Lesson 1Pre-inspection walkaround: visible leaks, tyre condition, fluid levels, obvious wiring or harness damageLearn a step-by-step exterior and engine bay check before shifting the vehicle. Check for leaks, tyre wear, glass cracks, fluid levels, loose bits, and wiring problems, noting everything on the repair order.
Exterior body, glass, and lighting reviewChecking tires, wheels, and tread wearInspecting for visible fluid leaksUnderhood fluid level and belt checksIdentifying wiring and harness damageLesson 2Vehicle security and key handling policies during inspection and test drive preparationLearn to manage keys, remotes, and keyless fobs to avoid loss or theft. Covers safe storage, sign-out books, valet tags, and test drive rules like who drives, route plans, and noting mileage before and after.
Key tag coding and identification rulesSecure key storage and access controlKey sign-out logs and accountabilityTest drive authorization and routingPost–test drive mileage and fuel checksLesson 3Recording and storing customer consent for diagnostic time and potential chargesExplains how to discuss diagnostic steps, rates, and extra costs. Shows getting written or digital approval, setting money or time limits, and saving consents in the repair order system to prevent arguments and stay legal.
Explaining diagnostic process and estimatesSetting time and dollar authorization limitsWritten, digital, and recorded approvalsUpdating consent when scope expandsStoring consent records in RO systemLesson 4Photos and initial evidence gathering: where to photograph and how to label images for the ROBest ways to snap photos of vehicles on intake, covering outside, inside, engine bay, and damage spots. Learn file names, linking to repair orders, timestamps, and labelling for clear, trackable, court-ready images.
Required intake photo angles and viewsDocumenting pre-existing damage and wearUnderhood and underbody photo guidelinesFile naming and RO number conventionsTime stamps, metadata, and chain of custodyLesson 5Structured symptom interview: clarifying when, how often, and conditions of CEL, rough idle, hesitation, and fuel economy changeStructured way to chat with customers about driving problems. Clarify when issues happen, how often, conditions, fuel type, and recent changes to boost diagnosis accuracy and cut repeat visits.
Clarifying concern: CEL, idle, hesitationTime, frequency, and duration of symptomsOperating conditions and load factorsFuel quality, recent fill-ups, and additivesRecent repairs, events, or modificationsLesson 6Documenting initial odometer, VIN, fuel level, and any customer-provided observations or prior repairsRecord mileage, VIN, fuel level, and customer notes accurately on intake. Verify VIN stickers, note warning labels, and capture past fixes or extras that might affect diagnosis or warranty.
Reading and recording odometer accuratelyLocating and verifying VIN and labelsDocumenting fuel level and fuel typeRecording prior repairs and modificationsCapturing customer notes and concernsLesson 7Receiving the vehicle and confirming customer complaints on a repair orderFocus on taking the vehicle, checking identity, and matching customer issues to the repair order. Confirm contacts, complaint details, symptoms not diagnoses, and note any lights or noises on drop-off.
Verifying customer and vehicle identityTranslating concerns into clear complaintsSeparating symptoms from customer diagnosesConfirming contact and authorization detailsDocumenting warning lights, noises, and smellsLesson 8Lift and jacking procedures, wheel chock placement, and vehicle stability verificationSafe lifting and jacking for different vehicles. Pick lift points, use stands, place chocks, check stability before work, and follow maker and workshop safety rules every time.
Identifying approved lift and jack pointsSetting arms and pads correctlyWheel chock placement for lifts and jacksVerifying vehicle stability before workLowering procedures and post-lift checksLesson 9Required safety checks before work: PPE, parking brake, wheel chocks, keys, immobiliser, battery disconnect policyMust-do safety checks before starting. Pick PPE, check handbrake and gear, place chocks, ventilate shop, use immobiliser, and know when to disconnect or reconnect battery safely.
Selecting and using required PPEParking brake and transmission checksWheel chock placement best practicesImmobilizer and anti-theft precautionsBattery disconnect and reconnect stepsLesson 10Using the dealership repair order system: fields to populate (complaints, visual findings, advised authorisations)Navigate the workshop repair order system and fill key fields right. Covers complaint-cause-correction, attaching photos and quotes, tech notes, and adding suggested services and approvals.
Mandatory RO header and vehicle fieldsEntering complaints, causes, correctionsAttaching photos and documents to ROsRecording estimates and authorizationsAdding notes for parts and warranty staff
