"Build a body-shop customer update queue from recorded repair milestones"
"Source","https://bluefinchadvisors.com/blog/build-a-body-shop-customer-update-queue-from-recorded-repair-milestones"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Repair-order reference","Recorded milestone or unresolved stage","Current milestone source reference","Customer update question","Next-update owner","Internal review date","Next evidence or conversation action","Missing required fields"
"RO-B17","Supplier confirmation recorded","Parts-source-review-17","Which update will the advisor provide next?","Estimator-A","2026-10-16","Inspect the supplier evidence before preparing the update","None"
"RO-B22","Current milestone awaiting review","","Current next-step information is unresolved","Production-reviewer","2026-10-17","Obtain the current production evidence before answering","Current milestone source reference"

"Use this worksheet"
"Fictional examples. Use internal codes, not customer, claim or vehicle personal information."
"Filled fields need review against authorized source records."
"No message, authorization, repair release, website change or CRM update occurs."
"Reload clears changes. Download to approved business storage."

"Sources"
"California BAR: State-specific repair documentation and customer authorization","https://www.bar.ca.gov/wir"
"HubSpot: Task owners, due dates and associated records","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Owner dashboard scope and connected-source limits","https://bluefinchadvisors.com/toolbox/business-dashboard"