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Automotive Service Appointment Scheduling Checklist

Maximize shop efficiency and boost customer satisfaction! This Automotive Service Appointment Scheduling Checklist ensures every booking runs smoothly - from initial contact to service completion. Streamline your process, minimize wait times, and deliver exceptional service every time. Download now and optimize your dealership's appointment workflow!

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Appointment Request Intake

NaN of 7

Verify and log initial customer appointment requests (phone, online, in-person).

Request Date

Request Time

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Request Method

Customer First Name

Customer Last Name

Contact Phone Number

Customer Information Verification

NaN of 7

Confirm customer details (name, contact information, vehicle details) and confirm service history.

Customer First Name

Customer Last Name

Phone Number

Email Address

Vehicle Year

Vehicle Make

Vehicle VIN

Service Type & Vehicle Details Confirmation

NaN of 7

Accurately record the requested service and confirm vehicle year, make, model, and VIN.

Requested Service Type

Vehicle Year

Vehicle Make

Vehicle Model

Vehicle VIN

Odometer Reading

Customer Notes/Specific Concerns

Technician & Bay Assignment

NaN of 7

Assign appropriate technician and service bay based on service type and availability.

Primary Technician

Secondary Technician (if applicable)

Service Bay

Estimated Labor Hours

Scheduled Start Time

0:00
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Appointment Scheduling & Confirmation

NaN of 7

Schedule appointment in system, confirm date/time with customer and send confirmation (email/SMS).

Appointment Date

Appointment Time

0:00
0:15
0:30
0:45
1:00
1:15
1:30
1:45
2:00
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23:45

Service Advisor

Customer Preferred Contact Method

Confirmation Message (Optional)

Estimated Appointment Duration (Minutes)

Pre-Appointment Communication

NaN of 7

Send reminder notifications (email/SMS) prior to scheduled appointment.

Reminder Send Date

Reminder Send Time

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Reminder Method

Custom Reminder Message (Optional)

First Reminder Days Before

Second Reminder Days Before

Required Documentation

NaN of 7

Ensure required documentation is ready prior to appointment (e.g., warranty information, inspection reports).

Warranty Status

Previous Service Records

Recall Status

Vehicle Inspection Report (VIR)

Extended Warranty Coverage

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