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COMMUNICATION

APPROVALS
DOCUMENTATION

CONFIDENTIAL

Need of communication &


Documentation.
Information and update to Customer
Seeking approval on cost & time estimate
Wins customer confidence, trust
No scope for dispute at any point during the course of repair
Mandatory process compliance in Audit
Document for any future reference
Makes Service Advisor Job easy and enjoyable
Enhances our CILP score
CONFIDENTIAL

Whom, How , when

The interaction should be mandatory with the registered owner in


case of company car with the end user/concerned admin/ Secretary /
Manger
Customer data has to be updated in every visit eg. Phone no's,
mail i
id address etc in DMS so that PSF call goes to the
right person
Must discuss with the customer before sending an Email
Do not expect Customers chuffer/representative to expain on your
behalf to the owner/customer
Communicate Directly with the person who is authorized to approve
the cost estimate & can explain you the concerns in the car
Jobs and estimate declined by the customer should be documented
for future reference with customers signature on the job car nor an
mail to customer.
If the customer not responding on mails make youre your revert
3
back to him after his telecom approvals
CONFIDENTIAL

First mail from CRE for


appointment cars before the car
is reported to Workshop

CONFIDENTIAL

Repair order by SA process 3


mail format

CONFIDENTIAL

Additional Jobs workshop


findings Process 4, SA

CONFIDENTIAL

Final invoice for delivery process


6 by SA

CONFIDENTIAL

Thank You

CONFIDENTIAL

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