jlzwhite.gif (125550 bytes) Service Bay Management
   Posted May 13, 2008                                                                                            JLZ Business Services
 
Our Service Bay Management Section provides valuable on-line information for the auto repair and smog shop owner. We're certain you'll find something to make your business more successful.

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How to Write a Professional Work Order Estimate
Print & use in your next shop meeting.
STEP 1   Identify the vehicle. Usually, you will know the vehicle make, model and engine, but for confirmation, each manufacturer contains a model identification section listing model coverage, I.D. number location, engine codes, etc.

STEP 2  Familiarize yourself with all Groups. These are defined and illustrated on the inside cover .

STEP 3  Locate the section tab which represents the vehicle family of the model being estimated or repaired.

STEP 4  Refer to the index page at the beginning of your section.

STEP 5  Find the specific operation or item needing repair, and tab/turn to the page listed in the Labor column. NOTE: If a specific operation is not indexed, look for it in its most closely related operation. For example; "Alternator Brushes" are not listed in the index, but are located under Alternator .

STEP 6  Find the labor operation on the page indicated in the index and note the suggested time required for repair. Special attention should be given to any inclusions, notes or tariffs regarding items included or not included for that particular operation.

STEP 7  Add to the original suggested time any. ADDITIONAL TIME and/or COMBINATION TIME which applies to the specific year, model, engine, etc., being looked up. These additional or combination times are presented immediately after the main labor operation.

STEP 8  Note if there are any special circumstances that might affect the overall repair (excessive rust, broken or corroded bolts, etc.). Allow additional time as necessary to cover repairs affected by these conditions.

STEP 9  Add up all time estimates. Calculate the total repair operation hours including any Diagnosis Time, Additional Time or Combinations. Use the labor time conversions in the back of the guide to accurately convert total estimated repair hours to a total dollar charge for labor. Again. be sure to include any special labor conditions that may affect the estimate.

STEP 10  Add the total of labor and parts. Calculate the total of the labor and parts to arrive at a final completed estimated cost for the repair. Present the estimate and go over it with the customer. It is extremely important that the customer fully understands what the estimate consists of, what work will actually be performed, and what the costs involved are.

By making sure the customer is thoroughly aware of what you have quoted on your estimate, you can avoid potential problems that may arise at the end of the job.

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