How to create efficient equipment intake processes

First impressions matter

The intake moment defines the customer experience. A professional process builds trust.

Intake checklist

• Ask the customer exactly what the problem is
• Check if device was previously opened/repaired
• Photograph device from all angles
• Record existing scratches, dents, cracks
• Test screen, buttons, ports
• Create service order with all details
• Collect digital signature
• Inform estimated diagnostic timeline

A good intake process reduces complaints by 70% and protects your shop legally.

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