Garage assistant setup

Step 1 of 7

What work do you offer?

The main services are ticked as a starting point. Untick anything you do not offer and add anything missing.

Anything else you offer?Any jobs you do not take on?

Please complete the required questions above.

Step 2 of 7

Enquiry details

Keep the standard questions or tell us what needs changing.

Always collected

Registration · requested work · preferred date or time · name · contact details

✓Suggested extra questionsMake/model, mileage, service history, warning lights, symptoms and when they occur. MOT enquiries include the due date or reason for a retest, if known.

Ask these extra questions when relevant?

Choose one

Yes, ask these extra questionsNo, ask only for the basic detailsChange the extra questions

Vehicles accepted for servicing and repairs

Multiple answers

CarsVansOther

Any vehicle, fuel type, size or brand restrictions?

Please complete the required questions above.

Step 3 of 7

MOT, service and A/C details

Complete only the sections relevant to the services selected.

Other service-specific instructions

Please complete the required questions above.

Step 4 of 7

Prices and workshop visits

Tell us how you handle estimates and inspections. The assistant will only use prices you approve.

After reviewing the vehicle and job details, what can the workshop usually provide?

Choose one

A fixed quoteAn estimated price rangeInspection needed firstDepends on the job

Is preparing an estimate normally free?

Choose one

FreeChargedDepends

Is a physical inspection or diagnostic check charged?

Choose one

FreeChargedDepends

Before visiting for an estimate or check

Choose one

Garage must agree the visit firstCustomers may come without arranging

Please complete the required questions above.

Step 5 of 7

Photos and supplied parts

Photos can help explain a fault, but do not replace a workshop inspection.

✓Optional photosA dashboard warning, visible fault or relevant service document can be useful. No photos are needed for a routine MOT or service request.

Use this photo guidance?

Choose one

Yes, use this photo guidanceNo, do not give photo instructionsChanges needed

Do you fit customer-supplied parts?

Choose one

YesNoCase by case

Please complete the required questions above.

Step 6 of 7

Workshop details

Add the details the assistant should use. No garage name, address or contact details have been filled in.

Garage nameWorkshop addressCustomer contact numberMonday to FridaySaturdaySundayDifferent weekday or bank holiday hoursPayment methodsParts and labour warranty

Other facilities (tick only if offered)

Multiple answers

Any limits or charges for these facilities?Anything customers should know before visiting?Any other common question or workshop rule?

Please complete the required questions above.

Step 7 of 7

Check your answers

Check your answers, then send them to Alex. You will receive a reference once they are saved.

What work do you offer?

MOT, servicing and repairs

Enquiry details

Ask these extra questions when relevant?

Vehicles accepted for servicing and repairs

MOT, service and A/C details

Which MOT classes do you test?

Do you accept out-of-hours MOT requests?

Which air conditioning gases do you cover?

Prices and workshop visits

After reviewing the vehicle and job details, what can the workshop usually provide?

Is preparing an estimate normally free?

Is a physical inspection or diagnostic check charged?

Before visiting for an estimate or check

Photos and supplied parts

Use this photo guidance?

Do you fit customer-supplied parts?

Workshop details

Other facilities (tick only if offered)

Check your answers