Dealership job descriptions1

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ADMINISTRATION Vice-President, General Manager Secretary Treasurer Office Manager Accounts Receivable Clerk Accounts Payable License Clerk I License Clerk II Payroll Clerk Administration Clerk File Clerk Data Entry Clerk Switchboard/Receptionist Part-Time Switchboard/Receptionist New/Used Vehicle Sales Clerks SALES Senior New Vehicle Manager Business Manager Assistant Business Manager Fleet Manager Truck Specialist Assistant New Vehicle Manager Sales Representatives New Vehicle Lot Attendant Used Vehicle Sales Manager Assistant Used Vehicle Sales Manager Used Vehicle Sales Representative Reconditioning Technician Used Vehicle Lot Attendant Greeter Part-Time Greeter D.C.S. Operator Business Clerk

Transcript of Dealership job descriptions1

Page 1: Dealership job descriptions1

ADMINISTRATION

Vice-President, General ManagerSecretary TreasurerOffice ManagerAccounts Receivable ClerkAccounts PayableLicense Clerk ILicense Clerk IIPayroll ClerkAdministration ClerkFile ClerkData Entry ClerkSwitchboard/ReceptionistPart-Time Switchboard/ReceptionistNew/Used Vehicle Sales Clerks

SALES

Senior New Vehicle ManagerBusiness ManagerAssistant Business ManagerFleet ManagerTruck SpecialistAssistant New Vehicle ManagerSales RepresentativesNew Vehicle Lot AttendantUsed Vehicle Sales ManagerAssistant Used Vehicle Sales ManagerUsed Vehicle Sales RepresentativeReconditioning TechnicianUsed Vehicle Lot AttendantGreeterPart-Time GreeterD.C.S. OperatorBusiness Clerk

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LEASING

Lease ManagerAssistant Lease ManagerLease RepresentativeSenior Leasing Accounting ClerkLeasing Clerk

SERVICE

Service DirectorService ManagerAssistant Service ManagerCustomer Assistant CoordinatorShop ManagerShop Quality Control ForemanRetail TechnicianLube Technician/ApprenticeService ConsultantControl Tower OperatorTime KeeperHead CashierService CashierPart-Time CashierService Sales RepresentativeGreeterService ReceptionistWarranty ClerkAppointment CoordinatorVehicle DetailUsed Vehicle DetailShuttle Bus DriverCar PorterPart-Time Car PorterMaintenance

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P.D.I.

P.D.I. ManagerP.D.I. CoordinatorP.D.I. TechnicianRustProoferDetail ForemanDetail PersonVehicle Preparation Attendant

BODY SHOP

Body Shop ManagerAssistant Body Shop ManagerShop ForemanBody Shop TechnicianBody Shop Technician ApprenticeEstimatorPaint PreperPaint TechnicianBody Shop ClerkDetail PersonLot Attendant

PARTS

Parts ManagerAssistant Parts ManagerTechnician CounterFront Counter PersonParts ClerkShipper/ReceiverParts Department Driver

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ADMINISTRATION

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ADMINISTRATION

Vice-President, General ManagerSecretary TreasurerOffice ManagerAccounts Receivable clerkAccounts PayableLicense Clerk ILicense Clerk IIPayroll ClerkAdministration ClerkFile ClerkData Entry ClerkSwitchboard/ReceptionistPart-Time Switchboard/ReceptionistNew/Used Vehicle Sales Clerks

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Vice-President, General Manager

Department: Corporate Administration

Division/Area: N/A

Reports To: President

Posts Supervised: All Department Managers______________________________________________________________________________

(2) Basic Function: To plan, organize, direct and control efficient and effectiveoverall corporate operations, ensuring each departmentmeets or exceeds sales objectives while maximizing

profitability, remaining within predetermined budgetaryguidelines. Ensures all staff members are dedicated to achieve maximum customer satisfaction.

______________________________________________________________________________

(3) Major Duties:

1) Establishes and recommends corporate and departmental budgetary objectivesboth globally and by line

2) Monitors and analyses all financial and performance reports

3) Supervises each department head under his/her control

4) Recommends/establishes policies and/or programs to improve efficiencies forattaining increased customer satisfaction and growth, employee productivityand corporate objectives.

5) Arranges "in-service" and other training programs to enhance skills and capabilities of all employees; i.e., APB, Predictive Index, etc.

6) Authorizes large purchase requisitions for equipment, services, supplies, etc.

7) Enters into contractual agreement with suppliers on large financial matters/investments after discussions and approval from Owner Principal

8) Supervises the performance of all contracts and/or agreements, ensuring allconditions are fulfilled

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Vice-President, General Manager (Continues) Page 2 9) Reviews all P.I. tests with appropriate department head prior to hiring new

employees

10) Performs annual reviews and performance appraisals

11) Maintains a good working relationship with appropriate Manufacturer'sManagement and staff

12) Maintains current knowledge of all Manufacturers’. and competitive programs

13) Initiatives and /or attends meetings with government, corporate legal and financial institutions

14) Attends and remains a member in 'good standing' of appropriate Manufacturer'sdealership organizations, community business organizations, etc.

15) Handles personally all difficult dissatisfied customers

16) Maintains current knowledge of Canadian legislation as it affects the autoindustry or dealership directly

17) Develops and completes both annual and three year plans no later than four weeksprior to each fiscal year-end

18) Maintains a good working relationship with other dealers, regardless of franchise

19) Tours the entire premises at least twice a week during working hours

20) Holds weekly department heads meetings

21) Meets with individual department heads weekly to review and monitor progressand results

22) Arranges a minimum of two hours of undisturbed time weekly for planning andstrategy development

23) Ensures the dealership conforms to all municipal, provincial, federal and anyregulatory organization regulations

24) Analyses salary and market surveys

25) Approves and supervises all advertising or promotional programs

26) Ensures entire dealership premises are clean, neat and presentable at all times

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Vice-President, General Manager (Continued) Page 3

27) Takes an individual interest in each employee, ensuring to call them by name andspeak to as many as possible on tour

28) Grooms a replacement for promotion

29) Monitors all key financial and inventory reports on a weekly basis

30) Attains mutually agreed and approved annual forecasts

31) Meets and interviews Manufacturer's representatives to determine business climate, product availability and competitive activity

32) Approves and authorizes all advertising and/or literature for publication

33) Meets with dealer principles every two weeks for operations review

34) Approves all company employee functions

35) Develops and maintains a sound team work philosophy within each department

36) Knows, understands and applies municipal, provincial and federal legislation as itpertains to employees and dealership

37) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to plan, organize, direct and control theday-to-day operations of the dealership. May have signingauthority as a corporate officer.

Relationships with: PresidentAll DepartmentsSuppliersGovernmental AgentsIndustry OrganizationsFinancial and Legal InstitutionsLocal Business OrganizationsGeneral Public

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Vice-President, General Manager (Continued) Page 4

(5) Job Requirements:

1) Level of Education: Post Secondary/Univiersity Majoringin Business Administration

2) Experience required: Manufacturer's Dealership DepartmentalManagement helpful

3) Qualifications:

a) Expert knowledge of: All facets of accounting and vehicular business practices, A.P.B.,Predictive Index testing and Manufacturer'spolicies and procedures

b) Working exposure to: Finance, Computer Systems

c) Specials skills and abilities: Personnel ManagementCommunicationLogicPlanningOrganizationAnalyticalAccounting InterpretationTime ManagementPatienceBondableGood Listener

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

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Vice-President, General Manager (Continued) Page 5

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Secretary Treasurer

Department: Administration Department

Division/Area: Administration

Reports To: Vice-President General Manager

Posts Supervised: Office Manager______________________________________________________________________________

(2) Basic Function: To maintain and develop accurate corporate accountingpractices and procedures for maximum profitability andcost-efficiencies within his/her department whilesupervising all accounting functions and staff.

______________________________________________________________________________

(3) Major Duties:

1) Monitors the supervision of payroll, accounts payable, accounts receivable andsales/purchases of vehicle documentation

2) Supervises all accounting functions

3) Completes Government returns, monthly, quarterly and annually, including: capital & repair expenditures actual, capital expenditures revised forecast, ownership & transfer of technology, retail trade survey

4) Signs all official documents for the dealership; i.e., cheques, lease agreements, etc.

5) Supervises the coding of all expenses requiring explanation

6) Deals with auditors when necessary

7) Supervises the preparation of monthly and year-to-year operating statements

8) Supervises the preparation of write off of depreciation and prepaid expenses

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Secretary Treasurer (Continued) Page 2

9) Analyses specific accounts monthly which the President/General Manager request, including in-depth monitoring of the following accounts;

- Bank reconciliation's- Listing of contracts in transit ensuring no old outstanding amounts- New vehicle inventory- Used vehicle inventory- Work in progress- Factory receivables- Warranty claims- Accounts receivable

10) Conducts an analytical review of monthly financial statements highlighting:deviations from budget, unusual increases/decreases in revenue and expenses,providing explanations for each

11) Compares product lines by line and format, actuals against budget on a monthlyand year-to-date basis for gross margin deviations

12) Monitors vehicles and parts inventories for increased cost efficiencies andprofitability

13) Designs accounting policies and procedures for all departments

14) Receives department forecasts monthly 10 days prior to forecasted monthcommencement; i.e., June forecast by May 20

15) Provide daily operating control reports by department

16) Recommends capital expenditures for improved efficiencies

17) Deals with financial institutions to obtain the most advantageous rates of return

18) Performs annual reviews

19) Conducts regular monthly staff meetings

20) Attends department head meetings

21) Consults with individual department heads to assist in problem-solving

22) Negotiates employee benefit programs

23) Negotiates dealership garage policies

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Secretary Treasurer (Continued) Page 3

24) Grooms a replacement

25) Knows, understands and applies municipal, provincial and federal legislationas it pertains to the dealership

26) Completes Manufacturer's dealer association salary surveys

27) Designs and inputs all special requested computer reports

28) Deals with Government auditors

29) Develops department head bonus plans

30) Attends training/Sseminars as necessary

31) Handles employee complaints when necessary

32) Prepares monthly and six year comparison of sales, expenses and profit bydepartment

33) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

34) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to approve all capital expenditures. Maintainand develop accounting procedures.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGovernmentSuppliersGeneral Public

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Secretary Treasurer (Continued) Page 4

(5) Job Requirements:

1) Level of Education: Post Secondary/Univiersity with a designation preferable; i.e.CGA, RIA or CA

2) Experience required: Vehicular Accounting

3) Qualifications:

a) Expert knowledge of: All facets of accounting practices

b) Working exposure to: Computer operations,Manufacturer'saccounting systems

c) Specials skills and abilities: Staff ManagementCommunicationsOrganizationAnalyticalBondableAttention to DetailDecisiveDelegationMotivation

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Office Manager

Department: Administration Department

Division/Area: Office

Reports To: Secretary Treasurer

Posts Supervised: All administration staff within office and other departments______________________________________________________________________________

(2) Basic Function: To assure that efficient and accurate accounting proceduresare conducted within each area under his/her directresponsibility while maintaining deadlines.

______________________________________________________________________________

(3) Major Duties:

1) Monitors Group Health Plan

2) Verifies weekly and semi-monthly payroll

3) Ensures monthly government financial institutions cheques are paid promptly

4) Analyses and audits monthly internal reports; i.e., sublet, Continuous ProtectionPlan, warranty claim schedules, etc.

5) Supervises and monitors employee performance and work flow for cost-effectiveness and efficiency

6) Recruits and interviews new department employees

7) Conducts training of new employees

8) Recommends and advises Secretary Treasurer of new policies and proceduresfor improved efficiencies either within the department or in conjunction withother departments.

9) Participates in regular monthly department meetings

10) Performs annual reviews

11) Monitors and prepares day's receivable schedule on a monthly basis

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Office Manager (Continued) Page 2

12) Assists Manufacturer's and dealer association salary surveys

13) Relieves Secretary Treasurer in his/her absence

14) Work in conjunction with the Secretary Treasurer to determine methods andprocedures to obtain requested reports or address unique problems

15) Orders office and miscellaneous supplies

16) Attends department head meetings

17) Grooms a replacement for promotion

18) Prepares leasing and financial statement reports for Dealers Association

19) Processes all month end functions to financial statement

20) Maintains and monitors computer system handling all problems when they occur

21) Verifies all accruals are correct monthly

22) Balances all accounts within the general ledger monthly

23) Verifies audit trail each a.m. for errors and corrections

24) Monitors the supervision of payroll, accounts payable, accounts receivable and sales/purchases of vehicle documentation

25) Signs all official documents for the dealership; i.e., cheques, chattels for G.M.A.C. etc.

26) Monitors and codes all expenses requiring when necessary

27) Deals with auditors when necessary

28) Knows and understands the job function of each employees under his/her directsupervision

29) Consults with individual department heads to assist in problem-solving

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Office Manager (Continued) Page 3

30) Reviews specific accounts monthly which the President/General Manager request,including in-depth monitoring of the following accounts:

- Bank reconciliation's- Listing of contracts in transit ensuring no old outstanding amounts- New vehicle inventory- Used vehicle inventory- Work in progress- Factory receivables- Warranty claims- Accounts receivable

31) Reviews and reconciles wholesale liability (notes payable - new vehicle and demos) and notes payable - lease and rental units against amount shown by the financial company

32) Knows, understands and applies municipal, provincial and federal legislation as itpertains to the dealership

33) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

34) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to supervise, train and develop his/her staff. To assure all necessary accounting transactions under

his/her control are efficiently and accurately administered..

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffSuppliersGeneral Public

______________________________________________________________________________(5) Job Requirements:

1) Level of Education: Grade 12, plus post-secondary

2) Experience required: Manufacturer's accounting practices and procedures helpful

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Office Manager (Continued) Page 4

3) Qualifications:

a) Expert knowledge of: General accounting and office procedures,E.D.P. operations

b) Working exposure to: Dealership policies and proceduressystems

c) Specials skills and abilities: Office ManagementCommunicationsStaff ManagementPayroll KnowledgeLogicPatienceWorks Well Under StressBondable

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Accounts Receivable Clerk

Department: Administration Department

Division/Area: Office

Reports To: Office Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To monitor and control all accounts receivable to assure necessary payment. Implement appropriate action to remedy outstanding balances.

____________________________________________________________________________

(3) Major Duties:

1) Reconciles all cheques received daily

2) Verifies all customer charge repair orders have a legitimate charge account

3) Mails charge repair order customer copies

4) Verified for accuracy invoices to insurance companies for repair claims

5) Monitors aged accounts and follows-up repayment of overdue accounts

6) Seeks guidance and/or assistance on problem accounts prior to contracting a collection agency

7) Processes parts and service account applications for reference checks; i.e., banks,suppliers, etc.

8) Verifies all control numbers and amounts on schedule are accurate, correctingwhen required

9) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

10) Performs other related duties

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Accounts Receivable Clerk (Continued) Page 2

(4) Authority: Is given the authority to contact various agencies and institutions for preferences on credit applications.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffGeneral Public (by telephone)

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Accounts receivable preferable

3) Qualifications:

a) Expert knowledge of: Accounting practices helpful

b) Working exposure to: Computer operation, banking

c) Specials skills and abilities: Communication Initiative Detail OrientationTyping PatienceLogic

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

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Accounts Receivable Clerk (Continued) Page 3

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Accounts Payable Clerk

Department: Administration Department

Division/Area: Office

Reports To: Office Manager

Posts Supervised: NA______________________________________________________________________________

(2) Basic Function: To reconcile to supplier statements, to prepare cheques forpayment when due.

______________________________________________________________________________

(3) Major Duties:

1) Analyses monthly accounts payable report against actual statements

2) Reconciles and pays verified accounts

3) Instigates the necessary action to ratify outstanding balances

4) Prepares cheques as required

5) Matches purchase orders to invoices

6) Posts into computer accounts payable invoices as received

7) Ensures payment is made promptly to qualify for any applicable discounts

8) Returns any unapproved invoices to the department in question

9) Prepares bank deposits daily

10) Prepares and verifies all C.P.P. and P.P.M. documents and forms are accuratelycompleted

11) Submits claims to C.P.P. and P.P.M.

12) Reconciles payment upon receipt

13) Types all stencilled memos

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Accounts Payable Clerk (Continued) Page 2

14) Types correspondence for department heads/managers

15) Types and sends customer related correspondence as required

16) Ensures all mail is prepared for 3:00 p.m. pickup

17) Inspects all envelopes to ensure all addresses are type written

18) Attends department meetings as required

19) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

20) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to prepare cheques for payment onoutstanding amounts.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Typing, Basic Accounting

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Computers helpful

c) Specials skills and abilities: BondableMathematicsTypingCommunication

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Accounts Payable Clerk (Continued) Page 3

InitiativeAccurate

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: License Clerk I

Department: Administration Department

Division/Area: Administration

Reports To: Office Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To ensure all sold vehicles have the appropriate Licensingdocumentation completed.

______________________________________________________________________________

(3) Major Duties:

1) Prepares all Licensing applications for all vehicles daily

2) Determines Licensing fees, prepares cheque and submits to Ministry of Transport office

3) Verifies returned Licensing information and records applicable date on docket; i.e., plate and permit number

4) Places completed docket in mobile file

5) Files docket under appropriate sales representatives name

6) Contacts appropriate people to compete any missing information for Licensing

7) Contacts Ministry of Transport on a regular basis

8) Handles sales representatives inquires pertaining to specific clients Licensing

9) Attends department meetings when required

10) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

11) Performs other related duties

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License Clerk 1 (Continued) Page 2

(4) Authority: Is given the authority to complete all documentation for Licensing of vehicles.

Relationships with: Sales Management and StaffAdministration Management and StaffGovernment

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Licensing Experience helpful

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: AccuracyOrganizedPatienceAttention to DetailCommunication

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

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License Clerk 1 (Continued) Page 3

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: License Clerk II

Department: Administration Department

Division/Area: Administration

Reports To: Office Manager

Posts Supervised: N/A____________________________________________________________________________

(2) Basic Function: To ensure all appropriate documents requiring typing areaccurately completed..

______________________________________________________________________________

(3) Major Duties:

1) Sorts all delivered vehicle dockets

2) Records docket information in new or used vehicle garage register

3) Types dockets for future sales

4) Matches NIVIS, V.D.R. and factory invoice from Manufacturer

5) Files matched documents in appropriate car line folder

6) Retrieves new vehicle pouches and matches with applicable NIVIS, V.D.R. andfactory invoice

7) Records stock numbers on each Manufacturer's document

8) Types, fills and files stock dockets

9) Records bills of lading in new vehicle garage register and files numerically

10) Files V.D.R.;'s numerically within appropriate vehicle line

11) Retrieves dockets from mobile file and types all pertinent documents

12) Attends department meetings as required

13) Handles sales representatives inquires pertaining to specific clients' licensing

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License Clerk II (Continued) Page 2

14) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

15) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to finalize all documentation for Licensing ofvehicles..

Relationships with: Sales Management and StaffAdministration Management and Staff

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: N/A

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: Attention to DetailOrganizedRapid WorkerCommunication

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

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License Clerk II (Continued) Page 3

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Payroll Clerk

Department: Administration Department

Division/Area: Office

Reports To: Office Manager

Posts Supervised: N/A____________________________________________________________________________

(2) Basic Function: Is responsible for maintaining accurate and current payroll records to ensure employees are paid accurately and on time. Prepares all cheques..

