In a repair shop, a new advisor writes tickets the first Monday, and a new tech copies whoever works the next bay. I turn your write-up process, inspection sheet and parts routine into short lessons and a job aid for each role. Your service manager checks a real repair order before anyone works the counter or a bay alone.
Your write-up, inspection and parts routines as short lessons for each role. Your service manager checks a real repair order first.
Your inspection sheet and write-up process, or a recording of your service manager explaining one ticket.
You get
A lesson and a job aid for advisors and techs, with a sample-ticket check before the first customer.
Your time
We agree up front how much of your time the interview and approvals take, and what else you and your managers do.
Who helps
I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment.
Example · counter job aid, service advisor
Writing up a repair orderDraft for your approval
Service advisor · one page · from your write-up process, version 2
Walk around the car with the customer and take 4 photos
Write the concern in the customer's own words
Confirm mileage, a contact number and the promised time
Explain the inspection and when you will call
Get approval before any work beyond the diagnosis
Stop and ask the service manager if a customer wants a price you have not been given.
Source: Write-up process, version 2EditApprove
Sample result on this page, not a client's work.
Roles I start with
From the service counter to the parts room
Every shop runs its own way, so we go through this list first and I begin with the role you hire next.
Service advisor
Check-in and the walk-around, writing the concern on the repair order and explaining an estimate in plain words.
Technician
Your multi-point inspection sheet, recording findings with photos, and the comeback log.
Lube and tire technician
The quick service sequence, the torque sheet sign-off and what to flag to an advisor.
Parts specialist
Lookup, ordering, returns and cores, the way your vendors and your shop handle them.
Shop foreman
Sending work to the bays, the quality check before delivery and coaching a new tech.
Shop manager
Your daily routine and the reports you review, written down so a second shop can run without you there.
How I take it on
Auto repair shop employee training, from check-in to delivery
1
The next person through the door
Advisor, technician or parts, and the shop where the new person starts.
2
Your sheets and your service manager
Your inspection sheet, the parts binder, warranty rules and a recording of your service manager walking a new advisor through a ticket.
3
Lessons between cars
Short lessons on a phone and a job aid at the counter or the bay. Nobody sees them before you approve.
4
Practice on a sample ticket
A new advisor writes up a sample concern and an estimate, and your service manager reads it.
5
Comebacks feed the lessons
When you tell me a comeback traces back to a missed step, I update the lesson for that step and send it back to you for approval.
6
A check on a real repair order
Your service manager or lead tech watches a real ticket or inspection and decides who writes tickets or works a bay alone.
Example
Two advisors and three techs for a second shop
You said: "We open a second shop in the spring, and my lead advisor can't be in both places." I start with the write-up. Example · independent shop, 2 locations
Feb 3Your service manager records a ticket walk-through
Feb 5Write-up and estimate lessons, a counter job aid and an inspection lesson drafted
Feb 6You correct the estimate approval step and approve
Feb 10Assigned to 2 new advisors and 3 technicians
Feb 14Sample ticket checks at the counter
Feb 21Your service manager decides who works the counter alone
For techs who learned the trade in Spanish
A technician who learned the trade in Spanish can take the inspection lesson in Spanish, while the repair order stays in the language your customers read. Both versions follow the same approved sheet.
English
Spanish
Both
What stays with you
Technician credentials and manufacturer training stay with the programs that grant them
Lift, hazardous materials and other safety training stays with your safety provider
Prices, labor rates and what to recommend to a customer are your calls
Your service manager decides who works a bay or the counter alone
