Professional Work Order Guidelines
Preparation:
How to Write a Proper Work Order
Estimate
- Use the correct work order form.
- Prepare the work order prior to starting work on the customers car.
- Gather the complete customer information required by the BAR and state
law. The information required is: Name, address, phone number ( reachable ), mileage,
license number, order taken by, etc.
Estimates:
Professionally Estimated Labor Rate Times
- Have the customer sign, and provide the customer with a written estimate.
- Enter the work, parts and labor as completed.
- Extent the figures after you have checked the labor guide manuals.
Building Sales:
Maintenance
& Safety Inspection Checklist
Inspect the vehicle using your vehicle safety inspection check
list, and note other items that need attention.
Place old parts in parts bag and return them to the customer when
he picks up his car.
- Add to total and check your math. Staple adding machine tape to
work order.
Management:
Auto Repair Telemarketing Guidelines
- Daily record the opening and closing work order number.
- No work order should be destroyed. IRS and the Franchise Tax Board require that you void
and retain all work orders not used.
- Place the work order number on all parts store invoices.
- Keep all work orders for 5 years.
- Keep remainder of work orders in a secured area.
THE WORK ORDER IS ONE OF THE MOST IMPORTANT DOCUMENTS IN THE BUSINESS. YOU MUST
TREAT THEM AS SUCH

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