______________________________________________________________________________

(3) Major Duties:

1) Assists in revising all increases or changes in employees rates of pay within the payroll system

2) Totals all time tickets weekly

3) Assists in ensuring all terminated or new employees are deleted/added to payroll system

4) Answers all employee enquiries regarding their pay/deductions

5) Balances and remits insurance plan premiums

6) Summarizes payroll for posting in accounting

7) Prepares Sales Representatives monthly commission/bonus cheques

8) Obtains from Accounts Receivable any employee amounts charged to their account, ensuring employee has signed authorization for deductions

9) Reviews all pays for accuracy

10) Distributes pays to appropriate managers

11) Assists in balancing T4 slips at year end

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Payroll Clerk (Continued) Page 2

12) Assists in preparing payroll statistics for Government

13) Assists in preparing, monitoring and controlling employee charitable donations through payroll deductions

14) Assists in calculating all vacation pay

15) Assists in issuing all records of employment

16) Prepares any manual cheques as required

17) Notifies immediate supervisor of any payroll procedures which are not adhered to by management or staff

18) Explains all payroll deductions/benefits to new employees

19) Ensures all appropriate forms are signed and accurately completed by new employees

20) Assists in other job functions within the Administration Department

21) Attends department meetings as required

22) Ensures all safety policy and procedures in accordance with IAPA, WHIMS and company are strictly adhered to

23) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to issue cheques, and make appropriatepayroll adjustments upon approval.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffBankGeneral Public

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Payroll Clerk (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Previous Payroll Helpful

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Computers, Basic Accounting

c) Specials skills and abilities: BondableCommunicationsMaintain ConfidentialityAttention to DetailAccuracyMathTypingComputersInitiativeOrganized

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Administration Clerk

Department: Administration Department

Division/Area: Office

Reports To: Office Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible to replace any employee absent from Administration Department and assists Office

Manageras required..

______________________________________________________________________________

(3) Major Duties:

1) Knows and understands the job description function of each non-managementposition within the department

2) Performs bank reconciliation monthly

3) Assists and troubleshoots with employees when problems occur

4) Balances posting variances daily

5) Posts cheques as required

6) Balances new vehicle deliveries outstanding to schedule

7) Assists Office Manager in variances to budget when preparing financial statements

8) Reconciles and balances all charge accounts paid; i.e., Visa, Master Card, etc.

9) Reconciles and balances all General Motors outstanding accounts

10) Ensures all employee information on computer system is current and accurate

11) Attends department meetings as required

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Administration Clerk (Continued) Page 2

12) ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

13) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to fulfil the job requirements for each position he/she relieves.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffFinancial InstitutionsBank

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, Post-Secondary Accounting Helpful

2) Experience required: Previous Auto Dealership helpful

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Computer Systems helpful

c) Specials skills and abilities: BondableProblem SolvingCommunicationAnalyticalWorks well under pressureAttention to DetailInitiativePatienceWorks with minimal supervision

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Administration Clerk (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

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JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Date Entry Clerk

Department: Administration Department

Division/Area: General Office

Reports To: Office Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible to enter all required computer documentationinto computer, exercising maximum efficiencies and effecttime utilization..

______________________________________________________________________________

(3) Major Duties:

1) Performs data entry on main computer

2) Enters accounting copies of cheques into computer daily

3) Sorts and identifies any errors on service work orders from prior day

4) Posts all work orders on a daily basis

5) Posts all supplier invoice on a daily basis

6) Posts all journal entries daily

7) Posts all leasing documents into computer daily

8) Posts daily all delivered new and used vehicles requiring adjustments

9) Posts all parts slips daily

10) Posts warranty credits as required

11) Backs up computer at the end of each day

12) Attends department meetings as required

Page 38: Dealership job descriptions1

Data Entry Clerk (Continued) Page 2

13) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

14) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to verify work order totals and costs andquestion Service Department for any work order discrepancies.

Relationships with: Administration Management and StaffLease Management and StaffService Management and StaffParts Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Data Entry, Typing, Basic Math helpful

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Accounting, Data Entry

c) Specials skills and abilities: BondableBasic BookkeepingAttention to DetailInitiativeCommunicationDiplomacyAccuracyOrganized

Page 39: Dealership job descriptions1

Data Entry Clerk (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 40: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: File Clerk

Department: Administration Department

Division/Area: Administration Office

Reports To: Office Manager

Posts Supervised: N/A____________________________________________________________________________

(2) Basic Function: Responsible for sorting and filing all required documents.

______________________________________________________________________________

(3) Major Duties:

1) Retrieves dockets from New Vehicle Clerks tray

2) Files dockets alphabetically, according to type of sale

3) Retrieves accounts payable invoices

4) Prepares appropriate suppliers folder and files documents in folder

5) Sorts work orders numerically into four categories

6) Files work orders in appropriate section

7) Retrieves both filing copies of cash disbursements

8) Files the appropriate document either numerically or alphabetically

9) Attends department meetings when necessary

10) Verifies that all documents for filing are properly completed

11) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

12) Performs other related duties

Page 41: Dealership job descriptions1

File Clerk (Continued) Page 2

(4) Authority: Is given the authority to file appropriate documents accurately.

Relationships with: Administration Management and Staff____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: N/A

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: AccuracyLogicCommunicationPatiencePleasant PersonalityAttention to Detail

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 1:00 p.m. Monday - Friday

______________________________________________________________________________

Page 42: Dealership job descriptions1

File Clerk (Continued) Page 3

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 43: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Switchboard/Receptionist

Department: Administration Department

Division/Area: New Vehicle Showroom

Reports To: Office Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To answer all telephone inquiries in a friendly, courteousmanner, directing caller to appropriate receiver. Takesmessages when necessary.

______________________________________________________________________________

(3) Major Duties:

1) Opens switchboard

2) Answers all inquiries promptly in a courteous manner

3) Distributes calls to appropriate person

4) Takes messages, placing them in each recipient's message slot

5) Types vehicle quotes and letters as requested

6) Assists Greeters when necessary for customer greeting

7) Directs customers to appropriate departments and/or personnel

8) Records all in/outs of sales staff and Department Manager

9) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

10) Performs other related duties

Page 44: Dealership job descriptions1

Switchboard/Receptionist (Continued) Page 2

(4) Authority: Is given the authority to act as a Company introductory liaison for the general public..

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Switchboard helpful, Some Typing

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: Good Telephone VoiceCommunicationPeople SkillsAttention to DetailFriendly DispositionGood Listener

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Page 45: Dealership job descriptions1

Switchboard/Receptionist (Continued) Page 3

Hours of Work: 8:30 a.m. - 4:30 p.m. Monday - Thursday8:00 a.m. - 6:00 p.m. Friday

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 46: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Part-Time Switchboard/Receptionist

Department: Administration Department

Division/Area: New Vehicle Showroom

Reports To: Office Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To answer all telephone inquiries in a friendly, courteousmanner, directing caller to appropriate receiver. Takesmessages when necessary.

______________________________________________________________________________

(3) Major Duties:

1) Opens switchboard

2) Answers all inquiries promptly in a courteous manner

3) Distributes calls to appropriate person

4) Takes messages, placing them in each recipient's message slot

5) Types vehicle quotes and letters as requested

6) Assists Greeters when necessary for customer greeting

7) Directs customers to appropriate departments and/or personnel

8) Records all in/outs of sales staff and Department Manager

9) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

10) Performs other related duties

Page 47: Dealership job descriptions1

Part-Time Switchboard/Receptionist (Continued) Page 2

(4) Authority: Is given the authority to act as a Company introductory liaison for the general public..

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Switchboard helpful, Some Typing

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: Good Telephone VoiceCommunicationPeople SkillsAttention to DetailFriendly DispositionGood Listener

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Page 48: Dealership job descriptions1

Part-Time Switchboard/Receptionist (Continued) Page 3

Hours of Work: 4:30 p.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Saturday

______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 49: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: New/Used Vehicle Sales Clerks

Department: Administration Department

Division/Area: Vehicle Sales

Reports To: Office Manager

Posts Supervised: N/A____________________________________________________________________________

(2) Basic Function: To monitor, control and complete the necessarydocumentation on all vehicle sales.

______________________________________________________________________________

(3) Major Duties:

1) Receives vehicle deliveries from previous day

2) Prepares payout cheques for amounts payable for each vehicle

3) Prepares and sends any lien payout cheques

4) Prepares documentation (accounting) for input into computer

5) Deals with Sales Managers for commissions

6) Verifies finance cheques when received prior to deposit

7) Takes appropriate action for any outstanding vehicle account receivable

8) Types all refunds for cancelled deals

9) Communicates with other dealers for dealer trades; i.e., costs, etc.

10) Generates cheques for purchase on dealer trades

11) Generates copy of factory invoice for License Clerk

12) Maintains service merchandising system for new vehicles not required to be onsystem

Page 50: Dealership job descriptions1

New/Used Vehicle Sales Clerks (Continued) Page 2

13) Deals with Service Managers and representatives in a prompt and helpful manner

14) Relieves Switchboard as required

15) Process paperwork for Manufacturer Programs as necessary

16) Verified balances on schedules at months end

17) Verifies the account on P.D.I. order and corrects if necessary

18) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

19) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to deal with other dealerships when required.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffOther Dealerships

____________________________________________________________________________(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Typing, basic accounting

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: MathematicsTypingCommunicationInitiativeAccuracyBondable

Page 51: Dealership job descriptions1

New/Used Vehicle Sales Clerks (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 52: Dealership job descriptions1

S A L E S

Page 53: Dealership job descriptions1

SALES

Senior New Vehicle ManagerBusiness ManagerAssistant Business ManagerFleet ManagerTruck SpecialistAssistant New Vehicle ManagerSales RepresentativesNew Vehicle Lot AttendantUsed Vehicle Sales ManagerAssistant Used Vehicle Sales ManagerUsed Vehicle Sales RepresentativeReconditioning TechnicianUsed Vehicle Lot AttendantGreeterPart-Time GreeterD.C.S. OperatorBusiness Clerk

Page 54: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Senior New Vehicle Manager

Department: Sales Department

Division/Area: New Vehicle Sales

Reports To: General Manager

Posts Supervised: Sales Management Staff, F & I Sales Management StaffP.D.I. Manager - indirectly

______________________________________________________________________________

(2) Basic Function: Is responsible for the efficient and profitable planning,organization, direction and control of the New Vehicle Sales Department, including manpower forecasting,obtaining projected sales objectives and bottom line results.

______________________________________________________________________________

(3) Major Duties:

1) Prepares annual plan, establishing staffing patterns, gross sales, categorybreakdowns, cost of sale, marketing/promotional expense, plus any additional expenses to the contribution margin of the profit and loss statement

2) Monitors closely the profitability of his/her department taking prompt correctiveaction where necessary

3) Works in close co-operation with the used vehicle and leasing department in order to maximize sales potentials

4) Establishes monthly, quarterly and annual forecasts monitoring actuals againstforecast and prior year

5) Establishes and supervises new vehicle inventory control systems

6) Reviews and controls new vehicle inventory, ordering as required.

7) Establishes, monitors and controls vehicular inventory levels

8) Monitors and controls the rotation of new vehicle inventory to maximize financesaving.

Page 55: Dealership job descriptions1

Senior New Vehicle Manager (Continued) Page 2

9) Ensures dealer trades are negotiated favourable to Dealership's advantage

10) Recommends advertising strategies for maximum sales potential

11) Ensures new vehicles sales strategies are adhered to

12) Establishes departmental policies and procedures

13) Meets regularly with supervisory staff to ensure staffing and monetary efficiencies are maintained

14) Reviews and monitors performance of all staff reporting directly to him/her

15) Maintains a constant awareness of CSI levels within the dealership in orderto obtain higher index levels

16) Handles difficult customer complaints to ensure customer satisfaction immediately

17) Conducts weekly sales management meetings

18) Attends department head meetings

19) Conducts weekly new vehicle sales meetings as required

20) Prepares sales meeting formats for Sales Department

21) Monitors and reviews blue log for daily evaluation of individual salesrepresentatives performance with Assistant New Vehicle Manager

22) Reviews daily, weekly and monthly logs to ensure each is accurate and current

23) Ensures desk schedule is followed

24) Recruits and interviews sales staff as required

25) Attends G.M. seminars as required

26) Monitors lot activity to minimize lot damage expenses

27) Ensures all general and new vehicle sales department policies are followed

28) Supervises his/her department heads in establishing training programs, includingproduct knowledge and competitive activity

Page 56: Dealership job descriptions1

Senior New Vehicle Manager (Continued) Page 3

29) Contacts his/her share of management call backs

30) Supervises and monitors Greeters functions and schedules

31) Reviews and supervises sales representatives schedule plan with each individual

32) Recommends and reviews corrective measures for individual performers, assisting individuals when necessary

33) Assists in training sales staff when necessary

34) Performs annual reviews

35) Trains a replacement

36) Knows and understands hiring and termination legislation

37) Prepares and reviews sales representatives compensation agreement with theGeneral Manager on a regular basis

38) Designs and implements promotional programs and employee incentive programswithin his/her department

39) Implements required Manufacturer's factory programs

40) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

41) Knows, understands and applies all municipal, provincial and federal legislation as it pertains to the dealership

42) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to plan, organize, direct and control his/herdepartment within predetermined budgetary guidelines..

Relationships with: Sales Management and StaffLease Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

Page 57: Dealership job descriptions1

Senior New Vehicle Manager (Continued) Page 4

(5) Job Requirements:

1) Level of Education: Grade 12, post-secondarymanagement training helpful

2) Experience required: Previous sales management

3) Qualifications:

a) Expert knowledge of: Preferable Manufacturer policies, warranties, direct sales

b) Working exposure to: Statistics, computers,general accounting

c) Specials skills and abilities: Instructional SkillsExtrovertPeople SkillsData EvaluationDecision MakerInitiativeAttention to DetailBondableDiplomacyCommunicationDelegationAmbitiousMaintains ConfidentialityMotivator

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Page 58: Dealership job descriptions1

Senior New Vehicle Manager (Continued) Page 5

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday & Saturday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform required______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 59: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Business Manager

Department: Sales Department

Division/Area: Aftermarket Sales

Reports To: Senior New Vehicle Sales Manager

Posts Supervised: Business Clerks______________________________________________________________________________

(2) Basic Function: Responsible for selling, financing, chemicals, warranties and insurance to sold customers and obtaining predetermined sales quotas within budgetary guidelines.

._____________________________________________________________________________

(3) Major Duties:

1) Organizes daily guideline

2) Contacts financial institutions for credit approvals from prior day

3) Enters delivery dates and times into master log

4) Prepares work orders and notifies Sales Reps re: each delivery

5) Prepares, enters on computer any/all documentation for final delivery, i.e.,finance contracts, extended warranty forms, insurance forms

6) Notifies New Vehicle Manager of any undelivered vehicles and reschedulesinto log

7) Contacts any clients for additional information for finance companies

8) Schedules work hours for business department

9) Records gross profit and items sold to each customer on daily log book

10) Forecasts average dollar sales per vehicle monthly and annually for new and used vehicles

Page 60: Dealership job descriptions1

Business Manger (Continued) Page 2

11) Monitors sales against forecast on a year-to-date and prior year basis

12) Trains Sales Reps on proper turnover to business office

13) Trains and supervises Business Clerks

14) Prepares month end sales reports for extended warranties and insurance

15) Meets with customers taking delivery for finalization and signing of appropriate documents

16) Prepares final insurance documentation

17) Performs annual reviews

18) Attends Tuesday morning sales meeting alternating with Business Clerks

19) Maintains current aftermarket product knowledge

20) Handles all insurance claims; i.e., thefts, accidents, etc.

21) Attends Manufacturer's and training seminars

22) Totals and balances all cash receipts and deposits

23) Handles all collections; i.e., bounced cheques pertaining to sales department

24) Reports to New Vehicle Manger, Secretary Treasurer, Vice-President, General Manager and President weekly number of units delivered and number of units left in system

25) Process all delivered vehicles re: aftermarket commissions

26) Sources and identifies new and improved aftermarket products

27) Maximizes gross profit margins to achieve or exceed quotas

28) Monitors and controls department expenses to maximize cost efficiencies

29) Verifies pricing schedules monthly against competitive dealers

30) Attends weekly department head meetings

31) Grooms a replacement

Page 61: Dealership job descriptions1

Business Manager (Continued) Page 3

32) Recruits, hires and trains business staff

33) Knows and understands municipal, provincial and federal legislation pertainingto the dealership

34) Designs promotional and incentive customer programs

35) Handles difficult customer complaints

36) Sets up reserve accounts to deal with rust claims and repossessions

37) Checks in, signs for and makes any claims pertaining to repossessions as perGMAC agreement

38) Calculates SMART lease proposals, corrects same if necessary and sets-up systemfor follow-up

39) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

40) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to sign finance contracts and handle cash payments

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffFinancial InstitutionsSuppliersGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Sales and/or finance helpful

Page 62: Dealership job descriptions1

Business Manager (Continued) Page 4

3) Qualifications:

a) Expert knowledge of: Computers

b) Working exposure to: Auto dealerships helpful

c) Specials skills and abilities: InitiativeBondableorganizationalAttention to DetailCommunicationPeople Skill

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday - Saturday

Hours worked on a rotation shift basis______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 63: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Assistant Business Manager

Department: Sales Department

Division/Area: Aftermarket Sales

Reports To: Business Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Responsible for selling, financing, chemicals, warrantiesand insurance to sold customers and obtainingpredetermined sales quotas within budgetary guidelines.

______________________________________________________________________________

(3) Major Duties:

1) Organizes daily guideline

2) Contacts financial institutions for approvals from prior day

3) Enters delivery dates and times onto master log

4) Prepares work orders and notifies Sales Reps re: each delivery

5) Delivers "delivery work orders" to P.D.I. Manager

6) Prepares, enters on computer any/all documentation for final delivery; i.e.finance contracts, extended warranty forms, insurance forms

7) Informs Used Vehicle Manager of any used vehicle approved transactions andvehicle financing approved

8) Discussed with New and Used Vehicle Managers any problems relating to problem financing

9) Meets with customers taking delivery for finalization and signing of appropriatedocuments

10) Contacts any clients for additional information for finance companies

Page 64: Dealership job descriptions1

Assistant Business Manager (Continued) Page 2

11) Sends credit information through FAX machine to appropriate finance sources

12) Totals month end sales and logs salesmen average per vehicle

13) Records gross profit and items sold to each customer in daily log book whenrequired

14) Trains Sales Reps on proper turnover to business office when required

15) Prepares final insurance documentation when required

16) Attends Manufacturer and training seminars

17) Assists in handling all insurance claims; i.e., thefts, accidents, etc.

