Urgent: Excel spreadsheet "checklist"

E

Evenflow

New member
A few years ago someone posted what was either a word/excel spreadsheet checklist that you would have someone sign before you detailed their cars. You know, just these previous dings/dents/whatever were here before you gave me the car.



Does anyone have this?
 
I can email you the one that I use. It was adapted from the one that I'm sure you are talking about. I'd be happy to host these on my site for other detailers to download, but I am terrible at the web stuff and am not sure how to do it.
 
That was most likely the check in sheet I authored:



work_order.jpg




Here's how to use it:



1. Circle all pre-existing damage on the customer's vehicle.

2. Circle and draw arrows to problem areas (scratches, tree sap, interior stains) or special requests (swap license plate, remove bug guard, etc.)

3. Have the customer complete his/her information fields.

4. Write down the services you are to perform (ie, full detail), when the car is due (ie, 4 pm), and what the price is (ie, $250).

5. Have the customer SIGN the document.



This is a critical document for the following reasons:



1. The customer signs for and acknowledges pre-existing damage (dents, scratches, cuts on interior, etc) and will help should you be wrongly blamed for this damage.

2. The customer appreciates that you have not only listened to their specific requests, but written them down.

3. Their signature authorizes the "work order", or request for work, should there be any dispute about the bill.

4. You obtain the customer's phone number to reach them when done or with questions.



And the very most important reason for a check in form:



You get the email address of almost every customer. About 90% of my customers fill this field out without objection. Some skip it. Some ask why I need their email. I tell them that I send monthly e-newsletters with specials, and they usually supply their emails.



Your email list is one of your most important assets. Email your customers using Constant Contact monthly. Remind them of your services. Give them basic car care tips. Send coupons and run specials.



The very most effective marketing is done to your existing customers.
 
No, mine is much more detailed than the one you posted and I added an Acknowledgment disclaimer that the customer agrees to. It was adapted from the one Diamond Detailing posted a long time ago.
 
No, the one that I use is much more detailed and, IMHO, better and more professional looking. I adapted it from the one posted by Diamond Detailing a long time ago. I also added an acknowledgment disclaimer as well instead of just an implied agreement.
 
I've replied to PMs and have emailed it out to most of you. If I've missed your PM or post, please send me an email at tsprodetailing@gmail.com and I'll reply with the estimate/invoice sheet as an attachment.



It's an 8.0Mb xlsx file, so be patient. :)
 
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