Service Intake — Interim Form
SOP Training Manual
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Service Intake Worksheet
SO #
01
Intake
Date opened
Time in
Date promised
Time out
Advisor
Tag #
Technician(s)
Shop / Bay
PO #
Terms
Cash
Account
Warranty
02
Customer
Name
Customer code (if existing)
Address
Home
Cell
Email
New customer?
Yes
No
03
Vehicle
VIN is the primary key — capture all 17 characters
VIN
Year
Make
Model
Color
License plate
Stock #
In-service date
Engine
Selling dealer
Beyond Auto
Other:
Fleet #
Extended warranty
Yes
No
Odometer IN (km)
Odometer OUT (km)
Keys received
Fuel level
E
¼
½
¾
F
04
Service Requests
Use full sentences for the 3 C's — Concern / Cause / Correction
+ Add another request
05
Totals
Notes / shop comments
Labor total
BZ$
0.00
Parts total
BZ$
0.00
Fees
BZ$
Supplies
BZ$
Sub-total
BZ$
0.00
GST 12.5%
BZ$
0.00
Total
BZ$
0.00
Customer signature
Printed name
Date
REQUEST 01
Remove
Request code / description
Job #
Status
Original
Add-on
Warranty
C1
Concern
— customer reported
C2
Cause
— tech diagnosis
C3
Correction
— work performed
Labor
Code
Description
Type
Hours
Amount (BZ$)
+ Labor line
Parts
Part #
Description
Qty
Bin
Price (BZ$)
Amount (BZ$)
+ Part line
Request sub-total
BZ$
0.00