18) Maintains current aftermarket product knowledge

19) Attends Tuesday morning sales meeting alternating with the Business Manager

20) Totals and balances all cash receipts and deposits

21) Handles all collections; i.e., bounced cheques pertaining to sales department whenrequired

22) Assists in working unapprovable deals to acceptable transaction levels; i.e.,changing vehicles,

23) Maximizes gross profit margins to achieve or exceed quotas

24) Handles customer complaints notifying Business Manager when unsolvable

25) Process all delivered vehicles re: aftermarket commissions when required

26) Knows, understands and applies municipal, provincial and federal legislationas it pertains to the dealership

27) Ensures all safety policy and procedures in accordance with IAPA, WHIMS and company are strictly adhered to

28) Performs other related duties

Page 65: Dealership job descriptions1

Assistant Business Manager (Continued) Page 3

(4) Authority: Is given the authority to sign finance contracts and handlecash payments.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffFinancial InstitutionsSuppliersGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Sales and/or finance helpful

3) Qualifications:

a) Expert knowledge of: Computers

b) Working exposure to: Auto dealerships helpful

c) Specials skills and abilities: Initiative BondableOrganizationalAttention to DetailCommunicationPeople Skills

____________________________________________________________________________

Page 66: Dealership job descriptions1

Assistant Business Manager (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday - Saturday

Hours worked on a rotation shift basis______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 67: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Fleet Manager

Department: Sales Department

Division/Area: New Vehicle Sales

Reports To: Senior New Vehicle Manager

Posts Supervised: N/A____________________________________________________________________________

(2) Basic Function: Is responsible for developing new fleet business while maintaining existing client base in order to achieve predetermined sales objectives.

_____________________________________________________________________________

(3) Major Duties:

1) Notifies receptionist upon arrival and departure each day

2) Determines fleet vehicles for delivery within seven days

3) Contacts individual drivers to set appointments for delivery

4) Prepares delivery receipts and appropriate documentation for current day deliveries

5) Ensures client inspects vehicle and signs documentation prior to receiving vehicle

6) Installs license plates as required

7) Explains warranty policy and owners manual to client

8) Prepares client invoices, sending client copies and one copy to Administration

9) Inspects all drop offs for mileage, scratches and dents

10) Follows-up on all accounts on a regular basis

11) Makes cold calls to develop new business when time permits

12) Handles all initial customer complaints and follow up to ensure customersatisfaction is achieved

Page 68: Dealership job descriptions1

Fleet Manager (Continued) Page 2

13) Determines sales objectives on a monthly basis

14) Deals with lease companies

15) Attends department meetings as required

16) Verifies status of vehicles on order upon customer request

17) Assists Senior New Vehicle Manager for ordering inventory

18) Attends Manufacturer's seminars and training programs when necessary

19) Relieves Sales Managers when required

20) Accepts orders from lease and fleet companies

21) Orders all necessary vehicles from Manufacturer

22) Meets, greets and assists fleet customers as time permits

23) Assists in properly documenting fleet and competitive equalization rebates

24) Prepares introductory mailing for target audience

25) Prepares second mailing for follow-up

26) Follows-up each mailing by telephone

27) Prepares and presents sales presentations

28) Follows-up on presentation for quotes, tenders or sales

29) Assists in pricing fleet vehicles applying all request options

30) Obtains licensing information from clients

31) Determines delivery dates with clients

32) Understands dealership lease/sales agreements

33) Demonstrates requested vehicles as required

34) Prepares all necessary fleet documentation for typing and processing

Page 69: Dealership job descriptions1

Fleet Manager (Continued) Page 3

35) Obtains all necessary purchase orders or deposits on vehicles for delivery

36) Attends trade meetings, seminars, new vehicle shows, N.A.F.A. meetings andlocal board of trade meetings when applicable

37) Adheres to company "Commitment to Excellence" delivery procedures

38) Forecasts dollars and units monthly, semi-annual and annual sales

39) Attends weekly managers meetings

40) Obtains approval from Senior New Vehicle Manager on any speciality or in limited supply vehicles prior to selling

41) Knows, understands all municipal, provincial and federal legislation as it pertains to the dealership

42) Ensures all safety policy and procedures in accordance with IAPA, WHIMS and company are strictly adhered to

43) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to develop new clientele and maintain existing client base through direct customer contact and follow-updeals with lease companies.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffLease CompaniesGovernment and AgenciesGeneral Public

____________________________________________________________________________

Page 70: Dealership job descriptions1

Fleet Manager (Continued) Page 4

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Valid consumer and commercial motor vehicle dealers sales license

3) Qualifications:

a) Expert knowledge of: Office administration

b) Working exposure to: Direct and telephone sales

c) Specials skills and abilities: BondableSafe Driving RecordAttention to DetailCommunicationorganizationalPresentable AppearanceEnergeticEnthusiasticAbility to follow-upWorks with minimum supervisionPatienceGood ListenerPleasant PersonalityTeam Player

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday(May be required to work overtime)

______________________________________________________________________________

Page 71: Dealership job descriptions1

Fleet Manager (Continued) Page 5

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 72: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Truck Specialist

Department: Sales Department

Division/Area: Truck Sales

Reports To: Senior New Vehicle Manager

Posts Supervised: N/A____________________________________________________________________________

(2) Basic Function: Is responsible to develop new business while servingand maintaining existing business at a corporate leveland to achieve predetermined sales objectives.

______________________________________________________________________________

(3) Major Duties:

1) Notifies receptionist upon arrival and departure each day

2) Organizes daily plan

3) Verifies inventory levels for trucks

4) Orders new trucks upon approval from Senior New Vehicle Manager

5) Prepares target client list

6) solicits new business

7) Prepares introductory mailing for target audience

8) Prepares second mailing identifying any special promotions

9) Follows-up each mailing by telephone or personal contact

10) Prepares and presents sales presentations

11) Follows-up on presentations for quotes, tenders or sales

12) Applies license plates and delivers vehicles when necessary

Page 73: Dealership job descriptions1

Truck Specialist (Continued) Page 2

13) Assists Senior New Vehicle Manager in verifying truck orders in system; i.e., inventory, costing on computer, etc.

14) Attends weekly sales meetings

15) Meets with clients determining their needs

16) Prepares specific proposals and quotations for clients

17) Demonstrates requested vehicles as required

18) Obtains agreement to lease or purchase accompanied with deposit or purchase order

19) Obtains clients insurance policy copy or copy of motor vehicle liability insurancecard

20) Recommends advertising and promotional programs

21) Contacts new and existing clients on a regular basis for client follow-up

22) Attends trade meetings, seminars, new vehicle shows and local board of trade when required

23) Adheres to company "Commitment to Excellence" delivery procedures

24) Maintains a current file on each client

25) Assists in forecasting dollars in units monthly, semi-annual and annual sales

26) Knows and understands warranties, after market products, chemicals andmanufacturers warranties

27) Walks new and used lot at least twice a week for general inventory knowledge

28) Maintains current products knowledge, benefits and features for comprehensivesales presentations

29) Maintains a "Commitment to Excellence" average above Toronto Manufacturer'szone average in each category

30) Prospects and follows-up referrals regularly

31) Purifies files of all un-sold clients

Page 74: Dealership job descriptions1

Truck Specialist (Continued) Page 3

32) Retrieves dealer locates when required

33) Introduces each sold client to the Business Manager

34) Maintains a working knowledge of all facets of wholesale and retail leasingpolicies and procedures

35) Co-ordinates orders with aftermarket equipment manufacturers

36) Knows and understands current G.M. retail and fleet marketing programs

37) Maintains new truck display in appropriate fashion at all times

38) Relieves on sales desk as required

39) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

40) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to negotiate with suppliers and manufacturers,

ordering required inventory. May develop and finalize allaspects of a sale..

Relationships with: Sales Management and StaffLease Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffGovernment AgenciesGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license, validconsumer and commercial motor vehicledealer sales license

2) Experience required: Previous truck sales

Page 75: Dealership job descriptions1

Truck Specialist (Continued) Page 4

3) Qualifications:

a) Expert knowledge of: Trucks and warranties

b) Working exposure to: Computers, basic statistics, accounting

c) Specials skills and abilities: BondableCommunicationPeople SkillsInitiativeAttention to DetailSalesWorks with minimal supervisionSafe Driving RecordOrganizationalPresentable AppearanceEnergeticEnthusiasticAbility to follow-upPatienceGood ListenerPleasant PersonalityTeam Player

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday & Saturday

Hours worked on a rotation basis

(May be required to work overtime)______________________________________________________________________________

Page 76: Dealership job descriptions1

Truck Specialist (Continued) Page 5

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 77: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Assistant New Vehicle Manager

Department: Sales Department

Division/Area: New Vehicle Sales

Reports To: Senior New Vehicle Manager

Posts Supervised: Sales Representatives, Lot Persons____________________________________________________________________________

(2) Basic Function: Is responsible for ensuring sales staff perform to dealershipstandards while achieving predetermined sales objectiveswithin budgetary guidelines.

______________________________________________________________________________

(3) Major Duties:

1) Provides sales staff his/her undivided attention, assisting in superior sellingtechniques

2) Ensures showroom is adequately covered at all times by sales people

3) Ensures blue sales log is current and accurately maintained at all times

4) Controls each sales negotiation for maximization of gross profit levels

5) Monitors sales representatives daily activities for owner follow-up, deliveries,appointments and paperwork

6) Reviews individual gross dollars in unit performance

7) Assists in developing high close ratios with all sales staff

8) Monitors staff for individual low performance trends

9) Assists low performing individuals

10) Monitors sales representatives deliveries, to ensure G.M. "Commitment toExcellence" and all dealership procedures are applied

11) Ensures sales representatives turn customer over to the Business Officeupon each sales completion

Page 78: Dealership job descriptions1

Assistant New Vehicle Manager (Continued) Page 2

12) Ensures showroom and new vehicle lot display area are maintained in aclean neat orderly fashion

13) Ensures showroom and display areas are rearranged on a weekly basis

14) Ensures new vehicle lot display is washed on a weekly basis, weatherpermitting

15) Ensures any damage or mechanical failure to new vehicles are repairedimmediately

16) Ensures vehicles in new vehicle lot display are free of snow during winter months

17) Contact his/her share of management call backs

18) Co-ordinates dealer trades and negotiates favourably to North York's Advantage

19) Ensures all policies and procedures are followed

20) Assists in forecasting monthly, quarterly and annual, new car sales year-to-dateand versus prior year

21) Achieves all forecast projections

22) Ensures weekly morning meetings are held with complete attendance

23) Assists Senior New Vehicle Manager in developing new vehicle and truck adformats, contests and promotions

24) Assists in interviewing and hiring new sales staff

25) Assists in performing annual reviews of sales staff

26) Communicates all Manufacturer's product updates to sales staff

27) Recommends and implements a training program for competitive productknowledge

28) Assists in establishing, monitoring and controlling vehicular inventory levels

29) Assists D.C.S. Operator when required

30) Maintains a good working relationship with other department managers

Page 79: Dealership job descriptions1

Assistant New Vehicle Manager (Continued) Page 3

31) Knows, understands and applies all municipal, provincial and federal legislationas it pertains to the dealership

32) Attends sales training seminars as required

33) Develops and grooms a replacement for promotion

34) Performs other related duties____________________________________________________________________________

(4) Authority: Is given the authority to negotiate with sales, assist in orderinginventory and supervise sales staff..

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license, validconsumer and motor vehicle dealerssales license

2) Experience required: Previous Manufacturer's sales preferable

3) Qualifications:

a) Expert knowledge of: Manufacturer's products preferable

b) Working exposure to: Basic statistics helpful, computers

Page 80: Dealership job descriptions1

Assistant New Vehicle Manager (Continued) Page 4

c) Specials skills and abilities: BondableAttention to DetailCommunicationPeople SkillsAmbitiousMaintains ConfidentialityMotivatorPleasant PersonalityPatienceGood ListenerGood CloserPersuasiveEnergeticPresentable Appearance

___________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday & Saturday

Hours worked on a rotation basis

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 81: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Sales Representatives

Department: Sales Department

Division/Area: New Vehicle Sales

Reports To: Assistant New Vehicle Manager

Posts Supervised: N/A____________________________________________________________________________

(2) Basic Function: Is responsible for consistently meeting or surpassingpredetermined and mutually agreed upon corporate sales objectives..

______________________________________________________________________________

(3) Major Duties:

1) Plans and organizes daily routine: i.e., owner follow-up, un-sold customers,confirmation of outstanding delivery dates and times

2) Maintains current product knowledge benefits and features for comprehensivesales presentations

3) Prepares annual sales and delivery forecasts

4) Adheres to company "Commitment to Excellence" delivery procedures

5) Maintains a "Commitment to Excellence" average above the TorontoManufacturer's zone average in each category

6) Telephones all sold customers within seven days of vehicle delivery for satisfaction levels

7) Consistently strives to maximize customer satisfaction

8) Prospects customers on and off the dealership on a regular basis

9) Prospects and follows-up referrals daily

10) Maintains files on all sold and unsold customers

11) Introduces each sold client to a Business Manager

Page 82: Dealership job descriptions1

Sales Representatives (Continued) Page 2

12) Attends a participates in all weekly morning general sales meetings

13) Notifies switchboard upon arrival and leaving each day

14) Walks new and used vehicle lots at least twice a week for general inventoryknowledge

15) Maintains a working knowledge of all products for sale including warranties,chemicals and finance plans

16) Attends Manufacturer's training sessions and meetings as required

17) Maintains a working knowledge in all facets of retail leasing policies andprocedures

18) Ensures management approval is obtained prior to offering any discounts/incentives to customers

19) Promotes Dealership in a positive image at all times

20) Abides by committee decisions on any/all split deals

21) Maintains a high score average in product knowledge quizzes

22) Attends and participates in off showroom floor activities; i.e., auto shows, etc.

23) Knows, understands and applies the motor vehicle dealers act the businesspractices act, consumer protection act, competition act and any other acts asthey may relate to his/her job

24) Obtains prior management approval for any advertising

25) Refrains from smoking when in presence of customers

26) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

27) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to complete sales transactions in accordancewith approved corporate policies and procedures.

Page 83: Dealership job descriptions1

Sales Representatives (Continued) Page 3

Relationships with: Sales Management and StaffLease Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid consumer and commercial motor vehicle dealerssales license

2) Experience required: Valid drivers' license

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Detail/retail sales helpful,

c) Specials skills and abilities: BondableCommunicationPeople SkillsInitiativeReliableEnergeticPleasant Personality

Presentable AppearanceGood ListenerAmbitiousIntegrityWorks with minimum supervision

___________________________________________________________________________

Page 84: Dealership job descriptions1

Sales Representatives (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday & Saturday

Hours worked on a rotation basis

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 85: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: New Vehicle Lot Attendant

Department: Sales Department

Division/Area: New Vehicle Sales

Reports To: Assistant New Vehicle Manager

Posts Supervised: N/A____________________________________________________________________________

(2) Basic Function: Is responsible for maintaining inventory in an orderly,efficient manner. Ensuring all vehicles are clean, presentable and correctly displayed in order to achieve maximum customer satisfaction.

_____________________________________________________________________________

(3) Major Duties:

1) Punches time card at start and completion of each day and lunch hour

2) Realigns new vehicle display areas twice weekly

3) Replaces sold vehicles as directed

4) Washes new vehicle display twice weekly weather permitting

5) Places vehicles in proper inventory position whether sold or un-sold

6) Places inventory keys on inventory board

7) Keeps equipment in good working order

8) Walks sold and un-sold inventory with Assistant New Vehicle Manager twiceper week

9) Installs sales price mirror signs when required

10) Strips all new vehicles of plastics and stickers for front lot display

11) Trades inventory units from one storage yard to another

Page 86: Dealership job descriptions1

Lot Attendant (Continued) Page 2

12) Delivers/retrieves documents to/from outside sources when required;i.e., bank, lawyer, Manufacturer's, etc.

13) Assists in physically delivering vehicles to final destination when required

14) Reports all lot damage or malfunctioning of vehicles on display to Assistant NewVehicle Manager

15) Delivers damageed/malfunctioning vehicles to the Service Department

16) Reports twice daily to Assistant New Vehicle Manager for priorities of the day

17) Ensures vehicles within demo line are maintained in a presentable fashion; i.e., gas, cleanliness etc.

18) Ensures walkways and entrances to showroom are free of debris, ice and snowat all times

19) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

20) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to maintain new vehicles and lotsin a clean and presentable appearance.

Relationships with: Sales Management and StaffService Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12/equivalent, valid drivers' license,

2) Experience required: Safe driving record

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

Page 87: Dealership job descriptions1

Lot Attendant (Continued) Page 3

c) Specials skills and abilities: Attention to DetailSafe Driving RecordInitiativeCommunicationBondableClean, Presentable AppearanceWorks with minimal supervisionPleasant PersonalityGood Physical Condition

___________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 88: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Used Vehicle Sales Manager

Department: Used Vehicle Sales

Division/Area: Used Vehicle Sales

Reports To: Vice-President General Manager

Posts Supervised: Used Vehicle Sales Representatives,Lot Attendant, Vehicle Prep, UsedVehicle Detail

____________________________________________________________________________

(2) Basic Function: Is responsible for ensuring sales staff perform to dealershipstandards , achieving predetermined sales objectiveswithin budgetary guidelines.

______________________________________________________________________________

(3) Major Duties:

1) Assumes responsibility for truck and used vehicle department objectives andresults

2) Ensures Tuesday and Saturday morning sales meetings are held withcomplete attendance

3) Reviews sales representatives daily log for activities for owner follow-up,deliveries, appointments, paperwork, etc.

4) Reviews and controls used vehicle inventory (retail mixture/ wholesaling)

5) Develops used vehicle, truck ad formats, contests and promotion

6) Ensures all policies and procedures are followed

7) Interviews and assists in training new sales staff

8) Supervises Assistant Used Vehicle Sales Manager

9) Performs annual reviews

10) Interviews, develops and assists low performing individuals

Page 89: Dealership job descriptions1

Used Vehicle Sales Manager (Continued) Page 2

11) Contacts his/her share of management call backs

12) Knows and is skilled in retail and wholesale lease calculations

13) Develops and grooms a replacement for promotion

14) Attends department head meetings as required

15) Achieves all forecast projections

16) Knows, understands and applies all municipal, provincial and federal legislation as it pertains to the dealership

17) Ensures all general sales department dealership policies are followed

18) Establishes and supervises uses vehicle inventory control system

19) Determines advertising budget

20) Reviews daily, weekly and monthly logs to ensure each is accurate andcurrently maintained

21) Handles difficult customer complaints to ensure customer satisfaction

22) Establishes departmental policies and procedures

23) Establishes monthly, quarterly and annual forecasts monitoring actuals againstforecast and prior year

24) Prepares annual plan, establishing staffing patterns, gross sales, categorybreakdowns, cost of sale, marketing/promotional expense plus any additionalexpenses to the contribution margin of the profit and loss statement

25) Monitors daily the profitability of his/her department, taking prompt correctiveaction when necessary

26) Meets regularly with supervisory staff to ensures staffing and monetary efficiencies are maintained

27) Knows and understands all job positions under his/her control

28) Knows and understands all facets of licensing, safety checks and documentation

29) Appraises accurately all vehicles tendered for trade

Page 90: Dealership job descriptions1

Used Vehicle Sales Manager (Continued) Page 3

30) Decides whether to proceed with reconditioning of prospective retail based on cost efficiencies

31) Appraises all leased coming off lease and purchases all vehicles for resale/wholesale

32) Determines all retain selling prices

33) Attends training/seminars as required

34) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

35) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to plan, organize, direct and control his/herdepartment within predetermined budgetary guidelines. Hasauthority to handle and complete all wholesale transactions.

