Repair Order Workflow Overview for Service Writers – Tekmetric
The Tekmetric Repair Order Workflow Overview for Service Writers provides a comprehensive video-guided process covering customer write-up, digital vehicle inspection, parts ordering for approved work, vehicle servicing, and customer checkout, emphasizing the importance of recording vehicle odometer information for accurate service tracking, warranty claims, and customer records.
The videos below cover the repair order journey, from writing up your customer to closing out the repair order.
Writing Up the Customer
Write Up Your Customer (YouTube)
Performing the Digital Vehicle Inspection
Performing a Digital Vehicle Inspection (YouTube)
Ordering Parts for Approved Work
Ordering Parts for the Estimate (YouTube)
Performing Work on the Vehicle
Performing Work on the Vehicle (YouTube)
Check Out the Customer
Checking Out Your Customer (YouTube)
Tip:
It is recommended to require employees to enter the vehicle odometer information on the repair order. This allows customers to easily find it on their invoice or if they call in the future asking when and at what mileage work was done. Odometer measurements are also required to track warranty parts and their failures. Similarly, it is needed for tracking certain services based on mileage recommendations or promoting reminders.
Having the odometer information is also beneficial for customers if they ever want to sell their vehicle and show the potential buyer accurate repair information of what service(s) were done, when, and at what mileage.