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Automotive Service Advisor Essential Course (GS)

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  1. LESSON 1: AUTOMOTIVE SERVICE ADVISOR COURSE

    Automotive Service Advisor Introduction (GS)
  2. LESSON 2: CROSS-SELLING ADDITIONAL SERVICE MAINTENANCE ITEMS
    Cross-Selling Additional Service Maintenance Items (GS)
    8 Topics
    |
    1 Quiz
  3. LESSON 3: EVERYTHING YOU NEED TO KNOW ABOUT REPAIR ORDERS
    Everything You Need To Know About Repair Orders (GS)
    6 Topics
    |
    1 Quiz
  4. LESSON 4: BREAKING DOWN FACTORY WARRANTY
    Introduction To Factory Warranty Policy & Procedures (GS)
    10 Topics
    |
    1 Quiz
  5. LESSON 5: CUSTOMER SERVICE ESSENTIALS FOR ADVISORS
    Customer Service Essentials For Advisors (GS)
    5 Topics
    |
    1 Quiz
  6. LESSON 6: HOW TO TACKLE CHALLENGES IN THE AUTOMOTIVE INDUSTRY
    How To Tackle Challenges In The Automotive Industry (GS)
    4 Topics
    |
    1 Quiz
  7. LESSON 7: SERVICE ADVISOR CUSTOMER CONSULTATION PROCESS
    Service Advisor Customer Consultation Steps (GS)
    9 Topics
    |
    1 Quiz
  8. LESSON 8: SERVICE ADVISOR SALES PROCESS & CLOSING TECHNIQUES
    Service Advisor Sales Process & Closing Techniques (GS)
    9 Topics
    |
    1 Quiz
  9. LESSON 9: SERVICE VEHICLE DELIVERY PROCESS
    Service Vehicle Delivery Process (GS)
    2 Topics
    |
    1 Quiz
  10. Lesson 10: SERVICE KEY PERFORMANCE INDICATORS (KPI’S)
    Service Key Performance Indicators (KPI’s) (GS)
    2 Topics
    |
    1 Quiz
  11. LESSON 11: SERVICE ADVISOR WORKFLOW CHEAT SHEET
    Service Advisor Workflow Cheat Sheet (GS)
    4 Topics
  12. LESSON 12: SCHEDULING APPOINTMENTS & CALL SCRIPTS
    Scheduling Service Appointments & Call Scripts (GS)
    11 Topics
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Intro To Writing Repair Orders

Breaking Down Repair Order Info

Each repair order always contains the following information located on the header.

If the customer has been at your store before, then verify all information is correct and current. If this is your customers first visit, record the following information:

Repair order billing screen 1

  1. Drivers first and last name
  2. Drivers mailing and billing address
  3. Drivers home, work, and cell number
  4. Drivers email address
  5. Ask if they are the owner of the vehicle
  6. Company name and billing contact information (if it is a business)
  7. Vehicle’s Identification Number (VIN)
  8. Year, make, and model of vehicle
  9. License plate number
  10. In-service date (refers to the date this vehicle was licensed) * see note
  11. Odometer In:
    • Current miles/kilometers of the vehicle at the time of arrival
    • This odometer reading should be visually verified by the person writing the repair order (RO)
  12. Odometer Out:
    • To be recorded by you once all repairs have been completed
    • Sometimes technicians will have to test-drive vehicles during the repair
  13. Verify with the customer the information shown on the RO is accurate
  14. Promise Date / Time
    • Vehicle repairs to be completed by date as set by you and your customer

* The In-service date refers to the date a vehicle was licensed and, therefore, when a factory warranty takes into effect. The in-service date is recorded when the vehicle was licensed as a demo or licensed to its first owner. Manufacturers use the in-service date as the warranty commencement date for the factory warranties.


The Three C’s Of Service Invoices

Every job line contains a reference called the 3 C’s, which are ComplaintCause, and Correction. The 3 C’s is how you and your technician record specific information to each mechanical repair, such as the customer’s complaint, the cause of the fault, and the correction required to complete the repair.

Complaint Is The First “C”

Service advisors document their customer’s “Complaint” on this line. You may have to ask customers to be as detailed as possible to ensure you are recording the correct details.

Be clear and precise when recording customer concerns; you don’t need a long story; just relevant details will do. Record each complaint on separate job lines.

Vaguely written complaints such as “engine stalls,” “check brakes,” or “S.O.P. in” are not considered adequate detail and may lead to misdiagnosing the vehicle repair. Better complaint description is: “Report on squealing sound when brakes applied at low speeds.”

  • Listen to your customer, then write a clear and accurate description of the customer’s complaint
  • If the customer mentions three different complaints, then create three separate job-lines

At times, the first C is interchangeable with “Complaint,” “Condition,” or “Concern,” as in the vehicle’s condition or the customers’ concerns. Best to say concern when speaking with customers.

Please note: Vague complaints such as “engine stalls,” “check brakes, or “SOP in” (special-order part) are not considered adequate detail and may lead to misdiagnosing the vehicle repair.

Cause Is The Second “C”

After the technician completes the vehicle diagnosis, they will document the “Cause” of the problem on this line.

Technicians need to include accurate measurements along with the remaining life of worn-out or damaged parts. This information is essential to warranty and fleet companies. Without it, they can refuse to pay the repair order.

Correction Is The Third “C”

The technician will also complete the Correction line, and document the repair performed to correct the customer’s concern.

This explanation needs to be detailed and accurate, so anyone who reads the correction will understand how the repair was corrected.

Example Of The 3 C’s

Here is what the three C’s look like when the advisor records the customer’s complaint and the technician completes the cause and correction lines:

Complaint or Concern: Customer reports vehicle pulls to the right when they apply the brakes. The condition worsens after the brakes heat up.

Cause: The left front brake caliper seized, causing the right front brake to perform most braking.

Correction: Road-tested the vehicle to confirm the complaint. Removed both front wheels and check for free movement of calipers. Replace left front brake caliper, bleed brakes, reinstall wheels, and road-tested again to confirm the repair. The problem is corrected, stops correctly, and no longer pulls to the right.

Shop Tip:

  • Include any details the customer mentions in the “complaint” line
  • Ask your technician to clarify if you’re not sure of their “cause” explanation