Relationships with: Sales Management and StaffLease Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffSuppliersGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: Used Vehicle Sales within Dealership

3) Qualifications:

a) Expert knowledge of: Personnel Management

b) Working exposure to: N/A

Page 91: Dealership job descriptions1

Used Vehicle Sales Manager (Continued) Page 4

c) Specials skills and abilities: BondableMechanically InclinedPeople SkillsInitiativeAttention to DetailCommunicationAmbitiousNegotiation SkillsDecisiveGood MemoryGood ListenerPatienceWorks well under pressure

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 92: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Assistant Used Vehicle Sales Manager

Department: Used Vehicle Sales

Division/Area: Used Vehicle Sales

Reports To: Used Vehicle Manager

Posts Supervised: Used Vehicle Sales Representatives,, Lot Attendant______________________________________________________________________________

(2) Basic Function: Is responsible for supervising sales staff for the achievement of dealership performance standards..

______________________________________________________________________________

(3) Major Duties:

1) Attends weekly meetings ensuring staff attendance

2) Supervises sales representatives daily activities fro owner follow-up

3) Assists in reviewing used vehicle inventory (retail mixture/wholesaling)

4) Ensures all policies and procedures are followed by sales staff

5) Assists in interviewing and training new sales staff

6) Assists in forecasting new monthly used car sales, year-to-date and versusprior year

7) performs annual reviews on sales staff

8) Monitors used vehicle sales deliveries to ensure all dealership procedures are applied

9) Assists and monitors low performing individuals

10) Contacts his/her share of management call backs

11) Performs desk functions as schedule dictates

12) Organizes off desk functions for concentration on the desk

Page 93: Dealership job descriptions1

Assistant Used Vehicle Sales Manager (Continued) Page 2

13) Supervises staff to ensure desk schedule adherence

14) Provides sales staff entering desk office his/her undivided attention, assistingin superior selling techniques

15) Ensures each sales negotiation achieves maximum gross profit levels

16) Reviews daily traffic log

17) Achieves all forecast projections

18) Knows, understands and applies all municipal, federal and provinciallegislation as it pertains to the dealership

19) Ensures used vehicle management procedures are adhered to; i.e., turnpolicy, pricing and wholesaling

20) Assists in appraising vehicles accurately, consistent with parked conditions

21) Monitors inventory weekly to ensures predetermined turns are achieved

22) Maintains an attractive display presentation for retail vehicles

23) Walks lot daily with Lot Attendant

24) Ensures all displayed vehicles are clean and presentable

25) Informs Used Vehicle Sales Manager of any vehicles approaching the ninetyday cut off

26) Informs Used Vehicle Sales Manager of any vehicles which should be disposedof rapidly

27) Ensures all sales representatives are punctual and ready to start work when required

28) Handles any/all customer problems that fall within warranty guidelines

29) Handles all difficult customer complaints to ensure complete customersatisfaction

30) Prepares all work orders for reconditioning of used vehicles for retailpurposes.

Page 94: Dealership job descriptions1

Assistant Used Vehicle Sales Manager (Continued) Page 3

31) Ensures used vehicle lot display is clean and free of debris, snow and ice asrequired

32) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

33) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to train and supervise reporting staffunder his/her control.

Relationships with: Sales Management and StaffLease Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: Dealership Sales

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Mechanically Inclined

c) Specials skills and abilities: BondablePeople SkillsPersonnel ManagementInitiativeAttention to DetailCommunicationAmbitiousMaintains ConfidentialityGood MemoryGood ListenerPatience

Page 95: Dealership job descriptions1

Assistant Used Vehicle Sales Manager (Continued) Page 4

Works well under pressureMotivatorNegotiator

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 96: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Used Vehicle Sales Representative

Department: Used Vehicle Sales

Division/Area: Used Vehicle Sales

Reports To: Used Vehicle Manager - directlyAssistant Used Vehicle Manager - indirectly

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for consistently meeting or surpassingpredetermined and mutually agreed upon corporatesales objectives.

______________________________________________________________________________

(3) Major Duties:

1) Attends and participates in all weekly general sales meetings

2) Attends daily scheduled sales meetings pertaining to his/her shift

3) Notifies switchboard upon arrival and departure each day, i.e.: lunch

4) Plans and organizes daily routine; i.e. owner follow-up, unsold customers, confirmation of outstanding delivery dates and times

5) Walks used vehicle lot daily for general inventory knowledge

6) Maintains a working knowledge of all products for sale including warrantiesand chemicals

7) Prepares monthly and yearly sales and delivery forecasts

8) Prospects and follows-up referrals regularly

9) Attends Manufacturer's training sessions and meetings as required

10) Maintains files on each owner sold

11) Purifies files of all unsold clients

Page 97: Dealership job descriptions1

Used Vehicle Sales Representative (Continued) Page 2

12) Introduces each sold client to the Business manager

13) Completes daily report of all contacts made each day

14) Verifies all deliveries are ready for customer delivery prior to customer arrival

15) Ensures all customer requested additions are completed prior to vehicle delivery

16) Accompanies customers on vehicle demonstrations

17) Introduces the customer to a dealership tour

18) Knows, understands and applies all municipal, provincial and federal legislationas it pertains to the dealership

19) Ensures used vehicle retail lot is neat and presentable at all times, assistingwhere necessary.

20) Monitors each individual sales transaction through until final delivery

21) Assists Lot Attendant for starting all display vehicles on a daily basis

22) Ensures work station is clean, neat and tidy at all times

23) Maintains a clean neat presentable appearance

24) Ensures that no smoking will take place in the Used Vehicle office

25) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

26) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to complete sales transactions with priorapproval.

Relationships with: Sales Management and StaffLease Management and StaffService Management and StaffBody Shop management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

Page 98: Dealership job descriptions1

Used Vehicle Sales Representative (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: N/A

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Retail Sales Helpful

c) Specials skills and abilities: BondablePeople SkillsCommunicationInitiativeAttention to DetailGood ListenerPatiencePersistence

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 99: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Reconditioning Technician

Department: Sales Department

Division/Area: used Vehicle Sales/Service Shop

Reports To: Service Manager - directlyAssistant Used Vehicle Sales Manager - indirectly

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for the repairing of vehicles applying workmanship, quality of excellent standards whileexercising effective time utilization for maximumproductivity.

______________________________________________________________________________

(3) Major Duties:

1) Reports to Control Tower to obtain designated daily work

2) Accepts work assignments only from Control Tower or used Vehicle SalesManager

3) Reviews repair order with Control Tower when job is assigned and when completed

4) Road tests vehicles when required to confirm problems

5) Follows up on any problems reported on used vehicle inspection report

6) Advises Control Tower/Used Vehicle Sales Manager of any work notrecorded requiring addition time and authorization

7) Exercises precaution to ensure cleanliness of customer vehicles, i.e. seat covers,floor mats, fender covers, etc.

8) Submits hard copy of work order to parts department to obtain authorized parts

9) Notifies Control Tower/Used Vehicle Sales Manager of additional work requiringauthorization

Page 100: Dealership job descriptions1

Reconditioning Technician (Continued) Page 2

10) Returns each work order to Control Tower immediately upon job completion

11) Returns any incomplete work orders to Control Tower at days end

12) Reviews and files Manufacturer's warranty policies and procedures on all warranty work

13) Reviews all Manufacturer's service bulletins and completes monthly technical guild exams

14) Maintains technician guild standards

15) Ensures all special tools/equipment are/is maintained in proper working condition

16) Reports all damage or malfunctioning special tools or equipment to ServiceManager

17) Returns all special tools/equipment upon job completion or at days end

18) Maintains a clean, neat personal appearance

19) Sweeps and maintains a clean, neat workstation

20) Attends department meetings as required

21) Refrains from smoking, eating or listening to ratio in customer or company vehicles

22) Maintains a high production level through efficient work practice

23) Follows diagnostic and repair procedures recommended by Manufactureror those whichare consistent with acceptable repair methods approved by shopmanagement

24) Wears appropriate safety/protective gear at all times

25) Attends training seminars for upgrading purposes as required

26) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

27) Performs other related duties______________________________________________________________________________

Page 101: Dealership job descriptions1

Reconditioning Technician (Continued) Page 3

(4) Authority: Is given the authority to repair vehicles assigned and recommendedto work required to efficient safe vehicle functioning.

Relationships with: Sales Management and StaffService Management and StaffBody Shop management and StaffParts Management and Staff

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Class "A" Licensed Motor Vehicle Mechanic

2) Experience required: N/A

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Manufacturer Technology helpful

c) Specials skills and abilities: BondableInitiativeDetail ConsciousCommunicationConscientiousTrustworthy

__________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 6:00 p.m. Monday - Friday

Hours worked on a rotation basis(May be required to work overtime)(Uniform required)

Page 102: Dealership job descriptions1

Reconditioning Technician (Continued) Page 4

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 103: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Used Vehicle Lot Attendant

Department: Used Vehicle Sales

Division/Area: Used Vehicle Lot

Reports To: Used Vehicle Manager - directlyAssistant Used Vehicle Manager - indirectly

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for ensuring used vehicle retail lot is clean, neat and presented in an orderly fashion at all times.

______________________________________________________________________________

(3) Major Duties:

1) Ensures retail vehicles are clean, in proper location and filled with fuel

2) Reports any mechanical problems; i.e., engine skipping, will not start, flat tires, etc. immediately

3) Washes all vehicles from prior days bad weather, including those which are dustyor as scheduled

4) Reports missing or torn warranty stickers

5) Changes retail display at least twice weekly as directed

6) Parks wholesale vehicles in appropriate location as required

7) Parks and rearranges retail bull pen

8) Affixes price stickers as necessary

9) Maintains the general appearance of the used vehicle display lot in a clean andorderly fashion

10) Reports any irregularities and/or malfunctions of; i.e., banners, signs, lightstandards, etc.

11) Ensures all vehicle keys are returned to keyboard

Page 104: Dealership job descriptions1

Used Vehicle Lot Attendant (Continued) Page 2

12) Reports any missing keys immediately

13) Ensures all retail sold vehicles are clean, filled with fuel and ready for delivery

14) Ensures all sidewalks surrounding building and entrances into building are clean,free of debris, snow and/or ice

15) Ensures all retail vehicles are free of snow

16) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

17) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to ensure the efficient functioning cleanlinessstandards of the used vehicle lot, covering wholesale and retail asdirected by his/her supervisor.

Relationships with: Sales Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: Safe Driving Record

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Mechanically inclined

c) Specials skills and abilities: BondableCommunicationAttention to DetailHonestyReliabilityWorks with minimal supervision

Page 105: Dealership job descriptions1

Used Vehicle Lot Attendant (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 4:00 p.m. Monday - Friday

(Alternate Saturdays required)

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 106: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Greeter

Department: Sales Department

Division/Area: Showroom

Reports To: Senior New Vehicle Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To provide a friendly and courteous welcome greetingfor all customers entering the showroom. Introducecustomers by name to appropriate sales/leaserepresentative.

______________________________________________________________________________

(3) Major Duties:

1) Ensures his/her showroom workstation is tidy and neat at all times

2) Ensures Greeter station is organized with appropriate forms

3) Maintains a clean neat professional appearance

4) Escorts customers required to wait for an individual sales representative tosnack bar/reception area, offering refreshments

5) Transcribes prior days blue log data onto master log

6) Distributes photocopies of master log to President, General Manager, Senior NewVehicle Manager and Assistant New Vehicle Manager by 10:00 a.m. daily

7) Identifies sales representatives "up" rotation and notifies sales representativesof their positioning

8) Greets customers entering new vehicles areas

9) Uses appropriate form to obtain customer name and type of vehicle desired

10) Introduces customers to appropriate sales/lease representative

11) Enters customer and sales representatives names on white log

Page 107: Dealership job descriptions1

Greeter (Continued) Page 2

12) Delivers traffic forms to on duty Desk Manager

13) Notifies next "on deck" sales representatives

14) Reports immediately to the Senior New Vehicle Manager if "up" rotationsystem is not being followed

15) Keeps on duty Manager advised of showroom activity or sales representativeshortages

16) Constantly circulates throughout showroom to ensure potential clients aregreeted immediately

17) Compiles weekly and monthly statistics

18) Verifies brochure racks are full and organized

19) Notifies Sales Manager of any shortages

20) Notifies switchboard and on duty Desk Manager when taking breaks or lunch

21) Relieves switchboard if requested by management

22) Telephones customers for customer telephone follow-up evaluations

23) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

24) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to act as an initial goodwill ambassador for the dealership.

Relationships with: Sales Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: N/A

Page 108: Dealership job descriptions1

Greeter (Continued) Page 3

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Working with the general public helpful

c) Specials skills and abilities: BondablePeople SkillsCommunicationCongenial Personality

Attention to DetailStatistical AbilitiesPresentable AppearanceFriendlyPleasant Telephone VoiceCourteous

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 109: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Part- Time Greeter

Department: Sales Department

Division/Area: Showroom

Reports To: Senior New Vehicle Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To provide a friendly and courteous welcome greetingfor all customers entering the showroom. Introducecustomers by name to appropriate sales/leaserepresentative.

______________________________________________________________________________

(3) Major Duties:

1) Ensures his/her showroom workstation is tidy and neat at all times

2) Ensures Greeter station is organized with appropriate forms

3) Maintains a clean neat professional appearance

4) Escorts customers required to wait for an individual sales representative tosnack bar/reception area, offering refreshments

5) Greets customers entering new vehicles areas

6) Identifies sales representatives "up" rotation and notifies sales representativesof their positioning

7) Introduces customers to appropriate sales/lease representative

8) Uses appropriate form to obtain customer name and type of vehicle desired

9) Enters customer and sales representatives names on white log

10) Delivers traffic forms to on duty Desk Manager

11) Notifies next "on deck" sales representatives

Page 110: Dealership job descriptions1

Part-Time Greeter (Continued) Page 2

12) Reports immediately to the Senior New Vehicle Manager if "up" rotation systemis not being followed

13) Keeps on duty Manager advised of showroom activity or sales representativeshortages

14) Constantly circulates throughout showroom to ensure potential clients are greetedimmediately

15) Telephone customers for customer telephone follow-up evaluations

16) Verifies brochure racks are full and organized

17) Notifies Sales Manager of any shortages

18) Notifies switchboard and on duty Desk Manager when taking breaks or lunch

19) Relieves switchboard if requested by management

20) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

21) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to act as an initial goodwill ambassador for the dealership.

Relationships with: Sales Management and StaffGeneral Public

____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: N/A

Page 111: Dealership job descriptions1

Part-Time Greeter (Continued) Page 3

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Working with the general public helpful

c) Specials skills and abilities: BondablePeople SkillsCommunicationCongenial Personality

Attention to DetailStatistical AbilitiesPresentable AppearanceFriendlyPleasant Telephone VoiceCourteous

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 112: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: D.C.S. Operator

Department: Sales Department

Division/Area: New Vehicle Sales

Reports To: Senior New Vehicle ManagerOffice Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible to receive and send current information to and from Manufacturer.

______________________________________________________________________________

(3) Major Duties:

1) Reports all new vehicle delivery report forms to Manufacturer via D.C.S.

2) Inputs all sold and in stock orders from previous day via D.C.S.

3) Retrieves D.C.S. Manufacturer communications

4) Distributes to personnel; i.e., weekly activity report, weekly sales report, etc.

5) Retrieves all dealer order confirmations

6) Verifies accuracy of all dealer order confirmations

7) Corrects all errors/omissions

8) Compares Manufacturer order acknowledgements to computer printout and dealerorder sheets

9) Files all dealer order confirmations with order forms

10) Prepares all customer sold factory order files

11) Assists in vehicle order inventory control

12) Prepares in stock inventory counts by model each Monday morning

Page 113: Dealership job descriptions1

D.C.S. Operator (Continued) Page 2

13) Prepares and distributes copies of inventory count to President, Vice-President, General Manager and Senior New Vehicle Manager

14) Verifies and ensures that all pricing of new vehicles is correct and that anyadditions are added to the price appropriately

15) Enters new stock into inventory files

16) Revises computer status of all new vehicles; i.e., preference, in transit, etc.

17) Prints price stickers for all vehicles received when required

18) Prints, sorts and files all actual pricing sheets

19) Performs file save at each days end as required

20) Handles sales representatives inquiries

21) Purges hand written Manufacturer orders on a daily basis upon vehicle arrival

22) Reviews all outstanding orders

23) Verifies with appropriate sales representative if any additions, changes ordeletions may be required; i.e., factory options which may be on hold

24) Ensures all stock cards on incoming vehicles are provided and accurate

25) Ensures all pre-sold new vehicles which have been cancelled are entered ininventory system

26) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

27) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to interact via D.C.S. with Manufactureras required

Relationships with: Sales Management and StaffLease Management and StaffAdministration Management and StaffManufacturer

Page 114: Dealership job descriptions1

D.C.S. Operator (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Typing, computer input

3) Qualifications:

a) Expert knowledge of: Computer keyboarding

b) Working exposure to: Basic accounting

c) Specials skills and abilities: BondableFlexibilityAttention to DetailCommunicationPatienceWorks with minimal supervisionConscientiousPeople SkillsOrganizational

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 115: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Business Clerk

Department: Sales Department

Division/Area: Aftermarket Sales

Reports To: Business Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for selling financing, chemicals, warrantiesand insurance to sold customers and obtainingpredetermined sales quotas within budgetary guidelines.

______________________________________________________________________________

(3) Major Duties:

1) Organizes daily guideline

2) Contacts financial institutions for credit approvals from prior day

3) Assists in the preparation of month end sales reports for extended warranties andinsurance

4) Meets with customers taking delivery for finalization and signing of appropriatedocuments

5) Prepares final insurance documentation

6) Attends Tuesday morning sales meeting alternating with Business Manager

7) Maintains current aftermarket product knowledge

8) Handles all insurance claims; i.e., thefts, accidents etc.

