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Service Advisor Workshop - Course Overview

Delivery Method:
Virtual Classroom

Course Duration:
1 Day

Course Objective

The purpose of this training is to assist you in carrying out the daily, weekly and monthly tasks performed within the workplace. It captures and addresses the pain points for these tasks whilst utilising the tools learnt throughout the Learning Journey.

At the end of this Learning Journey you will be able to accurately and successfully carry out the tasks covered in the Content list below:



  • Creating Appointment based bookings
  • Utilizing the Vehicle Check-In/Check-Out process
  • Manage & maintain WIP using Point of Sale tools
  • Creating & producing Invoices to single & multiple accounts
  • Amending & maintaining bookings
  • Producing credit notes
  • Creating & maintaining sublet repairs
  • Managing Vehicle Preparation work
  • Creating Manual Vehicle Health Checks
  • Reviewing the Workshop Loading Diaries
  • Customer & Vehicle record creation
  • Diagnostic bookings using Surveys

Advance Preparation

In advance of attending the workshop element of the Learning Journey, users will need to have completed the eLearning lessons followed by successfully passing an online competency test.

How to Book

For Training Subscription Plan customers, kindly contact to enquire about availability of the respective workshops.

For non-Training Subscription Plan customers, kindly use the Contact form here to enquire about training workshop costs with our Sales Department.

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