The Service Advisor's Checklist for Recovering a One-and-Done Service Customer
A service advisor's recovery checklist for one-and-done customers starts with pulling the complete service history immediately after the RO closes, identifying ...
Service Advisor Checklist: Running a Same-Day MPI Workflow
A same-day MPI workflow starts the moment the vehicle arrives: verify the customer's approval to inspect, document the vehicle condition with photos, run the fu...
The Service Advisor's Checklist for Writing Notes a Technician Can Actually Use
A service advisor's notes should be written for the technician—not the service manager or the customer—with specific vehicle details, the exact problem the cust...
The Service Advisor's Checklist for Improving CSI Scores Quarter Over Quarter
CSI scores improve when service advisors consistently execute three fundamentals: collecting comprehensive feedback at the point of service (not days later), ad...
Service Advisor's Checklist for Reviewing a CSI Survey Result
A service advisor should review CSI survey results by checking the overall score first, then drilling into specific categories (technician performance, cleanlin...
The Service Advisor's Checklist for Dealing With a Goodwill Repair Request
A service advisor handling a goodwill repair request should verify the vehicle's warranty status and repair history, confirm the customer's issue with a test dr...
The Service Advisor's Checklist for Keeping a Tight Promise Time
A tight promise time starts the moment you write the RO. Your checklist should verify that the customer's arrival time, your team's capacity, parts availability...
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...