9) Attends G.M. and training seminars as required

10) Totals and balances all cash receipts and deposits

11) Handles all collections; i.e., bounced cheques pertaining to sales department

12) Trains Sales Representatives on proper turnover to Business Office

Page 116: Dealership job descriptions1

Business Clerk (Continued) Page 2

13) Reports to New Vehicle Manager, Secretary Treasurer, Vice-President, GeneralManager and President weekly number of units delivered and number of units leftin system

14) Process all delivered vehicles re: aftermarket commissions

15) Sources and identifies new and improved aftermarket products

16) Maximizes gross profit margins to achieve or exceed quotas

17) Verifies pricing schedules monthly against competitive dealers

18) Attends weekly department head meetings

19) Knows and understands all municipal, provincial and federal legislation as itpertains to the dealership

20) Designs promotional and incentive customer programs

21) Handles difficult customer complaints

22) Assists in the set up of reserve accounts to deal with rust claims and repossessions

23) Checks in, signs for and makes any claims pertaining to repossessions as perGMAC agreement

24) Calculates SMART lease proposals, corrects same if necessary and sets-up systemfor follow-up

25) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

26) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to Sign finance contracts and handle cashpayments.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and Staff

Page 117: Dealership job descriptions1

Business Clerk (Continued) Page 3

Financial InstitutionsGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Sales and/or Finance helpful

3) Qualifications:

a) Expert knowledge of: Computers

b) Working exposure to: Auto Dealership Helpful

c) Specials skills and abilities: BondableInitiativeOrganizationAttention to DetailCommunicationPeople SkillsGood ListenerPatience

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday & Saturday

Hours worked on a shift rotation basis

(May be required to work overtime)______________________________________________________________________________

Page 118: Dealership job descriptions1

Business Clerk (Continued) Page 4

(7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 119: Dealership job descriptions1

LEASING

Page 120: Dealership job descriptions1

LEASING

Lease ManagerAssistant Lease ManagerLease RepresentativeSenior Leasing Accounting ClerkLeasing Clerk

Page 121: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Lease Manger

Department: leasing Department

Division/Area: Leasing

Reports To: Vice-President General Manager

Posts Supervised: Leasing Reps, Leasing Clerks, Senior Accounting Clerk

______________________________________________________________________________

(2) Basic Function: Top effectively operate and control the Leasing Departmentactivities and staff in a cost efficient basis while increasinggross sales to obtain or surpass predetermined corporateobjectives..

______________________________________________________________________________

(3) Major Duties:

1) Reviews daily vehicles due for expiration of lease and renewal on a weekly basis

2) Verifies all lease transactions from previous day

3) Reviews out of service vehicles, accident reports

4) Reviews receivable overaged report

5) Reviews quotations for corporate leasing enquiries including all new lease clients

6) Inspects vehicles for delivery verifying cleanliness, correct equipment anddamage when necessary

7) Informs and distributes to dealership Sales Reps notification of forthcomingrenewals

8) Reviews major fleet account with Fleet Manager regarding ordering, accidents,renewals and off make, etc.

9) Recruits, hires and trains departmental staff

10) Reviews daily and weekly Lease Representatives objected daily plan against actual

Page 122: Dealership job descriptions1

Lease Manager (Continued) Page 2

11) Reviews and presents both corporate and individual leasing proposals

12) Reviews any changes in manufacturers fleet rebate programs

13) Verifies and approves all applications for credit for lease vehicles

14) Issues purchase order for out of province new vehicles

15) Reviews depreciation on each new lease

16) Verifies mileage of all vehicles for disposal, sales option or wholesales

17) Prepares disposal report on all corporate accounts

18) Sells disposal units through option to purchase, wholesale or used vehicledepartment

19) Prepares list for rate protection on interest for all factory orders

20) Attends department head meetings

21) Performs annual reviews

22) Determines/recommends department expense budget

23) Establishes monthly, quarterly, semi-annual & annual forecasts in units & dollars

24) Analysis actual statistics against forecasts on a monthly and year-to-date versusprior year basis

25) Maximizes efficiencies to obtain a high gross margin through efficient cost control

26) Investigates customer complaints with Service Manager

27) Attends seminars when necessary

28) Grooms a replacement

29) Monitors and controls leasing loner cars for mileage and cleanliness, etc.

30) Handles all insurance claims settlements

31) Calculates buy out figures for customers

Page 123: Dealership job descriptions1

Lease Manager (Continued) Page 3

32) Handles and locates all repossessions

33) Assists Leasing Reps in finalizing sales

34) Monitors Leasing Reps floor schedule daily

35) Prepares and expedites all P.D.I. orders

36) Verifies and commissions all lease transactions

37) Approves and signs all lease contracts

38) Prepares advertising/promotional programs

39) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to authorize the ordering of vehicles andapproval of new clients, both corporate and individual.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Previous exposure to leasing, auto sales and/or management

3) Qualifications:

a) Expert knowledge of: Used vehicle market

b) Working exposure to: Fleet administration, customer relations

Page 124: Dealership job descriptions1

Lease Manager (Continued) Page 4

c) Specials skills and abilities: BondableCommunicationSalesAnalyticalPersonnel ManagementAttention to DetailCongenial Personality

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday & Saturday

Hours worked on a shift rotation basis

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 125: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Assistant Lease Manger

Department: Leasing Department

Division/Area: Leasing

Reports To: Leasing Manager

Posts Supervised: Leasing Reps, Leasing Clerks, Senior Accounting Clerk

______________________________________________________________________________

(2) Basic Function: To assist in effectively operating and controlling theLeasing Department activities and its staff on a cost efficient basis while increasing gross sales to obtain or surpass predetermined corporate objectives..

______________________________________________________________________________

(3) Major Duties:

1) Reviews daily vehicles due for expiration of lease and renewal within six months

2) Verifies all lease transactions from previous day

3) Reviews out of service vehicles, accident reports

4) Informs dealership sales representatives of forthcoming renewals

5) Reviews lease fleet accounts regarding ordering, accidents, renewals and off makes, etc.

6) Assists in recruiting, hiring and training departmental staff

7) Establishes and reviews daily and weekly lease representatives projected weeklyplan and against actual

8) Reviews alpha and numerical listing of commercial lease accounts for replacement vehicles

9) Attends Tuesday and Saturday morning sales meetings

Page 126: Dealership job descriptions1

Assistant Lease Manager ( Continued) Page 2

10) Reviews any changes in manufacturers fleet rebate programs, notifyingappropriate lease representatives

11) Reviews all personal lease applications for approval when necessary

12) Assists in the preparation of depreciation schedules/work sheets for all new leases

13) Prepares documentation for lease disposals as required

14) Correlates/verifies Department of Transport Safety Inspections

15) Verifies mileage for all vehicles for disposal, sales option or wholesales

16) Assists in selling disposal units through option to purchase, wholesale or used vehicle department

17) Prepares list for rate protection on interest on all factory orders when required

18) Ensures customer returns by calling customers when required

19) Assists in performing annual reviews

20) Assists in establishing department expense budget

21) Assists in establishing monthly, quarterly, semi-annual and annual forecasts in units and dollars

22) Analyses actual statistics against forecasts on a monthly and year-to-date basis and versus prior year

23) Maximizes efficiencies to obtain a high gross margins through efficient cost control

24) Investigates customer complaints with the Service Manager

25) Attends seminars when necessary

26) Monitors new vehicle sales staff for lease showroom customers

27) Reviews daily showroom lot

28) Meets with Body Shop Manager weekly to review lease vehicles under repair

29) Verifies all insurance endorsements are active at time of delivery

Page 127: Dealership job descriptions1

Assistant Lease Manager (Continued) Page 3

30) Assists in determining when vehicle should be repossessed for non-payment

31) Ensures all repossessions are fulfilled

32) Assists in approving all applications for credit

33) Signs all lease agreements on behalf of the Dealership when required

34) Trains a replacement

35) Attends local business associations as required; i.e., Board of Trade, etc.

36) Knows, understands and applies all municipal, provincial and federal legislation as it pertains to the dealership

37) Ensures all required merchandising and point of sale materials is properly displayed in showroom

38) Assists in determining advertising flights/campaigns as required

39) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

40) Ensures all aspects of pre-delivery are fulfilled prior to customer taking possession

41) Assists in the receivable overaged report

42) Assists in reviewing quotations for corporate leasing enquiries

43) Assists in the monitoring and control of leasing loner cars for mileage andcleanliness, etc.

44) Calculates buy out figures for customers when required

45) Monitors leasing representatives floor schedule daily

46) Prepares and expedites all P.D.I. orders when necessary

47) Verifies and commissions all lease transactions when required

48) Performs other related duties Monitors and controls leasing loner cars for mileageand cleanliness, etc.

Page 128: Dealership job descriptions1

Assistant Lease Manager (Continued) Page 4

4) Authority: Is given the authority to approve new clients both corporate andindividual.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Previous lease sales

3) Qualifications:

a) Expert knowledge of: Manufacturer product lines,off makes helpful

b) Working exposure to: Used vehicle disposal, New vehicleacquisition helpful

c) Specials skills and abilities: BondableCommunicationSalesMotivationAnalyticalPeople SkillsPatienceStatistical Analysis

______________________________________________________________________________Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):

________________________________________________________________________

________________________________________________________________________

Page 129: Dealership job descriptions1

Assistant Lease Manager (Continued) Page 5

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday & Saturday

Hours worked on a shift rotation basis

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 130: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Lease Representative

Department: Leasing Department

Division/Area: Leasing Department

Reports To: Lease Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To develop new business while servicing and maintainingexisting at a corporate level to achieve predetermined salesobjectives.

______________________________________________________________________________

(3) Major Duties:

1) Notifies receptionist upon arrival

2) Verifies with Senior Accounting Clerk for any messages, complaints or problems

3) Prepares and organizes daily plan

4) Telephones prospective clients to generate awareness and interest

5) Arranges sales presentation appointments

6) Meets with clients, determining their needs

7) Prepares specific proposals and quotations for client presentation

8) Demonstrates requested vehicles as required

9) Obtains signed agreement to lease accompanied with deposit

10) Assures credit application is complete and accurate

11) Obtains client insurance policy copy or copy of motor vehicle liability insurancecard

12) Prepares detail agreement to lease and delivers to Lease Manager

Page 131: Dealership job descriptions1

Lease Representative (Continued) Page 2

13) Verifies against factory invoice that all requested options/equipment on Agreement to lease is/are installed prior to delivery

14) Delivers vehicle to customer as required

15) Assures vehicles are correctly licensed and installs plates

16) Assures all lease contracts are properly signed and sealed with corporate seal ifnecessary

17) Obtains first month lease payment plus pro-rate for current month

18) Completes and countersigns used vehicle condition report, verifying mileage and any damage, ensuring that the drivers signature is obtained

19) Places returned used vehicle to compound and attaches used vehicle report and key, delivering to Lease Manager

20) Prepares weekly sales plan and reviews prior week results for review withmanager

21) Prepares mailing piece for clients offering new products, special promotions,factory incentives, etc.

22) Recommends advertising/promotional programs

23) Contacts new and existing clients quarterly for client follow-up

24) Attends trade meetings, seminars, new car shows as required

25) Adheres to company commitment to excellence delivery procedures

26) Maintains current file on all clients

27) Attends Manufacturer training seminars

28) Forecasts dollars in units monthly, semi-annual and annual sales

29) Attends Monday morning sales meeting

30) Knows and understands warranties, aftermarket products, chemicals andmanufacturer warranties

Page 132: Dealership job descriptions1

Lease Representative (Continued) Page 3

31) Reviews individual renewals with Lease Manager four months prior tolease expiration

32) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

33) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to act as a goodwill ambassador for the dealership while developing a strong client base

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffOther DealersGeneral Public

______________________________________________________________________________(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: Outside account sales

3) Qualifications:

a) Expert knowledge of: Warranties, auto leasing, aftermarketproducts

b) Working exposure to: Vehicle product lines

c) Specials skills and abilities: CommunicationAccuracyPunctualityBondablePeople SkillsInitiativeWorks with little supervisionSafe Driving RecordEnergetic

Page 133: Dealership job descriptions1

Lease Representative (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 10:00 p.m. Monday - Thursday9:00 a.m. - 6:00 p.m. Friday & Saturday

Hours worked on a shift rotation basis

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 134: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Senior Leasing Accounting Clerk

Department: Leasing Department

Division/Area: Leasing Department

Reports To: Lease Manager

Posts Supervised: Leasing Clerks______________________________________________________________________________

(2) Basic Function: Responsible for filling the secretarial duties consistent withthe Leasing Department requirements

______________________________________________________________________________

(3) Major Duties:

1) Distributes to each department appropriate envelopes from prior day

2) Monitors and expedites new lease documents from previous day

3) Designates al lease unit and customer number to each lease, posting into computer

4) Assures lease agreement scheduling are prepared accurately including anyoptions to purchase

5) Receives prior day delivery packages

6) Post all information on new leases into computer

7) Prepares cheques and security deposit returns

8) Prepares cheques and reports fro out of province sales tax

9) Types leasing correspondence

10) Prepares monthly invoices for mailing

11) Prepares monthly statements for customer mailing

12) Reconciles customer accounts when necessary

Page 135: Dealership job descriptions1

Senior Leasing Accounting Clerk (Continued) Page 2

13) Follows-up on all non-payments

14) Verifies and handles collections

15) Handles all telephone calls

16) Prepares yearly license renewal stickers

17) Prepares customer pre-authorized chequing monthly

18) Deals with financial institutions and insurance organizations

19) Assures all records and documents are correctly filed

20) Prepares lease termination report at each months end

21) Prepares new lease and termination report (number of vehicles currently on road)

22) Handles daily traffic summonses pertaining to leases

23) Assists in interviewing Lease Clerks

24) Supervises designated staff

25) Performs annual reviews

26) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

26) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to deal with financial/insurance institutions.Can make collections and handle documentation follow-up.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffFinancial/Insurance CompaniesGeneral Public

______________________________________________________________________________

Page 136: Dealership job descriptions1

Senior Leasing Accounting Clerk (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12,

2) Experience required: General accounting

3) Qualifications:

a) Expert knowledge of: Typing, spelling, filing

b) Working exposure to: Computers

c) Specials skills and abilities: People SkillsAnalyticalAttention to DetailCommunicationDiplomacyConfidentialityEnergeticBondable

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 137: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Leasing Clerk

Department: Leasing Department

Division/Area: Leasing Department

Reports To: Senior Accounting Clerk

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible to prepare and handle all clerical aspects ofthe leasing contract and follow-up. Responsible for fulfilling the clerical duties consistent with the Leasing Department requirements.

______________________________________________________________________________

(3) Major Duties:

1) Ensures all pertinent client information is available; i.e., unit number, license fee,credit application (name, address and date of birth), vehicle invoice, serialnumber, insurance information (agent name and phone number)

2) Types all lease documentation, i.e., two lease agreements, two schedule "A".two guarantee buy backs (if applicable), one insurance form, invoices for delivery, set up customer number, name label for file.

3) Obtains original insurance policy on each vehicle leased

4) Revises and prepares new insurance lists monthly

5) Dates and records all policies on insurance list

6) Writes "OK" on all policies on insurance list

7) Files insurance papers

8) Matches expiry date with agents date in registration file

9) Revises unmatched dates on insurance list

Page 138: Dealership job descriptions1

Leasing Clerk (Continued) Page 2

10) Revises and maintains current insurance list

11) Prints new insurance list and labels monthly

12) Deals with insurance companies to obtain missing required insurance information

13) Calculates all necessary lease figures for lease documents initial; i.e., statementsand termination sheets including trax etc.

14) Registers and types registration liens

15) Types all necessary correspondence

16) Processes all insurance cancellations daily

17) Charges customers for any licensing fees

18) Prepares new lease documents from previous day

19) Designates a customer number to each lease

20) Prints lease agreement schedule including any options to purchase

21) Prepares monthly invoices for mailing

22) Handles all telephone enquiries as required

23) Deals with institutions and insurance organizations

24) Ensures all records and documents are correctly filed

25) Handles day traffic summonses pertaining to leases

26) Files all computerized statements on a monthly basis

27) Returns license plates on terminated leases for cancellation

28) Reports to Senior Accounting Clerk to determine any termination/acquisition ofleases

29) Prepares and verifies initial prorated customer invoice for each new lease

30) Establishes a profile for each new lease in computerized system

Page 139: Dealership job descriptions1

Leasing Clerk (Continued) Page 3

31) Assists in contacting delinquent account customers

32) Reconciles customer accounts as required

33) Prepares pre-authorized chequing submissions monthly

34) Assists in the preparation of finance documentation for leased vehicles

35) Attends department meetings as required

36) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

37) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to deal with financial/insurance institutions.Can make collections and handle documentation follow-up.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffFinancial/Insurance CompaniesGeneral Public

______________________________________________________________________________(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Typing (40-45 w.p.m.)

3) Qualifications:

a) Expert knowledge of: Typing, Spelling, Filing

b) Working exposure to: Computers

Page 140: Dealership job descriptions1

Leasing Clerk (Continued) Page 4

c) Specials skills and abilities: BondableAttention to DetailPeople SkillsAnalyticalCommunicationDiplomacyConfidentialityAccuracyOrganized

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 9:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 141: Dealership job descriptions1

SERVICE

Page 142: Dealership job descriptions1

SERVICE

Service DirectorService ManagerAssistant Service ManagerCustomer Assistant Co-OrdinatorShop ManagerShop Quality Control ForemanRetail TechnicianLube Technician/ApprenticeService ConsultantControl Tower OperatorTime KeeperHead CashierService CashierPart-Time CashierService Sales RepresentativeGreeterService ReceptionistWarranty ClerkAppointment Co-OrdinatorVehicle DetailUsed Vehicle DetailShuttle Bus DriverCar PorterPart-Time Car PorterMaintenance

Page 143: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Service Director

Department: Service Department

Division/Area: Service, Body Shop, parts

Reports To: Vice President, General Manager

Posts Supervised: Service, Body Shop and Parts Departments______________________________________________________________________________

(2) Basic Function: To supervise the efficient organization and operations ofthe department under his/her control, while maximizingprofitability and reducing costs in order to obtain pre-determined profit objectives.

______________________________________________________________________________

(3) Major Duties:

1) Understands and applies dealership procedures and policies

2) Motivates and supervises department managers

3) Inspects Body Shop, Service and Parts Departments daily

4) Reviews and verifies all warranty claims are paid promptly by O.E.M.

5) Supervises the operations and expenses by department

6) Recruits, hires and trains management staff

7) Assists in the recruitment and training of department staff

8) Verifies and monitors workflow in dispatch area

9) Meets with Service, Parts and Body Shop managers daily to review prior daysactivity and current days progress

10) Develops and implements systems and procedures for efficient workproduction by department

11) Authorizes large purchase order requisitions

Page 144: Dealership job descriptions1

Service Director (Continued) Page 2

12) Develops consumer promotion and advertising concepts

13) Develops employee incentive programs

14) Holds department meetings every two weeks with department heads underhis/her supervision

15) Handles and solves difficult customer complaints

16) Performs annual reviews

17) Trains and develops a replacement

18) Reviews and monitors vacation schedules

19) Develops systems to increase shop and/or department capacity for increase costefficiencies and productivity (cost per unit reductions for reduced unabsorbedoverhead)

20) Monitors inventory levels closely following the mini-max system

21) Monitors inventory turns for increases and cost reductions

22) Monitors and supervises sales in units and dollars by department with eachdepartment head

23) Supervises and monitors expenses by department

24) Assists and supervises departmental forecasts, monthly, quarterly, semi-annual and annual in units and dollars and versus prior year

25) Prepares quarterly trending reports in dollars by department and total

26) Attends department head meeting

27) Attends training seminars when necessary

28) Analyses competition for pricing and promotional activity

29) Monitors outstanding warranties on schedules

30) Monitors unpaid claims

31) Monitors warranty advance and outstanding 263 accounts

Page 145: Dealership job descriptions1

Service Director (Continued) Page 3

32) Knows, understands and applies all municipal, provincial and federal legislationas it pertains to the dealership

33) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

34) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to approve large purchase requisitions afterconsulting with General Manager. Has authority able to

hire, trainand develop staff while remaining within a predetermined budget.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, management courses helpful,licensed mechanic

2) Experience required: Minimum five years parts, service, bodyshop management

3) Qualifications:

a) Expert knowledge of: Departmental management

b) Working exposure to: Previous dealership experience

Page 146: Dealership job descriptions1

Service Director (Continued) Page 4

c) Specials skills and abilities: People SkillsPersonnel ManagementAccountingInitiativeAnalyticalAttention to DetailCommunicationOrganizationalPatienceBondableStrong Motivator

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 147: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Service Manager

Department: Service Department

Division/Area: Service Department

Reports To: Service Director

Posts Supervised: Drive-Thru, Cash Office, Control Tower, MechanicalShop, P.D.I. Department

______________________________________________________________________________

(2) Basic Function: To ensure complete customer satisfaction and repeatpatronage. through staff attitude, professionalism andwork quality excellence while maximizing efficiencies for production and profitability.

