Repair Shop Referral List with Follow-Up Tracking
Turns your notes on failed smog checks and the repair shops you refer to into a clear referral message for each customer, plus a follow-up tracker so you know who has been contacted, who has returned for a retest, and who needs another call.
Before and after
Referral message: Dominga Pena, 2014 Volkswagen Passat, blue
Hi Dominga, this is Dorian Rhodes at Coralridge Smog Check. Your Passat did not pass its smog check on 3/4, and the test report shows the catalytic converter efficiency was below the threshold. We recommend having it repaired, and one shop we recommend is Crowridge Auto Repair, 5933 Bramridge Rd, Flintglen, 319-555-0169, which is good with catalytic converter and emissions work. You are free to use any repair shop you choose, and we receive nothing for referrals. Once repairs are done, bring the car back here and the first retest is free. Call us at 319-555-0168 with any questions.
Referral message: Efua Slater, 2014 GMC Acadia, green
Hi Efua, this is Dorian Rhodes at Coralridge Smog Check. Your Acadia did not pass its smog check on 3/5, and the test report shows an EVAP leak, which is a leak in the fuel vapor system. We recommend having it repaired, and one shop we recommend is Crowridge Auto Repair, 5933 Bramridge Rd, Flintglen, 319-555-0169, which is good with emissions work. You are free to use any repair shop you choose, and we receive nothing for referrals. Once repairs are done, bring the car back here and the first retest is free. Our number is 319-555-0168.
Referral message: Eli Valdez, 2014 GMC Terrain, tan
Hi Eli, this is Dorian Rhodes at Coralridge Smog Check. Your Terrain did not pass its smog check on 3/5, and the test report shows high NOx, which means high levels of nitrogen oxides in the exhaust. We recommend having it repaired, and one shop we recommend is Crowridge Auto Repair, 5933 Bramridge Rd, Flintglen, 319-555-0169, which is good with emissions work. You are free to use any repair shop you choose, and we receive nothing for referrals. Once repairs are done, bring the car back here and the first retest is free. Call us at 319-555-0168 with any questions.
Follow-up tracker
| Customer | Phone | Vehicle | Test date | Failure reason | Shops referred | Follow-up date | Status | Notes |
|---|---|---|---|---|---|---|---|---|
| Dominga Pena | 319-555-0169 | 2014 Volkswagen Passat, blue | 3/4 | Catalytic converter efficiency below threshold | Crowridge Auto Repair | 3/9 | Referral sent | |
| Efua Slater | None on file (email only) | 2014 GMC Acadia, green | 3/5 | EVAP leak | Crowridge Auto Repair | 3/10 | Referral sent | No calls. Contact by email only. |
| Eli Valdez | 319-555-0169 (his wife's phone) | 2014 GMC Terrain, tan | 3/5 | High NOx | Crowridge Auto Repair | 3/10 | Referral sent | Customer said he may wait until next month. Record as the customer's decision. |
Next actions
- Dominga Pena: Call on 3/9 to ask if repairs are done and offer to book the free first retest.
- Efua Slater: Email on 3/10 to ask if repairs are done. Do not call.
- Eli Valdez: Call on 3/10 to ask about repairs and note his decision on timing.
Questions for the owner
- Dominga's phone number and Crowridge Auto Repair's phone number were both given as 319-555-0169. Is that correct for both?
- Eli's phone is also 319-555-0169. Please confirm which number is right for him.
- What is Efua Slater's email address, so it can be added to her row?
- Is there a deadline for the free first retest? It was not stated, so none was included.
- Please confirm locally any retest rules or deadlines before telling customers about them.
What it does
Turns your notes on failed smog checks and the repair shops you refer to into a clear referral message for each customer, plus a follow-up tracker so you know who has been contacted, who has returned for a retest, and who needs another call.
Use it when: Use when a smog check station needs to build a repair shop referral list for customers whose vehicles failed, and track follow-up on each one, such as: failed smog, who do I send them to, referral list, follow up on the retest, or track my failed vehicles.