Whether you are using ERO (Electronic Repair Orders) or paper repair orders – one of the biggest and easiest chargebacks for an auditor is a missing signature. It is a slam dunk; give me the money.

Customer signatures are required to maintain compliance with manufacturers' policies and procedures. Most manufacturers require them on the final copy as well as on the hard copy write-up. All OEMs require that the customer sign the hard copy PRIOR to the repair. It is important that the signature is on the statement where the customer is approving that you can do work on their vehicle. Not just signing a statement approving an estimate for the customer pay work. In some dealerships, there are two statements, one for approving estimates, and one for approving that you can work on their vehicle.

After you have listed all the customer complaints, they must sign giving you the authorization to work on their vehicle. This is just like going to the doctor’s office: you're always asked to sign that you agree to the procedure.

Next, let’s say that you finished doing a proper write-up with the customer concerns listed. You have printed the hard copy, and your customer says, “Oh wait! I forgot to add that my widget is falling off.” In these cases, you need to hand write the new concern about the widget falling off by using the verbiage, “customer added widget is falling off,” and then have the customer initial next to the added line and sign the bottom of the hard copy.

I have had some advisors say, “I am just going to reprint it and have the customer sign the corrected copy." The problem with this is that it still shows as a duplicate print and an asterisk as an added repair. So make sure you cover all bases and have the customer sign next to the added repair even if you reprint.

Here are some other important facts for obtaining authorization via the customer signature before ANY work is started on their vehicle:

IF YOUR DEALERSHIP IS USING A PRE-WRITE, PRE-INVOICE, OR WRITE UP SHEET, SIGNATURES ARE A MUST ON THESE DOCUMENTS AS WELL. THIS BECOMES YOUR LEGAL DOCUMENT.

  • It must identify the vehicle by VIN and miles. (yes the entire VIN).
  • It must have all customer complaints listed and a copy must be given to the customer.
  • Any complaint on the printed hard copy beyond what is on the pre-write sheet is considered an added repair and must be treated as such.

It is terrible to sit with the auditor who points out to you that “oops” all your pre-writes are signed but they are blank. So that means your customer signed approving NOTHING.

BE CAREFUL WITH DROP OFFS!

  • When a vehicle is dropped off, all complaints beyond what is on the drop off sheet are considered added repairs and must meet add-on requirements.
  • Also, the drop off letter or envelope must be signed by the customer. If the customer does not sign the drop off with the listed complaints, then you must document (which means you type in comments) the customer contact along with the time, date, and who you spoke with. Then what complaints they are adding by stating “added by phone”. Now walk that hard copy to the service manager to sign for the customer.
  • If you received an email from the customer, be sure to put that in your story and attach the email. It is also suggested that you type in comments that there is an email from the customer approving repairs.

IN-STOCK VEHICLES MUST BE SIGNED BY SERVICE MANAGEMENT APPROVING THE REPAIR.

  • This includes PDI’s, CPO’s, and new and used vehicle repairs.

TOWED IN VEHICLES:

  • You must obtain customer signatures on the hard and the final copy at pickup. Remember, anything beyond the reason it was towed in is an add-on. We see so many claims get charged back for this.
  • Document every conversation with the customer.
  • In many stores, we recommend that the cashier, service advisor, or whoever is the last person to see that customer and will give them the keys, will be the last stop in making sure all customer signatures are present. As well as all add-ons are properly signed by the customer. Missing signatures after the vehicle is gone means that the money is gone as well!

Put someone in charge so you don’t get charged!

Need help implementing some of these policies? Let us know and we can send our trainers to your dealership. Or we can get you started in our online training in the AWN Academy

Views: 35

Comment

You need to be a member of DealerELITE.net to add comments!

Join DealerELITE.net

Latest Activity

Ujj Nath posted a blog post
15 hours ago
Scot Eisenfelder posted a video

Ignore the Grinders

CEO & Executive Chairman of Affinitiv, Scot Eisenfelder, shares why dealerships should ignore the grinders and focus on their most valuable customers.
16 hours ago
Jim Flint posted a blog post

Geo Conquest

In this video blog, Jim Flint, CEO, and Founder of Local Search Group discusses how to approach Geo…See More
19 hours ago
Simon Hopes posted a blog post

What Training is Needed For Driving a Bus?

Have you dreamed of driving a bus since you were a child? Did you look in awe at your local bus…See More
22 hours ago
Walter McNulty posted videos
yesterday
Walter McNulty posted a status
"The EL Patronn show airs live tomorrow at 11am on Facebook. Tune in for some great insights."
yesterday
Damian Boudreaux posted blog posts
yesterday
Scot Eisenfelder posted a blog post

Affinitiv and AutoLoop Sign Definitive Agreement to Merge

Combination creates a leading provider of marketing technology and software solutions exclusively…See More
yesterday
Michia Rohrssen posted a blog post
yesterday
John Sternal posted a blog post

Lease Credit Approval Rates Dip To 65% In June

More Demand From Consumers Seeking Existing Lease Contracts at Price Points Negotiated When Dealer…See More
yesterday
Doug Van Sach posted a blog post
yesterday
Asad Shoaib posted a blog post

Australia’s Equivalent of Truecar.com

The process of buying and selling a new car is never going to be all easy and smooth. However, if…See More
yesterday
Veronica Dunford posted a blog post
Wednesday
Dan Beres posted a blog post
Wednesday
Ryan Holman posted a blog post

Why Hire Professional Window Tinting Service Providers?

It might be tempting to tint your car windows by using a DIY kit, but the benefits of hiring an…See More
Wednesday
Bill Wittenmyer posted a blog post

The Best Leads are in Your CRM

New leads are important, and you always want to keep the pipeline full. Yet, it can cost as much as…See More
Wednesday
John Sternal posted a blog post

Inovatec Systems Corp. Partners with ZestFinance to Enhance Lending Procedures

Inovatec Systems Corp., a provider of industry-leading, cloud-based software solutions for all…See More
Tuesday
Paul Moran posted a blog post
Tuesday
Steven Laureys posted a blog post
Tuesday
Jim Flint posted a blog post
Tuesday

Get Newsletter

© 2019   Created by DealerELITE.   Powered by

Badges  |  Report an Issue  |  Terms of Service