Shop Management

A new service advisor’s first week should follow a real repair order

Kace BurnetteSeptember 5, 20265 min read
Illustration of a five-day service advisor onboarding checklist

A tour of the software is useful, but it does not teach a new advisor how your shop keeps a promise. Build the first week around the path of a repair order. At each stage, let the advisor observe, practice, and demonstrate one concrete task before you hand over more responsibility.

Advisor onboarding kit

Read the full guide and unlock the editable resources

Plan the observed tasks, supervisor reviews, and next practice for a new advisor. Edit and copy the checklist right here.

Your information is stored securely and never sold. Read the Crovalt Privacy Policy.

See your advisor workflow in Shop OS.

Bring your check-in, customer update, and closeout questions to a Crovalt demo.

Request a Demo