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Work Order Checklist — Gearhead Automotive

Complete This For Every Work Order. This Captures The Judgment Work And Customer Conversations That Protractor Doesn't — Recalls, Maintenance Opportunities, Promise Times. It Protects The Shop And Helps Us Stop Leaving Money On The Table.

Work Order Number (WO#)

Service Advisor

Current Mileage

From The Odometer Photo. Enter It Here So You Can Look Up What's Due Before The Customer Leaves.

Maintenance & Revenue (The Money Section)

What Manufacturer-Recommended Services and Gearhead Recommended Services Are Due Or Coming Up At This Mileage?

Look This Up Now. "Nothing Due" Is Rarely True On Higher-Mileage Vehicles.

Was A Maintenance Estimate Presented To The Customer?

A
B
C

Based On The DVI And Mileage, What Did You Recommend To The Customer Beyond Their Original Concern?

This Is The Complimentary DVI Work You Already Do — Just Capture What You Found And Pitched. "Nothing" Should Be Rare.

Recalls & History

What Open Recalls Does This Vehicle Have?

A
B

What Deferred Or Previously-Declined Work Is On This Vehicle's History?

A
B

Digital Vehicle Inspections DVI

Have All Digital Inspections (DVIs) Been Completed And Sent To The Customer

A
B
C

Timing & Promise

When Did The Customer Ask To Have The Vehicle Back?

The Time The Customer Actually Needs It — e.g. "3:00 PM Today" Or "Thursday AM".

What Promise Time Did You Commit To The Customer?

Where Is This Promise Time Documented?

A
B
C

Is A Loaner Required, And If So, Is The Loaner Agreement Signed?

A
B
C

Physical Closeout (Before Racking)

Write-Up Prep Done: (Check All Completed)

Before Racking: (Check All Completed)

Any Issues Or Notes On This Work Order?

Flag Anything Incomplete, Unusual, Or That The Next Person Should Know.

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