Keep the bays full. Sell the right work at the desk.

Every multipoint inspection creates a moment to explain value, build trust and earn authorization. Forge helps Service Advisors present technician recommendations clearly, improve recommended-work close rate, protect CSI and improve hours per RO and effective labour rate—without pressure tactics or unnecessary repairs.

Illustrative Service Advisor explaining inspection recommendations to a customer at the service desk
SERVICE ADVISOR / WRITE-UP DESKA better recommendation conversation starts here.
CHOOSE A SCENARIORESPOND OUT LOUDREVIEW FEEDBACKREPEAT WITH PURPOSE

SERVICE ADVISOR / THE RECOMMENDATION CONVERSATION

Service Advisor training. Real customer pressure.

Put employees in the conversation before they face it with a real customer. Practise realistic objections, review feedback and connect manager coaching to the measures your department already tracks.

FORGE / PRACTICE TO PERFORMANCEILLUSTRATIVE ROLE-SPECIFIC TRAINING EXAMPLE
01 / THE SCENARIO BRIEF
FORGE / SERVICE SIMULATION

Unexpected repair recommendation

An unexpected $1,600 recommendation has created concern at the service write-up. The advisor must explain the technician finding and distinguish urgent from deferrable work.

THE SKILL TO PRACTISEPresent the finding in plain language, explain why it matters and obtain informed authorization.
Illustrative training scenario · not an actual session transcript
02 / HAVE THE CONVERSATION
AI CUSTOMER / EXAMPLE

“I came in for an oil change. Now you’re telling me I need $1,600 in repairs?”

EMPLOYEE / EXAMPLE RESPONSE

“I understand why that’s a surprise. Let me explain what the technician found, what needs attention now and what can be planned.”

03 / REVIEW & REPEAT
Coaching that has a next step.

Explained the finding without pressure. Next practice: make the technical recommendation understandable, confirm customer priorities, and request informed authorization.

MPIPRESENTAUTHORIZEFOLLOW-UP

THE MANAGER'S QUESTION

Can your advisors explain the why, earn trust and present necessary work clearly?

01Hours per RO
02Recommended-work close rate
03Effective labour rate
04CSI & declined work

PRACTISE THE MOMENT

The hours your technicians can produce start with the advisor conversation.

01 / THE UNEXPECTED ESTIMATE
“I came in for an oil change. Why are you telling me I need $1,600 in repairs?”

Explain what was found, clarify priority and urgency, and respect the customer’s decision.

02 / THE TRUST QUESTION
“Every time I come here, you find something else wrong.”

Acknowledge the concern without defensiveness and rebuild credibility through clarity.

03 / THE TIME PRESSURE
“You said the car would be ready by noon. I have to pick up my kids.”

Take ownership of a difficult update and negotiate a clear next step.

OPERATING LEVERS / DEALER MATHEMATICS

What is another 0.20 hours per RO worth?

Use these examples to understand the operating levers—not as a claim of measured results from Forge.

SERVICE / HOURS PER RO+0.20 hrs

Five advisors writing 12 repair orders a day over 21 working days produce 1,260 ROs per month. Selling just 0.20 additional legitimate labour hours per RO adds 252 billed hours.

1,260 ROs × 0.20 hrs = 252 additional hours
MONTHLY ADDITIONAL LABOUR SALES$40,320

At an illustrative $160 effective labour rate, those additional hours generate $40,320 in labour sales. At a 75% labour gross margin, that represents $30,240 in estimated labour gross profit.

Adjust advisors, RO volume, ELR and margin ↗

Illustrative scenario using your dealership’s own RO volume, additional legitimate hours sold, effective labour rate and labour margin. This is not a claim of measured Forge results.

WHAT OPERATORS MEASURE

Train the behaviour. Watch the scoreboard.

01Customer-pay hours per RO
02Recommendation close rate & declined work
03Effective labour rate, technician hours sold & bay loading
04CSI, repair explanation & repeat visits

COACHING / THE MANAGER'S NEXT MOVE

The conversation ends. The coaching gets specific.

Coach the moments that influence hours per RO, recommendation close rate, effective labour rate and CSI. The goal is to explain and sell necessary work honestly at the desk—so technicians can stay productive and customers can approve with confidence.

Explore manager intelligence ↗
FROM SIMULATED PRACTICE TO THE FLOOR
01 / OBSERVE

Did the advisor explain the MPI finding, priority and estimated cost clearly?

02 / COACH

Practise plain-language explanations, permission to proceed and customer updates.

03 / REPEAT

Review subsequent recommended-work conversations, hours per RO and CSI.

BUILT FOR THE DEPARTMENT

The advisor carries the conversation. The shop delivers the work.

Does Forge train technicians or Service Advisors?

The Service experience is focused on customer-facing Service Advisors. It rehearses write-up, MPI explanations, service recommendations, price concerns, declined work and customer updates—not hands-on mechanical repair.

Can training help sell more hours per RO without upselling unnecessary work?

The goal is to help advisors explain legitimate technician findings accurately, distinguish urgent work from maintenance, answer customer questions and request informed authorization. Better communication can help appropriate work get approved while protecting trust and CSI.

How does a Service Manager use the results?

Managers review practice activity, scenario feedback and individual development needs, then coach the difficult moments instead of making every advisor practise the same topic.

MORE QUESTIONS ABOUT FORGE?Explore the full Forge FAQ ↗

PRACTISE / REFLECT / IMPROVE

Sell the recommended work the right way. Improve hours per RO and customer trust together.