______________________________________________________________________________

(3) Major Duties:

1) Ensures drive-in is prepared and ready for business

2) Ensures staff maintain a high quality of workmanship

3) Monitors Service Consultants to ensure proper procedures are being followed

4) Monitors Dispatcher for work mix allocation

5) Reviews service schedule daily for problem identification

6) Monitors assigned completed warranties on a regular basis

7) Reviews Service Technicians daily performance

8) Monitors prior day Service Technicians performance

9) Ensures proper warranty policies and procedures are being applied in Service, Body Shop and Parts

10) Ensures city fire safety department provides annual fire safety practice review anddemonstrations

Page 148: Dealership job descriptions1

Service Manager (Continued) Page 2

11) Recruits, hires and trains administrative and technical staff

12) Performs annual reviews

13) Establishes programs for improved staff product knowledge, skills, attitude,appearance and job effectiveness

14) Recommends staff for Manufacturer courses for upgrading

15) Determines hours sold forecast objectives daily, monthly, quarterly and annually

16) Analyses actual statistics against forecast on a monthly and year-to-date versus prior year basis

17) Determines number and percentage of comebacks to total jobs on monthly and year-to-date comparative basis and versus prior year.

18) Maximizes efficiencies to obtain a high gross margins through effectivedepartmental cost controls

19) Monitors selling procedures to reduce under/over selling

20) Monitors efficiencies in customer pick-up and cashier office

21) Reports all department sub-standard and reconcilable conditions to the ServiceDirector

22) Attends regular department head and management meetings

23) Reviews daily lost customer report

24) Knows, understands and applies all municipal, provincial and federal legislation as it pertains to the dealership

25) Grooms a replacement

26) Completes all Worker Compensation forms

27) Ensures all computer systems are administered and used correctly withinappropriate areas

28) Ensures service lot is maintained to maximum efficiency

Page 149: Dealership job descriptions1

Service Manager (Continued) Page 3

29) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

30) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to recruit, develop and train staff to maintainan efficient department, thereby achieving predetermined objectives on a cost effective basis..

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, management courses helpful,valid drivers' license

2) Experience required: Licensed mechanic

3) Qualifications:

a) Expert knowledge of: Manufacturer warranties and procedures

b) Working exposure to: Customer relations, direct retail sales,statistical analysis

c) Specials skills and abilities: InitiativePeople SkillsBondableGood General HealthSafe Driving RecordDepartmental ManagementOrganizationalCommunicationAnalytical

Page 150: Dealership job descriptions1

Service Manager (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 151: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Assistant Service Manager

Department: Service Department

Division/Area: Service Department

Reports To: Service Manager

Posts Supervised: Drive-Thru, Cash Office, Control Tower, MechanicalShop, P.D.I. Department

______________________________________________________________________________

(2) Basic Function: Is responsible to assist in ensuring complete customersatisfaction and repeat patronage through staff attitude,professionalism and work quality excellence whilemaximizing efficiencies for production and profitability

______________________________________________________________________________

(3) Major Duties:

1) Ensures drive-in is prepared and ready for business

2) Ensures staff maintain a high quality of workmanship

3) Assists in monitoring Service Consultants to ensure proper procedures are beingfollowed

4) Assists in monitoring Dispatcher for work mix allocations

5) Reviews service schedule daily for problem identification

6) Monitors assigned completed warranties on a regular basis

7) Reviews Service Technicians daily performance

8) Monitors prior day Service Technicians performance

9) Ensures proper warranty policies and procedures are being applied to in ServiceDepartment

Page 152: Dealership job descriptions1

Assistant Service Manager (Continued) Page 2

10) Assists in arranging city fire safety department provides annual fire safety practice review and demonstrations

11) Assists in recruiting, hiring and training technical and administrative staff

12) Performs annual reviews

13) Assists in establishing programs for improved staff product knowledge, skills,attitude, appearance and job effectiveness

14) Recommends staff for Manufacturer courses for upgrading

15) Assists in determining hours sold forecast objectives daily, monthly, quarterly andannually

16) Analyses actual statistics against forecast on a monthly and year-to- date versusprior year basis

17) Assists in determining number and percentage of comebacks to total jobs onmonthly and year-to-date comparative basis and versus prior year

18) Maximizes efficiencies to obtain a high gross margin through effective departmental cost controls

19) Assists in monitoring selling procedures to reduce under/over selling

20) Assists in monitoring efficiencies in customer pick-up and cashier office

21) Reports all department sub-standard and unreconcilable conditions to the Service\Director

22) Attends regular department head and management meetings

23) Reviews daily lost customer report

24) Knows, understands and applies municipal, provincial and federal legislation as itpertains to the dealership

25) Grooms a replacement

26) Assists in completing all Worker Compensation forms

27) Ensures all computer systems are administered and used correctly withinappropriate areas

Page 153: Dealership job descriptions1

Assistant Service Manager (Continued) Page 3

28) Ensures service lot is maintained to maximum efficiency

29) Ensures safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

30) Performs other related duties______________________________________________________________________________(4) Authority: Is given the authority to assist in the recruitment, development and

training of staff to maintain an efficient department, therebyachieving predetermined objectives on a cost effective basis..

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffSuppliersGeneral Public

______________________________________________________________________________(5) Job Requirements:

1) Level of Education: Grade 12, management courses helpful,valid drivers' license

2) Experience required: Licensed mechanic

3) Qualifications:

a) Expert knowledge of: Manufacturer warranties and procedures

b) Working exposure to: Customer relations, direct retail sales,statistical analysis helpful

c) Specials skills and abilities: BondableInitiativePeople SkillsGood General HealthSafe Driving RecordDepartmental ManagementOrganizationalCommunicationAnalyticalPatience

Page 154: Dealership job descriptions1

Assistant Service Manager (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 155: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Customer Assistance Co-Ordinator

Department: Service Department

Division/Area: Service Department

Reports To: Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To all customers are completely satisfied with theirpurchase/service and will continue repeat patronage.

_____________________________________________________________________________

(3) Major Duties:

1) Walks daily Service drive, Body and Parts Departments for prompt customerservice.

2) Prepares work orders and calls back customers from prior days to determinecustomer satisfaction levels

3) Maintains log on all complaints by quantity, make, model, year problemdescription, date of problem and date solved

4) Ensures all customers having purchased new vehicles six months prior arecontacted for satisfaction levels

5) Prepares and send customer satisfaction letters to all customers

6) Notifies all departments of monthly C.S.I. ratings

7) Maintains all C.S.I. rating charts

8) Notifies appropriate department managers of any customer complaints

9) Follows-up with department managers to ensure customer complaints have beenratified to customer satisfaction

10) Ensures all telephone complaints are directed to Customer Assistance Co-Ordinator

Page 156: Dealership job descriptions1

Customer Assistant Co-Ordinator (Continued) Page 2

11) Ensures that all telephone complaints are logged and recorded

12) Ensures appropriate problems or Technician can be identified when recordingcomplaints

13) Attends department meetings with Technicians and Service Consultants identifying problems and seeking solutions

14) Continuously seeks to determine questions which will help draw out any problems existing with present clients

15) Ensures that any promises made to customers can be fulfilled

16) Informs customers when unable to address specific problems and ensures customer that an answer will be forthcoming either from the Customer AssistanceCo-Ordinator or the appropriate department head

17) Follows-up on all such complaints to ensure the appropriate department head doesindeed contact the customer

18) Ensures the customers has received appropriate apologies and assurance that action will be taken

19) Thanks customers for their patronage

20) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

21) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to contact customers in order to determinesatisfaction levels within the dealership.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

______________________________________________________________________________

Page 157: Dealership job descriptions1

Customer Assistance Co-Ordinator (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Previous sales experience helpful

3) Qualifications:

a) Expert knowledge of: Human relations/people skills

b) Working exposure to: Customer relations

c) Specials skills and abilities: People SkillsCourtesyGood Telephone VoicePatienceGood ListenerAttention to DetailBondableTenacityAbility to follow through

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis(May be required to work overtime)

______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 158: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Shop Manager

Department: Service Department

Division/Area: Shop

Reports To: Assistant Service Manager

Posts Supervised: Shop Foreman______________________________________________________________________________

(2) Basic Function: To supervise, train and develop Retail Technicians formaximum quality of workmanship, productivity and costefficiency objectives.

______________________________________________________________________________

(3) Major Duties:

1) Assists in recruitment, interviewing and selection of Retain Technicians and/orApprentices

2) Develops continuous training programs for increased productivity, skills,efficiencies and work attitudes

3) Develops and directs comprehensive apprenticeship programs

4) Ensures each technicians work day commences promptly

5) Assists in diagnosis of problem jobs

6) Assists Dispatcher in all dispatching aspects

7) Controls the quality of workmanship levels effectively

8) Supervises the maintenance of tools, equipment and facilities

9) Maintains current inventory of all tools

10) Assists Service Consultants in driving when problem situations occur

11) Works with Dispatcher to reduce or remedy unapplied or lost time

Page 159: Dealership job descriptions1

Shop Manager (Continued) Page 2

12) Acts as a liaison between Service and Parts Departments to develop good relations

13) Maintains a current productivity report on each technician weekly and monthly

14) Road tests problem vehicles when necessary

15) Attends and assists all fixed operation and service meetings

16) Performs annual reviews

17) Assists Service Manager in analysing shop comebacks

18) Attends all required Manufacturer Shop Foreman meetings

19) Co-operates with local co-op trade school programs

20) Analyses weekly, monthly and year-to-date shop productivity

21) Recommends new/additional equipment for upgrading standards

22) Supervises Janitor/Maintenance staff

23) Controls all maintenance inventory

24) Ensures all required staff wear appropriate protective safety gear when necessary

25) Grooms a replacement

26) Arranges annual fire department demonstrations

27) Knows, understands and applies municipal, provincial and federal legislation as it pertains to the dealership

28) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

29) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to hire and terminate his/her reporting staff.May purchase required tools up to $500.00 monthly and authorizeequipment repairs to $500.00 monthly without supervisorysignature..

Page 160: Dealership job descriptions1

Shop Manager (Continued) Page 3

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Class "A: Licensed Mechanic, valid drivers'license

2) Experience required: Manufacturer training preferable

3) Qualifications:

a) Expert knowledge of: Manufacturer products, all aspects ofvehicles, Manufacturer factory policies and warranties preferable

b) Working exposure to: Propane

c) Specials skills and abilities: InitiativesStaff ManagementCommunicationGood Physical ConditionBondableAttention to DetailOrganization

_____________________________________________________________________________

Page 161: Dealership job descriptions1

Shop Manager (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 162: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Shop Quality Control Foreman

Department: Service Department

Division/Area: Shop

Reports To: Assistant Shop Manager

Posts Supervised: Retail Technicians, Lube/Apprentices______________________________________________________________________________

(2) Basic Function: Is responsible for the supervision, training and developmentof Retail Technicians and Apprentices for maximum quality of workmanship, productivity and cost efficiency objectives.

______________________________________________________________________________

(3) Major Duties:

1) Assists in recruitment, interviewing and selection of Retail Technicians and/orApprentices

2) Assists in developing continuous training programs for increased productivity, skills efficiencies and work attitudes

3) Assists in developing and directing comprehensive apprenticeship programs

4) Ensures each Technicians work day commences promptly

5) Assists in diagnosis of problem jobs

6) Assists Dispatcher in all dispatching aspects

7) Controls the quality of workmanship levels effectively

8) Supervises the maintenance of tools, equipment and facilities

9) Assists in maintaining current inventory of all tools

10) Assists Service Consultants in drive-in area when problem situations occur

11) Works with Dispatcher to reduce or remedy unapplied or lost time

Page 163: Dealership job descriptions1

Shop Quality Control Foreman (Continued) Page 2

12) Acts as a liaison between Service and Parts departments to develop good relations

13) Assists in maintaining a current productivity report on each Technician weekly and monthly

14) Road tests problem vehicles when necessary

15) Attends and assists all fixed operation and service meetings as required

16) Assists in performing annual reviews

17) Assists Shop Manager in analysing shop comebacks

18) Attends all required Manufacturer Shop Foreman meetings

19) Co-operates with local co-op trade school programs

20) Assists in analysing weekly, monthly and year-to-date shop productivity

21) Recommends new/additional equipment for upgrading standards

22) Assists in controlling all maintenance inventory

23) Ensures all required staff wear appropriate protective safety gear when necessary

24) Grooms a replacement

25) Assists in arranging annual fire department demonstrations

26) Fulfils the function of Shop Manager when Shop Manager is absent

27) Attends training/seminar programs as required

28) Knows, understands and applied all municipal, provincial and federal legislation as it pertains to the dealership

29) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany policy are strictly adhered to

30) Performs other related duties______________________________________________________________________________

Page 164: Dealership job descriptions1

Shop Quality Control Foreman (Continued) Page 3

(4) Authority: Is given the authority to ensure highest quality workmanshipstandards are maintained by Technicians and/or Apprentices.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Class "A" Licensed Mechanic, Valid Drivers' License

2) Experience required: Manufacturer training preferable

3) Qualifications:

a) Expert knowledge of: Manufacturer Products, All aspects ofvehicles, Manufacturer factory policies and warranties preferable

b) Working exposure to: Propane

c) Specials skills and abilities: BondableInitiativeStaff ManagementCommunicationOrganizationGood Physical ConditionAttention to Detail

_____________________________________________________________________________

Page 165: Dealership job descriptions1

Shop Quality Control Foreman (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 166: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Retail Technician

Department: Service Department

Division/Area: Shop

Reports To: Shop Foreman

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To repair customer vehicles applying workmanship, qualityof excellent standards while exercising effective timeutilization for maximum productivity.

______________________________________________________________________________

(3) Major Duties:

1) Reports to Dispatcher to obtain designated daily work

2) Accepts work only from Dispatcher

3) Reviews repair orders with Dispatcher when job is assigned and when completed

4) Road tests vehicles when required to confirm problems

5) Exercises precaution to ensure cleanliness of customer vehicles; i.e., floor mats,fender covers, seat covers, etc.

6) Submits hard copy of work order to Parts Department to obtain authorized parts

7) Notifies Dispatcher and Service Consultants of additional work requiringauthorization

8) Completes all assigned work

9) Returns each work order to Dispatcher immediately upon job completion

10) Returns any incomplete work orders to Dispatcher at days end

11) Follows manufacturer's warranty policies and procedures in all warranty work

Page 167: Dealership job descriptions1

Retail Technician (Continued) Page 2

12) Reviews all manufacturer service bulletins

13) Ensures all special tools/equipment are/is maintained in proper working condition

14) Reports all damaged or malfunctioning special tools or equipment to Shop Foreman

15) Returns all special tools/equipment upon job completion or at days end

16) Maintains clean personal appearance

17) Sweeps and maintains a clean neat workstation

18) Attends all pre-posted department meetings

19) Refrains from smoking, eating or listening to ratio in customers vehicles

20) Provides service consultants with necessary parts and labour estimates usingadditional work sheet provided

21) Drives customers vehicles for road test purposes only

22) Maintains Technicians Guild standards

23) Attends training seminars for upgrading as required

24) Wears appropriate safety/protective gear at all times

25) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

26) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to repair vehicles assigned and recommendwork required to an efficient and safe vehicle functioning.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

Page 168: Dealership job descriptions1

Retail Technician (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Class "A" Licensed Motor Vehicle Mechanic or equivalent qualifications

2) Experience required: Valid drivers' license

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Manufacturer's Technology helpful

c) Specials skills and abilities: Safe Driving RecordInitiativeBondableAmbitiousDetail ConsciousCommunicationPride of WorkmanshipWorks with minimum supervision

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 6:00 p.m. Monday - Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

Page 169: Dealership job descriptions1

Retail Technician (Continued) Page 4

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 170: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Lube Technician/Apprentice

Department: Service Department

Division/Area: Shop

Reports To: Shop Quality Control Foreman

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for filling maintenance type requirementson customers vehicles to ensure maximum customersatisfaction.

______________________________________________________________________________

(3) Major Duties:

1) Reports to Control Tower to obtain designated daily work

2) Accepts work only from Control Tower or Supervising Technician

3) Reviews repair orders with Control Tower/Supervising Technician when job isassigned and when completed

4) Road tests vehicles when required to confirm problems

5) Exercises precaution to ensure cleanliness of customer vehicles; i.e. floor mats,fender covers, seat covers, etc.

