Service Advisor's Checklist for Explaining Diagnostic Time to a Hesitant Customer
A service advisor's diagnostic-time conversation starts before the vehicle arrives in the bay. Walk the customer through what diagnosis actually costs in labor,...
Service Advisor's Checklist for Presenting a Multi-Point Inspection to the Customer
A service advisor's multi-point inspection presentation should follow five core steps: review findings with the customer present or via photo/video, prioritize ...
Service Advisor's Checklist for Performing a Professional Walk-Around at Check-In
A professional walk-around at check-in is a systematic visual inspection of the vehicle's exterior and interior condition before service begins, documented with...
Service Advisor's Checklist for Writing Up a Repair Order
A service advisor's repair order checklist should include verifying customer information, documenting all vehicle details and mileage, capturing the customer's ...
How Should a Controller Train a New Office Clerk on Funding Deals?
A controller should train a new office clerk on funding deals by starting with the dealership's specific documentation flow and bureau requirements, then walkin...
How Should a Controller Handle Preparing for the Financial Statement? Complete Month-End Checklist
A controller preparing for the financial statement should start by running a complete physical inventory count and reconciling it to your DMS, then systematical...
How Should a Controller Handle Setting Expense Accruals Correctly?
A controller should set expense accruals by recording estimated liabilities for incurred costs not yet invoiced, matching them to the period they occurred using...
How Should a Controller Handle Running a Parts Inventory Reconciliation?
A parts controller should run monthly or quarterly physical counts against DMS records, flag variances over 5%, investigate root causes (shrinkage, data entry e...
How Should a Controller Handle Managing Contracts in Transit Aging?
A controller managing contracts in transit aging should establish a daily aging report pulled straight from your DMS, flag any contract older than 5–7 days with...
How Should a Controller Handle Auditing Deal Recap Accuracy Weekly?
A controller should audit deal recaps weekly by establishing a consistent day and process—typically reviewing 10-15% of closed deals randomly, checking for pric...
How Should a Controller Handle Closing the Month on Time?
A controller closes the month on time by locking in a specific cutoff date for transactions, reconciling all accounts against bank statements and DMS records, b...
How Should a General Manager Handle a Culture Issue Between Two Department Heads?
When two department heads are locked in a conflict that's bleeding into team morale and workflow, your first move is a private conversation with each person sep...