Customer & Shop Ops

PDI, customer walk-through and estimating.

Lessons

1. 01Pre-Delivery Inspection (PDI)A consistent PDI catches problems before the customer does.
2. 02Customer Walk-ThroughExplain hookup, break-in and the 50-mile re-torque at delivery.
3. 03Estimating & Repair OrdersWrite accurate estimates and get approval before work.
4. 04Service Intake & Customer PropertyCapture useful service information and protect the customer's trailer, belongings and access devices throughout the visit.
5. 05Safe Bay Setup & Trailer MovementControl movement, stored energy and work-area hazards before servicing a trailer.
6. 06Component Identification & Service InformationIdentify the installed equipment and locate applicable specifications before selecting parts or performing service.
7. 07Structured Diagnosis & Shop EscalationUse controlled tests and evidence to separate likely causes, avoid unnecessary parts replacement and escalate unsafe or unfamiliar work.
8. 08Parts, Consumables & Work ControlControl replacement parts, consumables and disassembled components so service remains traceable, clean and correctly matched.
9. 09Post-Repair Quality Control & ReleaseVerify the completed repair and control trailer release using repair-specific checks and documented results.
10. 10Service Records, Warranty & ComebacksMaintain usable service evidence, protect customer information and handle repeat visits without premature warranty or fault claims.