Prepare Estimates My background. Started in the aftermarket. We - - PowerPoint PPT Presentation

Training Technicians to Prepare Estimates

■ My background. ■ Started in the aftermarket.

■ We answered the phones. ■ We scheduled the appointments. ■ We wrote up the repair orders. ■ We diagnosed the vehicles. ■ We prepared estimates, ordered parts. ■ Repaired the vehicles. ■ Invoiced Repair order, & cashiered RO!

Training Technicians to Prepare Estimates

■ My background. ■ First day in a dealership.

■ Experienced central dispatch. ■ 1st RO Complaint, Noise in front. ■ 3 ASMs, 2 strong 1 week. ■ Passing my paycheck to ASM.

Training Technicians to Prepare Estimates

■ Why is it important for technicians to

learn how to properly write an estimate?

■ An organized estimate will increase the

advisor’s close ratio.

■ An organized estimate will decrease

the amount of time it takes to get authorization.

■ An organized estimate will increase

the hours per repair order.

Training Technicians to Prepare Estimates

■ 1st Priority of the estimate

■ The 1st concern on the RO is the primary concern, & the estimate needs to be in

• rder of the primary concerns 1st!

■2nd Priority of the estimate

■ on the RO is the second concern, & the estimate needs concern's.

■ Customers will tell you what they want

done in the order of importance.

■ We need to sell to the customer in the

same order.

Training Technicians to Prepare Estimates

■ Let’s say YOU brought YOUR vehicle in

for an electrical problem.

■ I call YOU and tell you about the 30K

you need.

■ What are you thinking? ■ What about the electrical problem?!!! ■ Any chance of selling that 30K now?

Training Technicians to Prepare Estimates

■ First address the customers concerns

in the order they gave them to us.

■ Next address any additional services

needed in the order of importance or urgency.

■ Which repair has a higher urgency, an

• il leak or brakes?

■ Are you sure?

Training Technicians to Prepare Estimates

■ Valve cover gasket is leaking. ■ Needs front brakes. ■ Needs water pump. ■ Could you sell these additional repairs

written like this?

Training Technicians to Prepare Estimates

■ Valve cover gasket is leaking. ■ Needs front brakes. ■ Needs water pump. ■ What information is missing?

Five words I want you to remember, Seeping, Dripping, Pouring Needs Suggested.

Training Technicians to Prepare Estimates

■ Valve cover gaskets are seeping oil

suggest replacing both valve cover gaskets.

■ Front brakes are getting low, pads are

80% worn.

■ Water pump is seeping at the weep

hole.

■ Better? Use needs/suggest to help

• ASM. What order now?

Training Technicians to Prepare Estimates

■ Valve cover gaskets are dripping oil suggest

replacing both valve cover gaskets.

■ Front brakes inner pads are 95% worn.

Needs front pads, suggest resurfacing both front rotors.

■ Water pump is pouring at the weep hole. ■ Better? Paint a picture. What order now?

Training Technicians to Prepare Estimates

■ Valve cover gaskets are leaking oil

• nto the exhaust manifolds. Needs both

valve cover gaskets replaced.

■ Front brakes inner pads are 75% worn.

Needs front pads, suggest resurfacing both front rotors.

■ Water pump is seeping at the weep

• hole. Suggest replacing water pump.

■ Better? What order now?

Training Technicians to Prepare Estimates

■ Valve cover gaskets are pouring oil onto the

exhaust manifolds. Oil level is 1 ½ quarts low. Needs both valve cover gaskets replaced.

■ Front brake inner pads are 75% worn. Needs

front pads, suggest resurfacing both front rotors.

■ Water pump is dripping out of the weep

hole, the radiator fan is wobbling, coolant is cloudy and coolant reservoir is empty. Needs water pump replaced. Suggest coolant flush.

■ Better? What order now?

Training Technicians to Prepare Estimates