Template

Service Process Health Check Checklist

by Ian Swales, from the Community

10+

This Service Process Health Check checklist helps automotive dealerships and service centers standardize their end-to-end workflow. It covers appointment and capacity planning, vehicle drop-off, workshop repairs, quality control, customer handover, and invoicing. Steps include use of a DMS, MOT scheduling, TruckFile inspections, customer communication and authorizations, and documentation for parts and warranty. Use this template to improve efficiency, consistency, and customer experience across your service operation.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Job Order Template
Use this job order template to manage service visits from start to finish. Record customer and site details, check in and out times, work descriptions, customer complaints, equipment brand, model and serial numbers, repairs required or completed, parts needed, photos of name plates and equipment, and remarks. Capture customer feedback and collect signatures from the customer, technician, and service in charge to confirm completion and warranty status. Ideal for restaurants and food service operations to track maintenance and repairs across locations.
by RIYAS SAINUDHEEN, from the Community
Downloads: 0
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Template
Gemba Kaizen Operations Assessment Checklist
This Gemba Kaizen operations assessment checklist helps automotive service centers evaluate end to end processes, from customer reception and appointment management to parts preparation, multi point inspection, job card updates, carwash, delivery, and post service follow up. It includes checks for CRM and DMS usage, display of genuine parts and pricing, workplace organization, quality control, communication with customers, and PDCA based continuous improvement. Use it to standardize workflows, monitor KPIs such as CPRO and TA, and drive consistent service quality.
by Hikaru Yamamoto, from the Community
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Template
Simple Check List for Dealer Operation 2.1.1
A detailed inspection framework designed to evaluate and maintain high standards in automotive dealership operations. The checklist covers eight key areas: exterior facilities including parking and building condition, interior reception areas, showroom presentation, customer lounges, restroom facilities, parts center operations, workshop conditions, and service quality protocols. Each section contains specific criteria to assess cleanliness, maintenance, functionality, and customer service standards. The document helps dealerships maintain professional appearances, ensure customer comfort, and deliver superior service experiences. It includes evaluation points for physical infrastructure, customer amenities, staff performance, and service delivery processes, making it an essential tool for dealership management and quality control.
by Kiyoshi Yosano, from the Community
Downloads: 50+
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Template
Rygor Service Site Audit
This Rygor service site audit checklist helps assess service department operations across the full customer journey and workshop floor. Review external areas such as parking, signage, building condition and flags, then evaluate reception, waiting areas, canteen, meeting rooms and offices for cleanliness, compliance and presentation. Inspect workshop standards including housekeeping, tool storage, calibration, diagnostic equipment, key cabinets and safety measures. Verify processes for job cards, loading, quality checks, preventative maintenance, training and technical documentation. Check compliance and performance in Service 24 hour operations, MOT preparation, vehicle health checks, national pricing and recalls. Assess company and courtesy vehicle control, staffing, work wear, and financial KPIs including profit, costs, accounts, invoicing, recovery, efficiency, utilisation, overtime and WIP. Use this template to drive consistent standards, safety, compliance and customer satisfaction.
by John Derrick, from the Community
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Service Process Health Check Checklist

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Job Order Template

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