A repair order jacket should be used on every job. Record all information on the front of the jacket, as well as any special promises to the customer, when the job is sold.
Pass the jacket to the person in charge of ordering parts and fill in the following sections:
Vendor information section
When the parts were ordered, and by whom
Dealership where the parts were ordered
Expected date of arrival
Make a copy of every part's invoice
Keep all paperwork in the RO jacket
When all parts have arrived, the jacket goes to the person in charge of production.
Back side has additional space for notes
Record all phone calls to insurance companies/customers
Record supplement problems
Be sure to record information that:
May be needed when the job is finished
May be useful for computing the final bill
These items are recorded in the customer/insurance section
Note: record supplement information in red for easy reference
When the job is finished:
Compute the final bill in the lower right hand corner of the jacket
Make copies of all invoices and put them inside jacket
Make sure notes are complete
Final bill can now be computed easily!
After all money is collected:
File the jacket alphabetically by color label system
Make sure all invoices and paperwork are inside
Include copies of final bill & supplement, rental form, POA, etc.
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