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At the conclusion of this course, the student should be able to:
1. Prepare initial repair orders in compliance with California law
2. Estimate parts and labor charges
3. Carry out routine shop procedures such as: requisition parts, dispatch work to technicians,
and contact customers
4. Revise and close out repair orders in compliance with California law
5. Successfully and ethically manage customers and employees in workplace situations
6. Qualify to enter the automotive trade as an entry level service management employee
7. Read and interpret workplace documents
8. Use mathematic principles in common work scenarios
9. Accurately follow instructions
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This course complies with National Automotive Technicians Education Foundation (NATEF) training standards as of 2015.
I. Personal Standards Expected in the Workplace (NATEF Standard 7.9)
A. Appropriate dress, language use and manners suitable to the workplace
B. Reporting to work on time
C. Proper personal hygiene
D. Employment eligibility criteria such as; drug/alcohol-free status, clean driving record, etc.
E. Honesty, integrity, and reliability
II. Implementing Good Work Habits and Ethics (NATEF Standard 7.10)
A. Scientific, technical, engineering and mathematics principles and reasoning
B. Addressing the needs of customers, and provide helpful courteous service
C. Implementation of a productive plan of work
D. Workplace policies and laws
E. Resolving problems that arise during the course of a workday
F. Working successfully as a member of a work team
G. Assisting others as requested in the workplace
H. Working well with customers and other employees
I. Negotiating solutions to interpersonal and workplace conflicts
J. Interpreting workplace documents
K. Contributing ideas and demonstrating initiative in the workplace
L. Communication (both verbally and in writing) with customers and coworkers
M. Following instructions successfully
III. Demonstrating the Skills Necessary to Work as a Service Advisor or Manager
A. Preparing repair orders in compliance with California law
B. Estimating parts and labor charges
C. Shop procedures such as: requisition parts, dispatch work to technicians, and contact
customers
D. Revise and close out repair orders incompliance with California law
E. Ethical management of customers and employees in workplace situations
F. Skills necessary to pass the ASE (Automotive Service Excellence) Automobile Service
Consultant exam (C1)
G. Qualifications to enter the automotive trade as an entry level service management
employee
H. Work within a typical automotive financial software system performing typical tasks such
as:
1. Enter bookkeeping information
2. Print financial reports, such as profit/loss statements
3. Look up technician productivity figures
4. Open and close customer repair orders
5. Estimate parts and labor costs for needed repairs
6. Calculate gross profit and net profit
7. Use software for data mining of various facts and trends
I. Work with the rules and procedures of various regulatory agencies such as:
1. California Bureau of Automotive Repair (BAR)
2. Environmental Protection Agency (EPA)
3. Occupational Safety and Health Administration (OSHA)
4. California Department of Motor Vehicles (DMV)
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Service Advising and Management. LaRosa, Gary. CDX Learning Systems. 2020
Write it Right. Bureau of Automotive Repair. 2019
Instructor prepared materials