front office process forms


Our “Repair Process Forms” Blue Print the entire Collision Repair Process for Each and Every vehicle by introducing
“Standard Operating Procedures” (SOP’s) into the work place.  These forms are designed to Reduce Repair Cycle Time,
Increase Profit Margins, Reduce Costly Warranty Come Backs, Minimize Liability Claims and Maintain Bureau of
Automotive Repair (B.A.R.) Compliancies

Front Office:    “Waiver & Release of Liability”
- Vehicle Unsafe to Drive

ABOUT:  “Waiver & Release of Liability” - Form
This Form is used when a customer walks into your store requesting an estimate for repairs.  However,  upon inspecting
the vehicle you identify that it is “Unsafe to Drive” on Public Roads (e.g. Severe - Tire or Suspension Damage, Radiator
Leak, Cracked Transmission ...etc)

Waiver and Release of Liability:
“Vehicle Unsafe to Drive on Public Roads”
This section indicates that the Repair Facility has taken steps to warn the customer that their vehicle is unsafe to drive on
Public roads.

Notification to Owners "Insurance Provider”
This Step Helps the Store to “Capture the Sale”
This section helps the Repair Facility to "Capture The Sale".   Motivate the customer to fill out this section of the form and
assist them in faxing it to their Insurance Agent who will generate a claim and notify you if customer has rental coverage.  
The key is to put the customer in a safe rental car, have them sign the “Tear Down Authorization” so you can get started
to prepare an estimate for damage.

Note: A release of liability gives you a layer of protection, but it doesn't altogether negate the possibility of a lawsuit. It
does however make it difficult for the client to prove or claim that they have come to harm without any warning from your
store.

Front Office:    “Vehicle Check-In Form”


Typically, 4-6 forms are used when “Checking In” a vehicle to the Body Shop.  We have compressed these forms into one
concise document.  

Your Vehicle “Check-In” form allows you to gather and compile ALL the pertinent information you will need in order to
flawlessly process the vehicle for repairs.


ABOUT:  “Vehicle Check-In”  - Form

Customer Contact Details
Insurance Claim Information
Vehicle Information (Needed to Write an Estimate)
Fuel Status (At Time Vehicle Was Dropped Off)
Loose Equipment & Accessories Left in the Vehicle
List of Detachable/Non-Detachable Electronic Items
Current Condition of Vehicle (Body, Paint & Trim)
Prior Damage (Non Related to Collision)
Area of Reported Collision Damage (Show on Sketch)
Release of Liability for Personal Items Left In the Car

Front Office:    “Repair Authorizations Form”
ABOUT:  “Customer Authorization” - Form

We have compressed All the Authorizations, you will need from the customer, into one concise form.  Your “Customer
Authorization Form” keeps your store compliant with “Insurance Carriers” and the “Bureau of Automotive Repair” (BAR)
and guides you through the correct procedure of obtaining ALL the “Authorizations” Needed for Each and Every Repair
you Process.


Comprehensive Authorization Package
Customer Contact Details
Insurance Claim Information
Your BAR # Displayed on Authorization Form (Per BAR Law)
Your Company Name & Contact Details (Per BAR Law)
Vehicle Information/Description (Per the Law)
Obtain Authorization for “TEAR DOWN” (To Write estimate)
Obtain Authorization to “REPAIR VEHICLE”
Obtain Authorization “TO PAY + POWER OF ATTORNEY”
Obtain Authorization for “SUPPLEMENTS” (Hidden Damage)

BENEFITS:  Of “Blue Printing Your Repair Process”
Minimize Liability Claims and Maintain Bureau of Automotive Repair (B.A.R.) Compliancies
Reduce Repair Cycle Time     Increase Profit Margins     Minimize Liability Claims     Improve CSI Scores
Reduce Costly Warranty Come Backs