Santa Barbara CDJRF

Position Title:   Service Advisor 

Reports to: Fixed Operations Manager/Service Manager

Position Summary: The Service Sales Consultant is responsible for scheduling service work in the service department and for promoting and selling additional needed service to customers. Must present a professional appearance. 

Essential Duties & Responsibilities:

• Maintain CSI rating as established by Management.
• Maintain a dealership-prescribed standard for “hours per customer repair order written” and “effective labor rate”.
• Ensure all documents, such as repair orders and invoices, are accounted for.
• Accomplish the forecast established by the Service Manager.
• Greet customers in a timely, friendly manner. Obtain customer and vehicle data.
• Schedule appointments using the appropriate systems. Obtain customer’s signature on repair order; provide customer with a copy.
• Communicate with customers to determine the nature of the mechanical problem(s). Advise customers of the importance of maintaining their vehicles in accordance with the manufacturer’s recommended maintenance schedule. If additional service work is needed, explain details to the customer, including additional cost and time considerations.
• Secure appropriate approval and authorization numbers from the service contract company prior to repairs.
• Document the exact repair instructions on the repair order and initiate vehicle inspection.
• Provide accurate estimates for labor and parts to customers.
• Detail on the repair order if special arrangements are to be made for pick up/delivery. Transfer this information to the invoice.
• Follow up with customers on unsold repairs.
• Follow up progress of each repair order. Contact customers regarding any changes in the estimate or completion time. Record changes on repair order.
• Handle telephone inquiries regarding work-in-progress and appointments.
• Compare final invoice with original repair order. Review for completion and accuracy.
• Accept cash and credit payments. Keep cash register accurate.
• Deliver vehicle to customer and answer any questions.
• Keep Quick Pricing Guide, Multi-Point Inspection, Maintenance Menus and other service department forms up-to-date.
• Complete training as directed by supervisor.
• Follow policies and procedures as set forth in Employee Handbook.
• Any other duties as assigned. 

Knowledge, Skills and Abilities Required: 

Educational: High school diploma or the equivalent. 

Experience: One year vehicle repair or related industry experience. General knowledge of vehicle mechanical operations.

Special Skills (i.e., licenses, certifications, etc.): Superior communication and customer service skills. Ability to read and comprehend instructions and information. Ability to use personal computer applications including word processing and spreadsheet software. Current valid driver’s license.

Physical Demands and Working Conditions: 

The noise level in the work environment is usually loud. Occasionally required to bend, stoop, crouch, reach, and handle tools. Occasionally requires the ability to lift 20 pounds of material. Frequently works near moving mechanical parts. Exposed to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle service department. Exposed to exhaust fumes or other airborne particles. 

THE ABOVE DECLARATIONS ARE NOT INTENDED TO BE AN “ALL-INCLUSIVE” LIST OF THE DUTIES AND RESPONSIBILITIES OF THE JOB DESCRIBED OR OF THE SKILLS AND ABILITIES REQUIRED TO PERFORM THE JOB. RATHER, THEY ARE INTENDED ONLY TO DESCRIBE THE GENERAL REQUIREMENTS OF THE JOB.

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Signature (Employee)                         Date

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Signature (Supervisor)                         Date