Occupation Overview

Service Advisor/Estimator

CARSability breaks down a Service Advisor/Estimator's knowledge into five broad categories.

  • Interacting effectively with customers
  • Selling service
  • Ensuring proper service completion
  • Administrative tasks
  • Safety-related tasks

Service Advisor/Estimator assessments address the following topics in depth.

  • Handling telephone enquiries
  • Scheduling appointments
  • Greeting/acknowledging customers
  • Gathering, reviewing and updating customer/vehicle information
  • Opening the service order file and identifying customer needs
  • Communicating completion expectations
  • Finalizing the invoice
  • Explaining services performed and answering questions
  • Collecting payment
  • Measuring customer satisfaction
  • Making follow-up phone calls
  • Handling complaints
  • Preparing the estimate
  • Selling the estimate and getting customer authorization
  • Scheduling and coordinating service to be performed
  • Getting the service performed
  • Administrative Tasks
  • Safety-Related Tasks

Occupation Development

CARSability was developed using an in-depth analysis of each occupation in the automotive industry. This detailed approach was applied to all asspects of the tool and allows CARSability to generate unsurpassed skills assessment results and to pin-point exact training recommendations. To read more about CARSability please follow the links below: