Mechanical
Strategies
Action Codes
100

What type of note in the Inventory screen do you look for to see what a manager has decided to cover on a repair?

OP

100

What are the 3 things you must do to de-escalate a customer?

1. Create Calmness
2. Confidently take charge
3. Move the conversation forward

100

How do you get to the inventory screen?

IN

200

What information should you look for on an account when dealing with an escalated customer to let them know what is going on?

Most recent diag, service notes, ETA, what has been paid for, what are they responsible $$wise

200

How do you create calm? Give me 2 examples 


1. Sorry that you have had such a frustrating experience. 

2. Thank you for sharing that with me
3. Sounds like this has been a real challenging situation for you
4. Thank you for taking the time to let us know


200

What action code can you use to see a summary of the account

AS

300

What is the 3 part strategy to handling mechanical escalations

1. This is what I know
2. This is what I have done
3. This is what I need from you

300

How do you confidently take charge? Give 3 options

1. I am sorry
2. I want to get to the bottom of this
3. I appreciate your patience
4. I will do everything I can, but may take time
5. I understand that you are in a frustrating situation.

300

What are 2 action codes you can use to look at notes

AC-all contact
AN- all notes

400

Use the 3 part strategy to de-escalate a customer that is upset just bought the car 4 days ago and it has died while driving. Has been able to jump start it and move it, but dies again after 10 mins or so.

What do you know- car is stalling but able to start
What has been done-  provide a list of shops- potential tow
what do we need from them- any other mech questions, is one of the shops close enough to drive too

400

How to move the conversation forward

1. Please allow me to ask a few more questions
2. let me take a look into your account to see what I can do
3. I have a few suggestions to resolve the issue
4. To make sure we are on the same page, can you clarify?

400

What are 2 action codes to use in the inventory screen to figure out more on the mechanical situation

RD- repair details
RM- read emails

500

Use the 3 part strategy on the following scenario car is at shop, warranty denial due to miles and needs a new engine, customer is a perfect payer and has not used a mod.

What I know- needs engine out of warranty
what I have done- reviewed the estimate and discussed options with manager
What I need to know- how much of the repair can the customer cover

500

What if they demand a supervisor right away

1. Will you first give me the chance to help you? That's what I am here for
2. I am confident in my abilities to help you
3. I am confident that together we can come up with a resolution

500

Customer calls from a different location and needs to know which shop to take the car to. You are not familiar with this location, what action code can you use to provide a list of shops?

IN then S