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How to Fill Out a Work Order - PowerPoint PPT Presentation


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How to Fill Out a Work Order. The Work Order is a CRITICAL tool. Be sure to print clearly so anyone can read your writing Fill Out as much information as you can Vehicle Identification Number (VIN) Date and vehicle mileage are important for any future warranty claims. 93. Honda. Accord.

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the work order is a critical tool
The Work Order is a CRITICAL tool
  • Be sure to print clearly so anyone can read your writing
  • Fill Out as much information as you can
  • Vehicle Identification Number (VIN) Date and vehicle mileage are important for any future warranty claims
slide3

93

Honda

Accord

4 dr Sedan

AB 723

Owner of Car

1234 anywhere drive

3/25/01

Albany OR 97321

9176-4602

O

2.2L

J123SX45LM1234567

123,456

X

Your Name

X

X

details are important
Details are important
  • Different businesses use different forms
  • If you are not sure what to include ASK
  • Filling in too much information is never a problem.
concern
Concern:
  • Why is the customer bringing in this vehicle?
  • Question the customer until you are sure you know why the car is in the shop.
  • Then clearly write this as the concern.
  • In this example the customer asks to get the battery recharged. After talking you find they really want it fixed so the battery doesn’t keep going dead.
slide6

Honda

Accord

4 dr Sedan

AB 723

Owner of Car

1234 anywhere drive

3/25/01

Albany OR 97321

917-4602

O

2.2L

J123SX45LM123456

123,456

x

x

Your Name

x

Concern: find the reason battery goes dead

cause
Cause:
  • After diagnoses you should know why the problem exists.
  • This should be clearly indicated on the work order
slide8

Honda

Accord

4 dr Sedan

AB 723

Owner of Car

1234 anywhere drive

3/25/01

Albany OR 97321

917-4602

O

2.2L

J123SX45LM123456

123,456

x

x

Your Name

x

Concern: find the reason battery goes dead

Cause: worn out alternator

correction
Correction:
  • Detail the repairs that you performed
  • Be sure to itemize by listing each labor operation separately
slide10

Honda

Accord

4 dr Sedan

AB 723

Owner of Car

1234 anywhere drive

3/25/01

Albany OR 97321

917-4602

O

2.2L

J123SX45LM123456

123,456

x

x

Your Name

x

Concern: find the reason battery goes dead

Cause: worn out alternator

Correction: Replace Alternator .6 $36.00 Install new drive belt .3 $18.00

$54.00

be precise when listing parts
Be precise when listing parts
  • List part numbers and parts store invoice numbers.
  • This is important for book keeping, parts returns and warranties, core charges, etc.
slide12

93

Honda

Accord

4 dr Sedan

AB 723

3/25/01

Albany OR 97321

2.2L

J123SX45LM1234567

123,456

X

Your Name

Concern: find the reason battery goes dead

Cause: worn out alternator

Correction: Replace Alternator .6 $36.00 Install new drive belt .3 $18.00

Owner of Car

1234 anywhere drive

Invoice # A123987

9176-4602

1 BW23476 Alternator $123.57

O

1 DB37736 drive belt $26.43

X

X

$150.00

$54.00

$150.00

$ 204.00