Vehicle Intake & Write-Up: the full procedure

Capture the customer concern and vehicle/tire details, document existing damage, and protect the vehicle before any tire work begins.

What you need

The procedure, step by step

  1. Greet & capture concern — Write the customer’s exact words for the concern (pull, vibration, slow leak, noise) on the repair order so nothing is reinterpreted.
  2. Record vehicle & mileage — Log year/make/model, VIN if needed, current odometer reading, and the reason for service.
  3. Read tire size & DOT — Record the tire size from the sidewall and the 4-digit DOT date code (week/year) for every tire to flag age and matching.
  4. Walkaround damage note — Photograph and note pre-existing dents, scratches, curb rash, and wheel/cap condition before the vehicle moves into the bay.
  5. Tag the keys — Attach a numbered key tag matching the repair order so keys are never mismatched to a vehicle.
  6. Fit protective covers — Install seat, floor, and steering-wheel covers before entering to keep the interior clean.
  7. Confirm & authorize — Read back the concern and noted damage to the customer and obtain authorization before work starts.
  8. Stage the vehicle — Pull the vehicle into the assigned bay and verify the repair order travels with it.

Quality check before you finish

This is a free, source-anchored standard operating procedure (SOP) you can print and hand to staff. It documents the work sequence for a Tire Shop business — not safety or regulatory rulings, which defer to the cited authorities, the applicable code, and your own health-and-safety plan. Open the tool above to print it, toggle ink-saver, or (with a free ToolFluency Business account) edit it to match your own workflow.

Sources

About Free Vehicle Intake & Write-Up SOP for Tire Shops

Free printable vehicle intake SOP for tire shops: capture the concern, log tire size & DOT date, note damage, tag keys, and protect the vehicle.

How to use

  1. Read the full procedure top to bottom before the work — the SOP runs in order and each step builds on the last.
  2. Toggle Ink-saver (black & white) for a cheaper mono print for the binder; leave it off for the full-color version.
  3. Click Print SOP to print or save as PDF. Print one per crew, laminate it for the binder, or attach it to the job in your scheduling system.
  4. Train new hires on it and have staff sign off. Found something out of date? Use the feedback link — flagged SOPs are re-researched against the source list.

Frequently asked questions

Why record the DOT date code at intake?
The 4-digit DOT code gives the week and year the tire was built, which the technician and customer need to evaluate tire age alongside tread and condition.
Why photograph damage before service?
A documented walkaround protects both the shop and the customer by recording pre-existing damage — curb rash, dents, scratches — before the vehicle is touched.

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