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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

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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

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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

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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

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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

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Appointment Scheduling & Confirmation

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

Appointment Date

Appointment Time

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Service Advisor

Customer Preferred Contact Method

Confirmation Message (Optional)

Estimated Appointment Duration (Minutes)

Pre-Appointment Communication

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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

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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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Automotive Management Solution Screen Recording

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