Service protocol – template and checklist

What is a service protocol?

A service protocol documents what was checked and fixed on a vehicle or body build. It shows the result per check point and serves as proof and history towards the customer.

What a service-protocol template should contain

Beyond the check points themselves:

• Vehicle, reg. number and customer
• Date and performed by
• Check points with result (OK / not OK / not applicable)
• Remarks per point
• Actions and recommendations
• Meter reading where relevant
• Signature

From paper protocol to digital

In Fitout you build your own protocol templates, fill them in on the shop floor and email a finished protocol to the customer. Deviations can become a service job right away – and everything is kept as history per vehicle.

Frequently asked questions

What should a service protocol contain?

Identification of vehicle and customer, date, check points with results, remarks, actions and a signature.

Can I have different protocols for different jobs?

Yes. In Fitout you create several templates and pick the right one for each inspection.

How do I send the protocol to the customer?

Straight as an email from Fitout, or as a printout. The customer gets a clean, dated protocol.