Responsibilities for Updating the Calendar

Customer Service

1. 1.) Assignments
2. 2.) Appointments
3. 3.) Scheduled In (drivable Pre-Order)

Writer

• 1.) Staging – Insurance

Writer/Production Staff

• 1.) Staging – Blueprint
• 2.) Scheduled Due (date due)
• 3.) Total Loss

Production staff/Writer

• 1.) Staging – Dispatch (Parts/Labor)

Techs

• 1.) Completed RO’s

Common issues found that need to be corrected:

• 1.) Vehicles behind “today” on the calendar
• 2.) Not dating out delivered vehicles the day it is delivered (unable to accurately age receivables)
• 3.) Creating a repair order for a job that should only be an appointment or assignment

Recommendations: See Rome’s Canons of Success

• *(Customer Service) All drivable preorders that did not show up should be rescheduled before lunch
• *(Customer Service) The calendar is maintained for assignments, appointments, & drivable preorders. Making sure that these are “never behind today” on the calendar.
• *(Administration) Always have tickets reviewed before the car goes to paint.