Advisor intake and estimate handoff
Train the person at the counter to collect the right symptoms, set expectations, explain findings, and hand approved work into the repair order.
Train the shop around the workflow before bad habits set in.
This SkillCoach starter pack gives TorqueLedger shops a simple five-day training path for advisors, technicians, and managers. Use it with demo records, real work orders, or weekly shop meetings.
What is included
DVI note quality
Train technicians to write notes that make sense to customers: condition, evidence, risk, recommendation, and next step.
New-hire onboarding
Give new team members one workflow per day instead of a vague tour of the shop software.
Comeback prevention
Use recent mistakes as training material without turning them into blame sessions.
Five-day starter sprint
- Day 1: Show the workflow and define the proof standard.
- Day 2: Run one supervised rep using a demo or low-risk job.
- Day 3: Repeat with a harder example and capture proof.
- Day 4: Review notes, missing info, and customer clarity.
- Day 5: Decide whether the person is independent, supervised, repeat, or hold-back.
Printable worksheet
TorqueLedger training sprint worksheet
Workflow
Learner and role
Proof required
Daily reps
- Day 1 notes:
- Day 2 notes:
- Day 3 notes:
- Day 4 notes:
- Day 5 review:
Manager decision
Independent / supervised / repeat / hold-back
Follow-up date
How to use it with TorqueLedger
Start with the workflow the shop will touch most often: intake, estimate approval, DVI notes, invoice closeout, or declined work follow-up. Keep the sprint small enough to complete in one week. The aim is not a classroom course; it is visible proof that a person can follow the workflow correctly while the software is still new.