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☐ Correct client selected
☐ Correct vehicle selected
☐ Full VIN entered
☐ License number verified
☐ Current mileage entered
☐ Phone numbers verified
☐ Email address verified
☐ Delivery date/time entered
☐ Service advisor assigned
☐ Customer concerns documented clearly
☐ Vehicle walk-around completed
☐ Existing damage noted in Vehicle Notes
☐ Special handling instructions recorded
☐ Return parts request discussed
☐ Estimate expectations reviewed with client
☐ Previous recommendations reviewed
☐ PM schedule reviewed
☐ Service history checked
☐ Inspection concerns reviewed
☐ Carfax history reviewed (if applicable)
☐ Workorder started as Estimate when appropriate
☐ Services described clearly
☐ No abbreviations used
☐ Expected charges reviewed
☐ Diagnostic statements complete
☐ Client authorization obtained
☐ Signed estimate received when required
☐ All required parts entered
☐ Correct quantities entered
☐ Vendor information added where appropriate
☐ Tax flags verified
☐ Core charges reviewed
☐ Non-stocking costs entered accurately
☐ Inventory quantities checked
☐ Save button pressed after entries
☐ Labor descriptions complete and professional
☐ Correct technician assigned
☐ Units entered properly
☐ Actual time entered if tracked
☐ Labor rate verified
☐ Tax status verified
☐ Sublet status verified if applicable
☐ Save button pressed after entries
☐ Future service recommendations entered
☐ Safety concerns documented
☐ PM items updated
☐ Personalized notes added where appropriate
☐ Checklist completed
☐ Measurements entered clearly
☐ Pass / Next / Fail selections verified
☐ Notes added where needed
☐ Checklist saved
☐ Client contacted before additional work
☐ Revision amount documented
☐ Person contacted recorded
☐ Time/date logged
☐ Description of additional work entered
☐ Revised estimate approved
☐ Workorder re-summed
☐ Parts totals verified
☐ Labor totals verified
☐ Tax totals verified
☐ Environmental/shop fees verified
☐ Deposits verified
☐ Discounts reviewed carefully
☐ Profitability reviewed on Job Cost screen
☐ Correct payment methods entered
☐ Credit card processed successfully
☐ Check/reference numbers entered
☐ A/R balance posted correctly
☐ Posting date verified
☐ Close Today checked if appropriate
☐ Save button pressed
☐ Correct print format selected
☐ Invoice reviewed before printing
☐ Inspection report included if needed
☐ Recommendations included
☐ Copies printed as required
☐ Email/PDF sent if requested
☐ Technician worksheet printed if needed
☐ All services completed
☐ Technician marked work complete
☐ Recommendations reviewed with client
☐ Final invoice reviewed for accuracy
☐ Payments verified
☐ Client questions answered
☐ Workorder closed successfully
☐ History updated properly
☐ Accounting totals verified
☐ Inventory updated correctly
☐ Follow-up scheduling completed if needed
Before Daily Closing:
☐ Run Daily Receipts report
☐ Run Drawer Summary
☐ Verify totals balance
☐ Review completed workorders
☐ Check for floating A/R balances
☐ Review audit concerns
☐ Backup system data if scheduled