Auto Repair Quote and Estimate Process Checklist

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1. Download the Checklist as PDF for Free and share it with your team for completion.
2. Use the Checklist directly within the Mobile2b Platform to optimize your business processes.

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Here's a general process for an Auto Repair Quote and Estimate:

1. Customer Drop-Off: The customer brings their vehicle to the repair shop.
2. Initial Inspection: A qualified technician inspects the vehicle to identify the problem(s).
3. Detailed Diagnosis: A detailed diagnosis is performed, including any necessary tests or inspections, to identify the root cause of the issue.
4. Communication with Customer: The technician discusses the findings with the customer and explains what repairs are needed.
5. Quote Generation: Based on the diagnosis, a quote for the necessary repairs is generated. This includes:
   • Labor costs
   • Parts costs (if applicable)
   • Any additional services recommended (e.g., maintenance or inspections)
6. Estimate Review: The customer reviews and agrees to the quote.
7. Estimate Details:
   • Description of work needed
   • Cost breakdown (labor and parts)
   • Total estimated cost
   • Timeframe for completion
8. Electronic Signature (optional): Some shops may have an electronic signature process in place, allowing customers to digitally agree to the estimate.
9. Review and Approval: The customer reviews and approves the estimate.
10. Repair Process Begins: Once approved, the repair process can begin, following a structured workflow that ensures quality and efficiency.
11. Regular Updates: Throughout the repair process, the shop keeps the customer informed about progress and any changes to the original estimate (if necessary).
12. Final Inspection and Approval: Upon completion of the repairs, the vehicle is inspected to ensure all work was done correctly and to the customer's satisfaction.
13. Customer Pickup or Delivery: The repaired vehicle is returned to the customer, either for pickup or delivery (depending on the shop's policies).

Implementing an auto repair quote and estimate process checklist can benefit your organization in several ways:

• Reduces errors and discrepancies in estimates, leading to increased customer satisfaction and trust
• Increases efficiency by streamlining the estimation process and minimizing the time spent on each vehicle
• Enhances transparency and communication with customers, providing them with a clear understanding of the repairs needed and costs involved
• Helps improve the overall estimating experience for technicians, allowing them to focus on higher-value tasks
• Supports regulatory compliance and industry standards, such as those set by the Federal Trade Commission (FTC) and the National Institute for Automotive Service Excellence (ASE)
• Facilitates data-driven decision making, enabling your organization to identify areas of improvement and optimize its operations
• Contributes to a more consistent and predictable revenue stream, which can be beneficial for budgeting and forecasting purposes.

Here are the key components:

1. Customer Information
2. Vehicle Description
3. Service Request(s)
4. Diagnostic Fee (if applicable)
5. Labor Rate and Time Estimate
6. Parts Pricing and Quotation
7. Total Estimated Cost
8. Payment Options and Policy
9. Warranty Information
10. Contact Details for Questions or Concerns