6) Submits hard copy of work order to Parts Department to obtain authorized parts as required

7) Notifies Control Tower and Service Technicians of additional work requiringauthorization

8) Completes all assigned work

9) Returns each work order to Control Tower or Supervising Technician immediately upon job completion

Page 171: Dealership job descriptions1

Lube Technician/Apprentice (Continued) Page 2

10) Returns any incomplete work orders to Control Tower or Supervising Technician at days end

11) Follows Manufacturer warranty policies and procedures in all warranty work

12) Reviews all manufacturer service bulletins

13) Ensures all special tools/equipment and/is maintained in proper working condition

14) Reports all damaged and malfunctioning special tools or equipment to ShopManager

15) Returns all special tools/equipment upon job completion or at days end

16) Maintains a clean personal appearance

17) Sweeps and maintains a clean, neat workstation

18) Completes requirements specified on work orders

19) Performs lubrications, oil and filter changes and tire rotations

20) Checks coolant condition and all fluid levels

21) Inspects all dry belts for tension

22) Inspects carburettor, air cleaner and element

23) Inspects engine compartment and components

24) Cleans and tightens battery terminals

25) Lubricates parking brake cables and linkage

26) Inspects body mechanisms and hardware

27) Silicone treats all door opening weather strips

28) Inspects exhaust system and heat shields

29) Inspects wiper arm and blade for deterioration

30) Checks tires and wheels for damage and other deterioration

Page 172: Dealership job descriptions1

Lube Technician/Apprentice (Continued) Page 3

31) Test and adjust tire pressure

32) Inspects all lights for correct operation

33) Ensures steering wheel, all wheels, door handles, etc. are clean and free fromgrease

34) Reports to Control Tower/Supervising Technician all mechanical or safety relateddeficiencies not noted on the work order

35) Refrains from smoking, eating or listening to ratio in customer vehicles

36) Attends department meetings as required

37) Wears appropriate safety/protective gear at all times

38) Drives customer vehicles for road test purposes only

39) Provides Service Consultants with necessary parts and labour estimates usingaddition work sheet provided

40) Attends training seminars for upgrading as required

41) Wears appropriate safety/protective gear at all times

42) Knows, understands and applies municipal, provincial and federal legislation as itpertains to the dealership

43) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany policy are strictly adhered to

44) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to perform maintenance type requirementson customer vehicles

Relationships with: Service Management and Staff______________________________________________________________________________

Page 173: Dealership job descriptions1

Lube Technician/Apprentice (Continued) Page 4

(5) Job Requirements:

1) Level of Education: Grade 12, Valid Drivers'License

2) Experience required: N/A

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: BondableAttention to DetailGood Driving RecordInitiativeCommunicationPride of Workmanship

_____________________________________________________________________________(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 6:00 p.m. Monday - Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 174: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Service Consultant

Department: Service Department

Division/Area: Service Drive-In

Reports To: Assistant Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: The primary function is to ensure customer satisfactionby obtaining and verifying his/her vehicular problems andselling the required service to rectify the situation andensuring that all requested work is completed thus

minimizing customer comebacks.______________________________________________________________________________

(3) Major Duties:

1) Knows and applies to each transaction all steps of the Dealership sales strategy

2) Maintains a clean and professional appearance

3) Ensures write up area is clean and neat

4) Follows all company and manufacturer policies and procedures

5) Understands and applies factory and aftermarket warranties

6) Handles all incoming telephone calls promptly and courteously

7) Works in close conjunction with Dispatcher regarding work mix and hoursallocated for maximum time efficiencies

8) Notifies customers immediately upon receiving inspect and report results

9) Verifies completion times and/or delays with Dispatcher

10) Notifies customers of any delays or changes in delivery

Page 175: Dealership job descriptions1

Service Consultant (Continued) Page 2

11) Verifies all work orders listed repairs are completed as requested and road testsvehicle prior to customer delivery

12) Attends all Monday meetings

13) Works in conjunction with appointment co-ordinator

14) Road tests when necessary with customer to determine problems

15) Tags keys and walks to vehicle with customer

16) Notes any visible damage and sells customer appropriately

17) Deals with Technicians when necessary

18) Process work orders in cash office after job completion

19) Handles customers in a courteous, patient manner

20) Ensures the appropriate sales are made, ensuring no under or over selling

21) Achieves 2.2 hours per repair order combined retail sales

22) Ensures all appropriate legislation is adhered to

23) Attends training/seminar courses as required

24) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany policy are strictly adhered to

25) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to act as a company liaison with customers,dealing with their concerns while working in conjunction with Parts Department, Technicians and the Dispatcher.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

Page 176: Dealership job descriptions1

Service Consultant (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12 , Valid Drivers' License

2) Experience required: Licensed mechanic helpful, previous sales(dealership)

3) Qualifications:

a) Expert knowledge of: Manufacturer and aftermarket warranties,Manufacturer product line models

b) Working exposure to: Customer relations/retail sales, Manufacturer policies and procedures helpful

c) Specials skills and abilities: Customer RelationsOrganizationLegible HandwritingBondablePatienceCourteousKnowledgeableCommunicationGood Listener

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required

Page 177: Dealership job descriptions1

Service Consultant (Continued) Page 4

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 178: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Control Tower Operator

Department: Service Department

Division/Area: Control Tower

Reports To: Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To plan, organize, direct and control Techniciansproductive time to achieve time commitment corporate objectives and customer requirements.

______________________________________________________________________________

(3) Major Duties:

1) Develops and maintains hourly flat rate forecast objectives daily

2) reviews and accepts only properly completed work orders and history cards

3) Works in co-operation with Service Consultants

` 4) Logs and files work orders in numerical order on appropriate rack

5) Dispatches all work assignments to Retail Technicians

6) Monitors Technicians performance against estimated job hours required

7) Follows-up on all lost or unapplied time

8) Follows-up on all comebacks

9) Follows-up on all tie-up parts delays

10) Monitors and controls productivity levels

11) Advises Service Consultants when under or over capacity conditions existthroughout the day

Page 179: Dealership job descriptions1

Control Tower Operator (Continued) Page 2

12) Notifies Service Consultants immediately of any repair delays for customerfollow-up

13) Reviews each work order with Technicians when assigned and completed

14) Verifies and validates work orders for final processing

15) Analyses and recommends methods to maximize efficiencies throughout effectivetime management

16) Recaps each days performance against forecast

17) Respects appointment times and promised commitments

18) Directs repeat repairs to the Mechanic responsible for the original work usingrepeat repair form

19) Alerts Shop Foreman of repeat repairs

20) Ensures all straight time operations are time punched separately and authorizedaccordingly

21) Ensures that all Technicians have only one repair order at a time

22) Notifies Service Sales Rep of additional work required in order to keep shopcapacity

23) Relieves Time Keeper as required or in his/her absence

24) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany policy are strictly adhered to

25) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to delegate work allocations utilisingefficiencies for maximizing productivity and time effectiveness

Relationships with: Service Management and StaffBody Shop Management and StaffParts Management and Staff

______________________________________________________________________________

Page 180: Dealership job descriptions1

Control Tower Operator (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Technician experience helpful

3) Qualifications:

a) Expert knowledge of: Manufacturer warranties and policies

b) Working exposure to: Time and staff management

c) Specials skills and abilities: CommunicationAnalyticalPeople SkillsAttention to DetailBondablePatience

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)____________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 181: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Time Keeper

Department: Service Department

Division/Area: Control Tower

Reports To: Dispatcher

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To monitor and control the flat rate time of all Technicians.______________________________________________________________________________

(3) Major Duties:

1) records starting times for all Technicians

2) Punches individual tickets for start and completion of each job and stickers ticket to back or work order

3) Punches start and completion time of any job interruptions based on Techniciansadvise

4) Verifies and records the labour operation number and flat rate time for eachwarranty operation on all repair orders

5) Ensures all straight time operations are time punches separately and authorized byShop Manager

6) Ensures description of repairs for each warranty operation is recorded on back ofhard copy

7) Ensures Parts Department stamp is evident on hard copy as proof that allreplacement parts have been returned to stock room

8) Relieves Dispatcher when necessary

9) Summarizes all sold hours by each Technician at days end on individual time tickets

Page 182: Dealership job descriptions1

Time Keeper (Continued) Page 2

10) Totals all time tickets each Friday at days end

11) Distributes weekly total time ticket copies to Technicians and payroll cheque

12) Attends department meetings

13) Advises Service Manager of Technician absences

14) Ensures owner complaints have been authorized by the Shop Foreman beforepayment is made

15) Revises micro-feesh machine and keeps films clean

16) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany policy are strictly adhered to

17) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to monitor and control Technicians flat ratetime.

Relationships with: Service Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and Staff

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Knowledge of dealership operations helpful

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: General knowledge of parts and functioningof vehicles helpful

Page 183: Dealership job descriptions1

Time Keeper (Continued) Page 3

c) Specials skills and abilities: OrganizationalPeople SkillsAttention to DetailWork with minimum supervisionInitiativePatienceAnalyticalBondable

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 184: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Head Cashier

Department: Service Department

Division/Area: Reception Area

Reports To: Service Manager

Posts Supervised: Cashiers, Part-Time Cashiers______________________________________________________________________________

(2) Basic Function: Is responsible for ensuring all cashier and receptionfunctions are completed efficiently and effectivelythrough appropriate supervision.

______________________________________________________________________________

(3) Major Duties:

1) Co-ordinates staffing requirements for each day for appropriate job coverage

2) Assists in annual reviews of Cashier performance appraisals

3) Assists in training of Cashiers through direct supervision and meetings

4) Maintains knowledge of all Cashier functions and assists in their completion daily

5) Advises Cashiers of all information relevant to their job function

6) Revises data in service invoicing system using own password

7) Ensures own password is maintained on a confidential basis

8) Assists Cashiers with customers requiring special assistance

9) Ensures Cashier Office is kept clean and orderly at all times

10) Ensures company credit policies are followed

11) Ensures all necessary paperflow is maintained for maximum efficiency andaccuracy

Page 185: Dealership job descriptions1

Head Cashier (Continued) Page 2

12) Maintains responsibility for totalling cash daily

13) Cashes off at shifts end

14) Prepares and balances cash floats on a daily basis

15) Verifies quality and accuracy of all work orders

16) Verifies all functions on the work order are performed

17) Ensures correct rate is applied

18) Ensures warranties/retail pricing is correctly applied

19) Verifies all internal, retail and warranty charges for accuracy

20) Authorizes write-offs up to $125.00 for difficult customers in order to achievecustomer satisfaction

21) Reports when staff are ill or not present for work

22) Reports all Cash Office difficulties or problems to service management

23) Purges work order bucket weekly

24) Ensures all work orders are current

25) Pulls and questions all work orders in bucket longer than one week

26) Attends training/seminars as required

27) Attends department meetings as required

28) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany policy are strictly adhered to

29) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to organize staff functions to meet dailyoutput objectives. Is given access to computer through passwordand may write-off up to $125.00 per day.

Page 186: Dealership job descriptions1

Head Cashier (Continued) Page 3

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Previous Cashier and Accounting

3) Qualifications:

a) Expert knowledge of: English Language. Basic Math, Typing

b) Working exposure to: Computer helpful

c) Specials skills and abilities: BondableDetail OrientedStrong People SkillsPleasant PersonalityLeadershipInitiativeCommunicationWorks well under pressurePatienceTyping 50 w.p.m.

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Page 187: Dealership job descriptions1

Head Cashier (Continued) Page 4

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 188: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Service Cashier

Department: Service Department

Division/Area: Reception Area

Reports To: Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Responsible for providing prompt, courteous, friendly andefficient service to all customers to ensure customersatisfaction

______________________________________________________________________________

(3) Major Duties:

1) Verifies that each work order is signed by the Service Consultant for final close-out

2) Files all processed work orders by time and customer name

3) Records, sorts and codes all work orders by failure and account allocation, internal warranty and/or customer

4) Submits customer work order copy and files balance in appropriate location

5) Balances cash and all receipts against appropriate work orders

6) Prepares daily operating cost balance sheets

7) Uses computer when necessary to assist in fast customer pick-up of vehicles

8) Phones customers upon completion of their work orders to quote price

9) Maintains a clean, neat work area

10) Requests Car Jockey to delivery customer completed vehicles as required

11) Thanks customer for his/her patronage

Page 189: Dealership job descriptions1

Service Cashier (Continued) Page 2

12) Logs all outstanding work in progress at months end

13) Responds to customer enquiries

14) Verifies all customer charges have been totalled accurately with appropriate taxesapplied

15) Verifies each repair order is appropriately stickered for total flat rate time

16) Completes repair order total charges including all applicable taxes

17) Ensures float is always intact

18) Deposits cash, credit card receipts and cheques, sealed in envelope in ServiceDirector's office

19) Ensures cash register totals are completed and cash drawer is left empty and opened at days end

20) Files completed work orders appropriately and promptly

21) Checks all work order files for updated orders and processed regularly

22) Keeps customer bucket clear

23) Mails all yellow copies not received by customers

24) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

25) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority limits on verifying work order costs,calculating costs totals and applying all applicable taxes. Collectscustomer payment in cash, by cheque or credit card.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

Page 190: Dealership job descriptions1

Service Cashier (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Some bookkeeping experience helpful

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Credit card systems, computers

c) Specials skills and abilities: Basic MathTypingPeople SkillsBondableAttention to DetailPatienceCommunicationCongenial.

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform required______________________________________________________________________________

Page 191: Dealership job descriptions1

Service Cashier (Continued) Page 4

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 192: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Part-Time Cashier

Department: Service Department

Division/Area: Cash Office

Reports To: Head Cashier

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible to provide prompt, courteous, friendly andefficient service to all customers to ensure customer

satisfaction. Handles enquiries and customer complaintsaccording to established company procedures.

______________________________________________________________________________

(3) Major Duties:

1) Closes all repair orders promptly, utilized computerized inventory system

2) Verifies that each work order is signed by the Service Consultant for final close out

3) Files all processed work orders by time and customer name

4) Submits customer work order copy and files balance in appropriate location

5) Balances cash and all receipts against appropriate work order

6) Uses computer to assist in fast customer pick-up of vehicles

7) Phones customers upon completion of their work order to quote price whenrequired

8) Maintains a clean, neat work area

9) Requests Car Porters to deliver customer completed vehicles as required

10) Thanks customer for his/her patronage

11) Responds to customer enquiries

Page 193: Dealership job descriptions1

Part-Time Cashier (Continued) Page 2

12) Verifies all customer charges have been totalled accurately with appropriate taxesapplied

13) Verifies each work order is appropriate stickered for total flat rate time

14) Ensures float is always in tack

15) Keeps customer bucket clear

16) Attends department meetings as required

17) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

18) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to verify work order costs, calculate coststotals, collect customer payment by cash, cheque or credit card

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Some Bookkeeping helpful

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Credit Card Systems, Computers

Page 194: Dealership job descriptions1

Part-Time Cashier (Continued) Page 3

c) Specials skills and abilities: BondableBasic Math

TypingPeople SkillsAttention to DetailPatienceCommunicationPresentable AppearanceCongenial

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 195: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Service Sales Representative

Department: Service Department

Division/Area: Service Department

Reports To: Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To increase and develop sales within the ServiceDepartment to maintain a consistent capacity level within the shop while ensuring highest possible customer satisfaction levels

______________________________________________________________________________

(3) Major Duties:

1) Greets customers in a courteous and friendly manner

2) Walks vehicle and opens hood with customer present

3) Sells specials and computer generated recommended service as required

4) Advises customer regarding inspection

5) Sells customer on work required from inspection or makes appropriateappointments

6) Analyses and diagnosis problems relating to customer vehicles accurately

7) Determines promised time adding contingency to promise time to determinepick-up time

8) Advises customer honestly of appropriate pick-up-time

9) Notes both promised time and pick-up time on work order

10) Notes time estimates on work order, if different from average time

11) Determines method of payment

Page 196: Dealership job descriptions1

Service Sales Representative (Continued) Page 2

12) Completes work order write-up legibly

13) Road tests vehicles in order to diagnose difficult problems as required

14) Notifies customers if problems arise with pick-up time

15) Follows-up on all parts

16) Follows-up on all sublets

17) Keeps buy-offs current

18) Checks repairs orders prior to close-out

19) Road tests vehicles after completion if appropriate

20) Follows-up on all comebacks

21) Initiates comeback procedure with customers story

22) Attaches previous repair order to comeback repair order

23) Confirms repair action taken

24) Explains courteously to customer action taken

25) Apologizes for any inconvenience

26) Attends department meetings as required

27) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

28) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to sell service customers on additional workrequirements in order to maximize efficient customer vehiclefunctioning and increase shop capacity

Page 197: Dealership job descriptions1

Service Sales Representative (Continued) Page 2

Relationships with: Service Management and StaffBody Shop Management and StaffParts Management and StaffSales Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, Class "A" Licensed Mechanicor equivalency

2) Experience required: Valid drivers' license

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Retail direct sales helpful

c) Specials skills and abilities: People SkillsCourtesyBondableGood Personal AppearanceCongenialGood ListenerCommunicationAttention to DetailSafe Driving Record

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Page 198: Dealership job descriptions1

Service Sales Representative (Continued) Page 4

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 199: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Greeter

Department: Service Department

Division/Area: Drive-Thru

Reports To: Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To provide a friendly and courteous welcome greeting forall customers entering the service department, therebycontributing to customer satisfaction

______________________________________________________________________________

(3) Major Duties:

1) Greets all service customers immediately upon entering the Service Departmentconfirming their appointment

2) Heads up work order to save Service Consultants time

3) Hands each customer a copy of their service history and recommended service

4) Uses tri-com computers to inform all customers who do not have an appointment in order to create customer awareness of dealership's appointment system

5) Phones all appointment customers daily and confirms their appointment forfollowing day

6) Telephones all customers who did not keep appointments and reschedules ifpossible

7) Assists with filing as necessary

8) Assists in all enquiries in service drive-thru as required

9) Assists in Service Cashier Office during peak hours

10) Performs Night Cashier duties as required

Page 200: Dealership job descriptions1

Greeter (Continued) Page 2

11) Determines feasibility of completing any work not previously having anappointment

12) Ensures entrance to service drive is clean and free of ice and snow

13) Directs customers to appropriate parking areas

14) Assists in making reservations

15) Assists in removing vehicles from service drive when necessary

16) Attends department meetings as required

17) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

18) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to greet customers and verify reservationsassisting customers when and where necessary

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: N/A

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

Page 201: Dealership job descriptions1

Greeter (Continued) Page 3

c) Specials skills and abilities: CourteousPresentable AppearanceCommunicationCongenial PersonalityBondableContentiousPatiencePeople SkillsGood Listener

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 202: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Service Receptionist

Department: Service Department

Division/Area: Service Reception

Reports To: Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To answer all telephone enquiries in a friendly, courteousmanner, directing caller to appropriate receiver.

______________________________________________________________________________

(3) Major Duties:

1) Answers all enquiries promptly in a courteous manner

2) Distributes calls to appropriate person

3) Takes messages placing them in each recipients message slot

4) Directs customers to appropriate departments and/or personnel

5) Records all ins/outs of service staff and department managers

6) Acts as a general morale booster for the Service Department and staff

7) Checks all incoming vehicles and handles all enquiries regarding campaigncompletions

8) Controls all facets of campaign follow-up, including letters, zone reports,campaign transfer forms, etc.

9) Maintains a campaign file for quick and easy reference explanation of same

10) Supplies necessary V.I.N. numbers to main office in order that all outstandingcampaigns will show on each customer service history file

11) Ensures Service Consultants are informed of current campaign status

Page 203: Dealership job descriptions1

Service Receptionist (Continued) Page 2

12) Processes all data in functions for Service Cashiers for tri-com computer for quickand easy access

13) Assists in the preparation of work orders as required

14) Understands the function of Cashier relieving same as required

15) Performs Appointment Co-Ordinators duties as required during his/her absence

16) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

17) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to act as a company introductory liaison forthe general public.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Some typing, basic accounting

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Cashier experience helpful

Page 204: Dealership job descriptions1

Service Receptionist (Continued) Page 3

c) Specials skills and abilities: Good Telephone VoiceCommunicationPeople SkillsAttention to DetailBondablePleasant Personality

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 205: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Warranty Clerk

Department: Service Department

Division/Area: Administration

Reports To: Office Manager - directService Director - indirect

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Responsible for submitting, collecting and reconciling claims made to Manufacturer, claims include warranty, campaign, transit damage and pre-delivery inspection.

______________________________________________________________________________

(3) Major Duties:

1) Extends and completes P.D.I. repair orders daily, maintaining P.D.I. register ofserial numbers and time

2) Verifies all claims are accurately entered in repair orders by Service Consultants

3) Verifies repair orders have been accurately totalled for entry of claims onto D.C.S.

4) Prepares claims for submission, including proper authorization codes

5) Enters claims daily onto D.C.S.

