SOP · Service · Front desk & advisors
Customer Intake (Tekmetric)
Name, vehicle, phone, and reason — every call and greeting
Table of Contents
On every phone call or greeting: customer name, year/make/model, phone number, and reason for call/visit.
1. Collect complete information
- Name (first and last), year/make/model, reason in detail
- Phone, email, mailing address
- How they found Cody's (Customer Source in Tekmetric)
2. Enter into Tekmetric
Job Board or Appointments → orange + → New Customer. Add vehicle. Enter VIN when the vehicle is physically received.
3. Explain process & quote
Inspection / estimate-by-text as applicable. Diagnostics use current Tekmetric canned jobs only (Level 1 / 2 / 3 and New Customer Specials). Do not quote obsolete sheet prices. Always state the grand total and repair-credit rules. A price with no car on site is RO-001 Phone Quote — not Check-in.
4. RO, authorization, schedule
- Build the RO with the correct canned job(s) and notes
- Explicit verbal approval; grand total for clarity
- Appointments → date/time → New Appointment → all fields → save
Confirm live Tekmetric / Supervisor before quoting rates. Passwords are never printed in Library copies.