I’m a mobile detailer. That means I drive to the customer’s’ location to service their vehicles.
Once I actually get on-site, 9 out of 10 times, I’m working outside in the driveway.
There’s no office. There’s no work station. It’s just my car and there car in the driveway. A BIG problem I have is answering phone calls from potential customers when I’m driving or servicing a vehicle.
When I’m driving, there’s no way I can write down their details or take any type of information. So if possible, I’ll have to pull over quickly for 5 minutes to talk.
Or, when I’m actually on-site and I get a phone call, I’m right in the middle of working on a car, so I completely stop, get my pen and paper, and talk about their needs.
Using a legal pad or a notebook works, but often times, I’m writing all over the paper, and when I go to review my notes, I’m not entirely sure where or what I wrote down.
I wanted to fix that for myself, so I created a customer form I can use to quickly and effectively write down all the information I need in an efficient manner.
[bonus]Download ALL [link]customer forms by clicking here[/link]. Download them. Use Them. Make more sales.[/bonus]
The Customer Form
I created 3 different types of forms since I know there are different types of detailers here. You’ll see a form for:
- A mobile detailer that doesn’t carry water/power
- A mobile detailer that carries water/power
- A detailer that owns a shop
These forms were created in Keynote and converted into a PDF. I figured many of you probably don’t have Keynote (Mac application). I think if you have Adobe Acrobat you can make your own changes to it? Not entirely sure…
Anywho, I made the form semi-generic so you can manually write in what you need. More on that in a bit…
IMPORTANT: The key to using this form is to print it out, LAMINATE IT, and use a DRY-ERASE marker to write on it. That way you don’t need to print out 100 sheets.
If you laminate it and use a dry-erase marker, you’ll only need maybe 2 or 3 and you can use them over and over and over again. 🙂
Here is a breakdown of the form:
- First name
- Last name
- Phone number
- Gate code– if they live in an apartment or gated community
- Address
- City
- Zipcode
- Location– I need to know what type of location the address is
- Electricity– is there a power source available where the detail will be performed?
- Water– is there a water source available where the detail will be performed?
- Service– these are left blank for you to write in manually. I would go with INITIALS of your service, not the full name as it won’t fit
- Vehicle information
- Source- how the customer found you
- Notes
I didn’t add a field for pricing because everyone’s is going to be different. What I do is simply scribble it in right over the name of the service. Nothing fancy. Just squeeze it in the best you can.
Download it and USE it!