"Separate the driver, vehicle and payer in your repair-shop CRM"
"Source","https://bluefinchadvisors.com/blog/separate-the-driver-vehicle-and-payer-in-your-repair-shop-crm"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Repair-order reference","Vehicle reference","Drop-off contact reference","Repair approver reference","Payer or invoice reference","Next action","Missing required fields"
"RO-EXAMPLE-1","Fleet-van-12","Driver-12","Manager-3","Accounts-2","Send current estimate to approver","None"
"RO-EXAMPLE-2","Vehicle-7","Contact-7","","Contact-7","Confirm repair approval contact","Repair approver reference"

"Use this worksheet"
"These rows are fictional. Replace them with internal reference codes."
"Filled fields do not establish authorization. Check the current estimate and approval record."
"Save exports in approved business storage. Reloading clears browser edits."

"Sources"
"HubSpot: Associate records","https://knowledge.hubspot.com/records/associate-records"
"FTC: Auto Repair Basics","https://consumer.ftc.gov/articles/auto-repair-basics"
"BlueFinch: Business dashboard scope","https://bluefinchadvisors.com/toolbox/business-dashboard"