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standard operating procedure

In this clip from our recent Virtual Clinic online training class, Brian Gillis explains how a Vehicle Intake Form works in an auto repair shop. Line by line, Brian explains how this form pertains to managers and service advisors, as well as automotive technicians.

Mechanic Technician reviewing the vehicle intake form with a customer.Vehicle Intake Form – Step By Step

Brian starts the vehicle intake form explanation. Customers fill out this form in order to explain their vehicle’s needs. This document helps us to clarify these details for each member of our staff, as the car or truck moves from customer to advisor to technician.

One of our members had a vehicle intake form, which they had personalized for their shop. Brian used it as the example to explain each part of the form, including the authorization section on the back. Each attendee of this Virtual Clinic event had a blank form in their handout, so they could review the steps real time and adapt them. Our friend Luke explained the importance of the form, from avoiding confusion on which part needed service, to collecting the customer’s information in order to contact them.

When Brian continued, he ran through each section of the Vehicle Intake Form, noting the importance of the production date. This date can ensure an errant part delivery won’t hold up the repair process. Also, when the customer details the issue in their own words, there is no margin for error or confusion. This protects both the customer and the shop.

Is Your Auto Repair Shop Ready For The Next Step? Book Your FREE Strategy Session!

Brian Gillis - You Net ResultsYour independent automotive repair shop is lacking in direction. Maybe your business plan has stalled out. You are definitely not meeting your goals for growth. You need an experienced automotive industry coach who can help you. Then why not schedule a FREE business strategy session with You Net Results guide Brian Gills? You’ve got absolutely nothing to lose, so sign up today!

Forgetful Fred

Auto Repair Management SOP Can Fix Forgetful Staff Problems

Image by Gerd Altmann from Pixabay

Have you heard the story about Forgetful Fred? Maybe you have had problem employees like Forgetful Fred. If you’ve been in business for a while, the chances are good that you have at some point.

He kept forgetting to come to work on time. Then, he kept forgetting to call the customers when promised.

He kept forgetting to update the WorkFlow Board. Then, he kept forgetting to deposit his check each week.

He kept forgetting to GO FOR NO with each customer.

Go For No Questions For Problem Employees

In our GO FOR NO workshops, we detail how to deal directly with the Forgetful Freds working within our team. If you’re not already signed up for the training offered by You Net Results, we will discuss this topic at length.

For a minute, we invite you to pay attention to the various things that could be affecting Forgetful Fred’s behavior. Ask yourself — or go directly to the Forgetful Freds in your life and ask them — the following questions:

  1. Is there something going on at home that is affecting performance?
  2. Are they getting enough sleep?
  3. Is there an underlying health issue that we may or may not know about?
  4. Is this person usually eager and motivated?
  5. Does this person show signs of a stroke, dementia, or heart issues?
  6. Is this person mourning the loss of something?
  7. Are you providing a supportive and safe work environment for this individual?
  8. Could this person be getting bullied or abused at work or elsewhere?

Problem Employees? Check Your SOPs!

After you have ruled out all of the above, the next step is to check your Standard Operating Procedures and ask the following questions:

  1. Has this person been trained over a long enough time?
  2. Are all the SOPs written out or recorded on video so they can actually “see” the different steps to success and corresponding checklists?
  3. Are both the processes and procedures clear, or are they confusing?
  4. Has anyone else tested out the SOPs to make sure they are current, as well as accurate?
  5. Is there a communication issue that could be causing all of these issues?
  6. Is it clear who the problem employee reports to, and what their complete job duties entail?
  7. Have you communicated so that this person truly understands what to do?
  8. Or, are you accidentally expecting this individual to read your mind and assume they know what you know?

Look, these questions may sound silly, but we ask them for this reason:

We don’t ever hire dumb people, do we? No, we don’t. However, when we hire talented and bright individuals to fill a role within our team, our lack of clear processes and systems can force them to fail, falter, or forget.

Once you have resolved your system’s issue, the chances are excellent that problem employees like Forgetful Fred will lose their negative nicknames. You might soon have a Faithful Fred, Kickass Kathy, or Superhero Steve.

Take the NO Fear Journey with Brian Gillis

At You Net Results, we facilitate coaching groups for auto repair shop owners. Together, we can all reach a turnaround point. You can emerge from this experience moving from a business owner to a confident business leader. Thus, you will eliminate the things that hold you back.

Are you ready? Let’s do this.

To find out more, contact us for a complimentary consultation. Brian Gillis will discuss your business strategies and find ways to improve your annual revenue and company culture.