The Service Advisor's Checklist for Handling a Comeback on the Same Repair
A service advisor handles a comeback on the same repair by first documenting the customer's complaint on a new RO tied to the original job, verifying the root c...
Service Advisor's Checklist: Selling an Alignment After Tire Work
A service advisor selling an alignment after tire work should verify the customer's alignment history, show them the tire wear pattern as proof, quote the full ...
The Service Advisor's Checklist for Recommending Tires Without Sounding Pushy
A service advisor's tire recommendation works best when it's grounded in data—actual tire age, tread depth, wear patterns, and safety thresholds—rather than sal...
Service Advisor Checklist: How to Deliver Bad News on a Failed Inspection
A service advisor's failed-inspection conversation should start with clarity, stay factual, and end with next steps. Your job is to present findings objectively...
The Service Advisor's Checklist for Handling Declined Recommended Service
A service advisor's checklist for handling declined recommended service starts with acknowledging the customer's choice without pushing back, documenting exactl...
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...