Department Health

Shop Labor Utilization %

Last Safety Inspection Date

Key Performance Observations

Parts Department Performance

NaN of 10

Assesses parts sales, inventory management, and supplier relationships.

Total Parts Sales Revenue

Gross Profit Margin (%)

Inventory Turnover Rate

Percentage of Parts Returned

Vendor Performance (Overall Rating)

Key Parts Categories Performing Well

Last Inventory Audit Date

Notes on Inventory Challenges

Collision Center Performance

NaN of 10

Analyzes collision repair processes, customer satisfaction, and profitability.

Number of Claims Processed

Average Repair Cycle Time (Days)

Customer Satisfaction Score (1-10)

Primary Insurance Carrier Used

Repair Quality Issues Reported?

Date of Last Safety Audit

Comments/Notes on Performance

Labor Efficiency & Productivity

NaN of 10

Reviews technician productivity, repair times, and labor utilization.

Average Labor Hours Per Repair Order

Technician Labor Utilization (%)

Average Repair Order Revenue

Number of Repair Orders Completed Per Day (per technician)

Primary Bottleneck in Repair Process

Detailed Explanation of Factors Affecting Productivity

Date of Last Productivity Training Session

Customer Satisfaction & Retention

NaN of 10

Measures customer feedback, online reviews, and repeat business rates.

Overall Satisfaction Score (1-10)

Was the service advisor helpful?

Was the waiting area clean and comfortable?

What did we do well?

How could we improve?

Likelihood to Recommend (0-100)

Were your questions answered thoroughly?

Date of Service

Financial Performance & Profitability

NaN of 10

Examines revenue, expenses, profit margins, and financial targets.

Total Fixed Operations Revenue

Cost of Goods Sold (COGS)

Gross Profit

Operating Expenses

Net Profit Before Taxes

Net Profit After Taxes

Profit Margin (%)

Reporting Period End Date

Operational Efficiency & Process Improvement

NaN of 10

Identifies areas for process optimization, waste reduction, and overall efficiency gains.

Average Repair Order (ARO) Cycle Time (Days)

Parts Order Fill Rate (%)

Workflow Automation Software Utilized?

Describe any recent process improvements implemented.

Which areas have seen the biggest bottlenecks?

Date of last process mapping exercise

Specific actions to be taken to improve identified bottlenecks.

Employee Performance & Training

NaN of 10

Evaluates individual employee contributions, skill development, and training needs.

Sales Quota Attainment (%)

Customer Satisfaction Score (CSAT)

Average Repair Order (ARO)

Performance Rating (Overall)

Strengths Observed

Areas for Development

Training Needs Identified

Last Training Completion Date

Equipment Maintenance & Calibration

NaN of 10

Ensures that all diagnostic and repair equipment is properly maintained and calibrated.

Last Calibration Date

Calibration Readings (e.g., pressure, temperature)

Calibration Procedure Followed

Calibration Certificate/Report

Equipment Status

Next Scheduled Calibration

Compliance & Safety

NaN of 10

Verifies adherence to all relevant safety regulations and compliance standards.

Last Safety Audit Date

Number of Safety Incidents (Last 12 Months)

SDS (Safety Data Sheet) Accessibility

Required Safety Training Completed (Technicians)

Copy of Most Recent Safety Inspection Report

Fire Extinguisher Inspection Status

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