6) Files repair order copies in the appropriate pending file

7) Determines and corrects rejected claims for resubmission

8) Follows-up every ten days and reclaims when necessary any claims over thirtydays old

9) Matches and balances manufacturers credit memos to file of outstanding claims

10) Files all paid repair orders and related documents after processing each creditmemo

Page 206: Dealership job descriptions1

Warranty Clerk (Continued) Page 2

11) Reports to Service Manager, any problems or out of line conditions

12) Reconciles and maintains warranty schedule

13) Maintains claims follow-up and records so that percentage of completion can bekept at a maximum

14) Types refund cheques for customer repairs covered under warranty

15) Enters credit memos into accounting systems

16) Obtains authorization on major or unusual repairs before submitting to factory

17) Notifies Service, Sales and Parts Departments regarding any discrepancies inwork orders or insufficient information

18) Obtains authorization from Service Manager prior to deducting time fromTechnicians for any reason and before reclaiming repeat repairs

19) Corrects and resubmits all claims rejected by factory due to error, etc.

20) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

21) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to submit and reconcile claims toManufacturer

Relationships with: Service Management and StaffBody Shop Management and StaffAdministration Management and StaffManufacturer

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: N/A

Page 207: Dealership job descriptions1

Warranty Clerk (Continued) Page 3

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: People SkillsTypingBasic MathCommunicationOrganizationalBondableAccuracyAttention to Detail

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 208: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Appointment Co-Ordinator

Department: Service Department

Division/Area: Drive-Thru

Reports To: Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Responsible for scheduling reservations in order to ensuremaximum utilization of Service shop capacity, whileensuring customer satisfaction is maintained.

____________________________________________________________________________

(3) Major Duties:

1) Handles all telephone calls requesting appointments

2) Assists in writing work orders when necessary

3) Logs all reservations

4) Recommends necessary maintenance/service to customers

5) Establishes appointment time and Service Consultants name and date for eachcustomer

6) Provides helpful information/advise on customer vehicle problems or complaints

7) Contacts customers who missed their appointments and reschedules as soon aspossible

8) Handles all walk-in customers wishing to book appointments

9) Handles all walk-in customer requesting information/advise

10) Handles all recall notices from Manufacturer notifying customer by telephone orletter

Page 209: Dealership job descriptions1

Appointment Co-Ordinator (Continued) Page 2

11) Notifies customers of special order parts setting new appointment time

12) Assists Service Consultants in selling additional required work when Consultantsare busy

13) Handles E.S.P. customers and maintains Dealership's fleet E.S.P. vehicles

14) Performs follow-up calls on all new vehicle customers every three months, sixmonths and nine months, regarding P.P.M. and E.S.P., rust proofing sales inorder to increase percentage of penetration

15) Calls all customers for their three month appointment made by Sales staff andexplain service requirements confirming appointment

16) Assists Service Receptionist on phones when required

17) Follows-up on all E.S.P. customers as required for quality

18) Attends service meetings when necessary

19) Monitors hours sold and hours available to sell throughout the day

20) Confirms with Dispatcher to verify available hours

21) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

22) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to make appointments, handling customerneeds and requirements.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

______________________________________________________________________________

Page 210: Dealership job descriptions1

Appointment Co-Ordinator (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: Previous service consultant experiencehelpful

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Automotive employment helpful

c) Specials skills and abilities: Attention to detailCommunicationInitiativePeople SkillsGood MannersPresentable AppearanceOrganizationAnalyticalBondable

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

Page 211: Dealership job descriptions1

Appointment Co-Ordinator (Continued) Page 4

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 212: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Vehicle Detail

Department: Service/Sales Department

Division/Area: P.D.I.

Reports To: P.D.I. Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for inspecting all new vehicles received fromfactory noting any damage prior to transport driver leavingpremises.

______________________________________________________________________________

(3) Major Duties:

1) Inspects each vehicle upon arrival from factory

2) Notes on bill of lading any and all damages or shortages which may be present

3) Applies correct transport damage codes according to Manufacturer's guidelines

4) Forwards bills of lading to P.D.I. Manager

5) Advises P.D.I. Manager of any damages or shortages disputed by transport carrierto ensure prompt resolution

6) Places stock number tag on each vehicle

7) Assists in movement of vehicles from P.D.I. area to showroom and visa versa

8) Inspects all stocked vehicles monthly for battery condition and remove battery forrecharging if necessary

9) Assists in organizaing interior and exterior sale showroom displays

10) Assists in washing and preparing of new vehicles if required

11) Attends department meetings as required

Page 213: Dealership job descriptions1

Vehicle Detail (Continued) Page 2

12) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

13) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to document all transport damages on newvehicles for claims purposes.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Good Driving Record

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: BondableInitiativeDetail OrientedGood Physical HealthAbility to operate standard and automatic

transmissions_____________________________________________________________________________

Page 214: Dealership job descriptions1

Vehicle Detail (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 215: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Used Vehicle Detail

Department: Service/Sales Department

Division/Area: Shop

Reports To: Service Manager - directlySales Department - indirectly

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for preparing the vehicle for final delivery tothe customer, ensuring the vehicle is spotlessly clean insideand out.

______________________________________________________________________________

(3) Major Duties:

1) Reports to Department Head for work order assignments

2) Cleans used and customer vehicles inside and out

3) Polishes and waxes vehicles as necessary or as instructed on work order

4) Maintains all clean-up areas including floors and benches, etc, in a clean and neatfashion daily

5) Reports all low inventory or shortages of clean-up products; i.e., soaps, waxes,towels. etc.

6) Maintains sold vehicle key board ensuring keys are in appropriate place in shop

7) Ensures all vehicles are locked at his/her shift's end

8) Ensures all equipment is returned to appropriate place after use

9) Ensures all equipment is in good working condition at all times

10) Reports all damaged or malfunctioning equipment to department head

Page 216: Dealership job descriptions1

Used Vehicle Detail (Continued) Page 2

11) Ensures no smoking, eating or listening to radio takes place in vehicles beingprepared

12) Ensures all chrome, tires, rocker sill moulding, ash trays and windows are clean

13) Attends department meetings as required

14) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

15) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to prepare all vehicles required for maximumcleanliness.

Relationships with: Sales Management and StaffBody Shop Management and Staff

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Valid Drivers' License

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: BondableAttention to Detail Good Driving RecordInitiativeCommunication

_____________________________________________________________________________

Page 217: Dealership job descriptions1

Used Vehicle Detail (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 218: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Shuttle Bus Driver

Department: Service Department

Division/Area: Service Department

Reports To: Assistant Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Responsible for following shuttle bus schedule to and fromassigned areas.

______________________________________________________________________________

(3) Major Duties:

1) Punches time clock at start and completion of each day and at lunch

2) Ensures van is full of gas and clean and prepared to travel

3) Collects customers from waiting area

4) Assists in daily bank deposits

5) Assists Service Consultants in parking vehicles

6) Drives safely and with expertise at all times

7) Maintains van in a roadworthy condition and notifies Assistant Service Managerwhen service/repairs are required

8) Maintains a courteous and friendly manner with all customers

9) Refrains from smoking or eating in van

10) Verifies shuttle bus riders are Dealerships customers

11) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

Page 219: Dealership job descriptions1

Shuttle Bus Driver (Continued) Page 2

12) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to transport service customers to and fromassigned areas. Assists in bank deposits.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: Safe driving record

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: InitiativeCommunicationPeople SkillsBondableCourtesy

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Page 220: Dealership job descriptions1

Shuttle Bus Driver (Continued) Page 3

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 221: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Car Porter

Department: Service Department

Division/Area: Service Department

Reports To: Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for delivering vehicles to designated locationin a prompt, efficient and courteous manner.

______________________________________________________________________________

(3) Major Duties:

1) Ensures vehicles are moved up in order to maintain a constant flow in servicedrive-thru

2) Removes vehicles from service reception to service work lot in a controlled andorderly fashion

3) Reports any visual damage to vehicles

4) Reports all damage done on company premises immediately

5) Assists customers in drive-thru when necessary

6) drives customers home when requested

7) Brings vehicles to service pick-up area as required by cashiers

8) Ensures keys are removed from vehicle and placed on appropriate rack

9) Assists Service Consultants when vehicles require lot parking

10) Ensures steering wheel, door handles and carpets are oil and/or grease free,clean and neat

11) Removes paper mats prior to customer delivery

Page 222: Dealership job descriptions1

Car Porter (Continued) Page 2

12) Ensures the paring of vehicles in lot are neat and orderly

13) Reports any grease or dirt on vehicle

14) Cleans and/or washes customer vehicles when requested

15) Thanks customers for their patronage

16) quality checks vehicles as per Dealership's current procedure between 1:00 p.m.and 3:00 p.m.

17) Ensures drive-thru area is clean at all times

18) Orders floor mats and seat covers as necessary

19) Assists in filing and keeping service counters clean of debris

20) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

21) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to handle customer vehicles with care andprudence.

Relationships with: Service Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Valid Drivers' license

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Parking lot experience preferable

Page 223: Dealership job descriptions1

Car Porter (Continued) Page 3

c) Specials skills and abilities: Safe Driving RecordCommunicationInitiativeBondableAttention to Detail Pleasant Personality

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 224: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Part-Time Car Porter

Department: Service Department

Division/Area: Service Department

Reports To: Assistant Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for delivering vehicles to designated locationin a prompt, efficient and courteous manner.

______________________________________________________________________________

(3) Major Duties:

1) Ensures vehicles are moved up in order to maintain a constant flow in servicedrive-thru

2) Removes vehicles from service reception to service work lot in a controlled andorderly fashion

3) Reports any visual damage of vehicles to Supervisor

4) Reports all damage done on company premises immediately to Supervisor

5) Assists customers in drive-thru when necessary

6) Drives customers home when requested

7) Brings vehicles to service pick-up area as required by cashiers

8) Ensures keys are removed from vehicle and placed on appropriate rack

9) Assists Service Consultants when vehicles require lot parking

10) Ensures steering wheel, door handles and carpets are oil and/or grease free,clean and neat

11) Removes paper mats prior to customer delivery

Page 225: Dealership job descriptions1

Part-Time Car Porter (Continued) Page 2

12) Ensures the parking of vehicles in lot are neat and orderly

13) Reports any grease or dirt on vehicles

14) Cleans and/or washes customer vehicles when requested

15) Thanks customers for their patronage

16) Quality checks vehicles as per Dealership's current procedure between 1:00 p.m.and 3:00 p.m. as required

17) Ensures drive-thru area is clean at all times

18) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

19) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to handle company and/or customer vehicleswith care and prudence.

Relationships with: Service Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Valid Drivers' license

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Parking lot experience preferable

c) Specials skills and abilities: BondableSafe Driving RecordCommunicationInitiativeAttention to Detail Pleasant Personality

Page 226: Dealership job descriptions1

Part-Time Car Porter (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 227: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Maintenance

Department: Service Department

Division/Area: Service

Reports To: Assistant Service Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for cleaning and maintaining customer trafficand service areas.

______________________________________________________________________________

(3) Major Duties:

1) Punches time clock at start and completion of each day and lunch

2) Maintains a clean, neat personal appearance

3) Inspects all common traffic areas within the service area

4) Cleans and maintains all required areas

5) Empties trash containers in cashiers and service areas each mid-day as required

6) Cleans service customer lounge area mid-morning and mid-afternoon whennecessary

7) Organizes reading material and pamphlets

8) Installs signage as required

9) Moves files, furniture, etc. from one location to another as required

10) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

21) Performs other related duties______________________________________________________________________________

Page 228: Dealership job descriptions1

Maintenance (Continued) Page 2

(4) Authority: Is given the authority to ensure Service Department is maintained to company standards..

Relationships with: Service Management and StaffGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: N/A

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: General Building Maintenance

c) Specials skills and abilities: BondableInitiativeWorks with minimal supervisionAttention to Detail

_____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Thursday(May be required to work overtime)

______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 229: Dealership job descriptions1

P. D. I.

Page 230: Dealership job descriptions1

P.D.I.

P.D.I. ManagerP.D.I. Co-OrdinatorP.D.I. TechnicianRust ProoferDetail ForemanDetail PersonVehicle Preparation Attendant

Page 231: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: P.D.I. Manager

Department: Service Department

Division/Area: P.D.I. Department

Reports To: Service Director - directlyService Manager - indirectly

Posts Supervised: P.D.I. Staff______________________________________________________________________________

(2) Basic Function: Responsible for the efficient organization of product andstaff within his/her department, ensuring all vehicles aredelivered in a clean, excellent, functioning condition.

______________________________________________________________________________

(3) Major Duties:

1) Receives work orders from Sales Department daily

2) Updates delivery schedule and enters into stock book as necessary

3) Verifies work orders and assigns to appropriate personnel

4) Communicates daily with Business Manager regarding vehicle scheduling whennecessary

5) Receives completed work order from staff for review

6) Works in conjunction with Sales Manager for special requirements; i.e., lodge orshowroom changes, etc. as required

7) Prepares Department of Transport safety certificates

8) Communicates with Fleet Manager regarding scheduling or fleet deliveries

9) Notifies Business office and New Vehicle Sales Manager of any schedules vehicles sent to Body shop

Page 232: Dealership job descriptions1

P.D.I. Manager (Continued) Page 2

10) Controls and supervises inventory materials using a mini/maxi system

11) Orders replacement materials when required

12) Prepares work orders for damages, malfunctions or vehicle imperfections for newvehicles

13) Monitors employee performance daily

14) Verifies and monitors record log for all new vehicle arrivals

15) Records 'commitment to excellence' on large board monthly

16) Meets with General Manager, General Sales Manager and Service Director toreview 'commitment to excellence' report monthly

17) Grooms a replacement

18) Trains and supervises staff reporting to him/her

19) Attends regular department head meetings

20) Performs annual reviews

21) Sorts work orders by delivery date, time and numerical order

22) Prepares aftermarket dealer installation purchase orders

23) Notifies appropriate installers

24) Orders all necessary parts as required

25) Assigns work orders to appropriate area

26) Ensures all ordered parts are received

27) Performs road tests with or without Technicians

28) Follows-up on all status of all repair orders

29) Inspects rust proofing as required

30) Inspects all completed vehicles

Page 233: Dealership job descriptions1

P.D.I. Manager (Continued) Page 3

31) Prepares daily competition report, one copy to Administration, one copy to Service Director and one copy for file

32) Returns all completed work order to Time Keeper

33) Knows, understands and applies municipal, provincial and federal legislation as itpertains to the dealership

34) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

35) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to supervise, direct and control his/herdepartment staff and equipment.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffSuppliers

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, Valid Drivers' license

2) Experience required: Previous management experience helpful

3) Qualifications:

a) Expert knowledge of: Basic knowledge of warranties

b) Working exposure to: Mechanic experience helpful, computers

Page 234: Dealership job descriptions1

P.D.I. Manager (Continued) Page 4

c) Specials skills and abilities: Personnel ManagementDiplomacyPeople SkillsFlexibleBondableCommunicationMechanically InclinedAttention to Detail

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5::00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 235: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: P.D.I. Co-Ordinator

Department: Service Department

Division/Area: P.D.I. Department

Reports To: P.D.I. Manager

Posts Supervised: P.D.I. Department Staff - indirectly______________________________________________________________________________

(2) Basic Function: Is responsible for receiving all new vehicles and maintaining inventory in an orderly, efficient manner.

______________________________________________________________________________

(3) Major Duties:

1) Receives and stocks in new vehicles from factory

2) Inspects all new vehicles arriving at dealership

3) Claims all transit damage on bills of lading

4) Claims all missing parts on bills of lading

5) Obtains drivers signature on bills of lading

6) Signs bills of lading

7) Parks vehicles in appropriate area

8) Enters all vehicle information in stock book

9) Assigns stock number to each vehicle

10) Tags all keys

11) Delivers vehicle packages to New Vehicle Secretary for processing

12) Places inventory keys on inventory board

Page 236: Dealership job descriptions1

P.D.I. Co-Ordinator (Continued) Page 2

13) Checks inventory for damage, neatness, theft by walking appropriate lot three times weekly

14) Expedites all transit damage repairs immediately

15) Order any/all parts required for damage claims

16) Orders any/all missing parts for claims

17) Notifies Sales Management of any transit damage

18) Follows-up on all repairs with appropriate departments

19) Assists P.D.I. Manager when necessary

20) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

19) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to receive and verify new vehicle arrivalsand maintain inventory in an efficient manner. May supervisedepartment staff as required

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffSuppliers

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: Previous dealership experience

3) Qualifications:

a) Expert knowledge of: Basic knowledge of warranties

Page 237: Dealership job descriptions1

P.D.I. Co-Ordinator (Continued) Page 3

b) Working exposure to: Computers

c) Specials skills and abilities: Good Driving RecordInitiativeAttention to DetailCommunicationPeople SkillsDiplomacyFlexibilityGood Physical ConditionBondable

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5::00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 238: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: P.D.I. Technician

Department: Service Department

Division/Area: P.D.I. Department

Reports To: P.D.I. Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To prepare customer vehicles for delivery, applyingworkmanship, quality of excellent standards while

exercisingeffective time management for maximum productivity.

______________________________________________________________________________

(3) Major Duties:

1) Reports to work area and obtains first work order

2) Accepts work only from P.D.I. Manager

3) Reviews work orders with P.D.I. Manager when completed

4) Road test every vehicle over variety of road surfaces

5) Exercises precaution to ensure cleanliness of vehicles; i.e., floor mats, fenderguards, seat covers, etc.

6) Submits hard copy of work order to Parts Department to obtain authorized parts

7) Notifies P.D.I. Manager of additional work requiring authorization and recordson hard copy or work order any additional work required

8) Notifies P.D.I. Manager of any parts problems; i.e., shortages, incorrect parts, etc.

9) Completes all assigned work

10) Returns each work order to P.D.I. Manager immediately upon job completion

11) Returns any incomplete work orders to P.D.I. Manager at day's end

Page 239: Dealership job descriptions1

P.D.I. Technician (Continued) Page 2

12) Follows Manufacturer's warranty policies and procedures on all warranty work

13) Reviews all Manufacturer's bulletins

14) Ensures all special tools/equipment is/are maintained in proper working order

15) Reports all damaged or malfunctioning special tools or equipment to P.D.I.Manager

16) Returns all special tools/equipment upon job completion or day's end

17) Maintains a clean, neat personal appearance

18) Sweeps and maintains a clean, neat workstation

19) Attends department meetings as required

20 Refrains from smoking or eating in company vehicles

21) drives company vehicles only on company business

22) Attends training programs/seminars as required

23) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

24) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to verify, prepare and/or repair vehiclesassigned and recommend work required for efficient and safevehicle functioning

Relationships with: Service Management and StaffParts Management and Staff

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Class "A" Licensed Motor VehicleMechanic

2) Experience required: Valid Drivers' license

Page 240: Dealership job descriptions1

P.D.I. Technician (Continued) Page 3

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Manufacturer's technology helpful

c) Specials skills and abilities: BondableCommunicationInitiativeAttention to Detail Good Physical Health

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 241: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Rust Proofer

Department: Service Department

Division/Area: P.D.I. Department

Reports To: P.D.I. Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for the efficient and effective rust proofing ofall vehicles assigned.

______________________________________________________________________________

(3) Major Duties:

1) Reports to department head for assignments and work orders

2) Rust inhibits all new, used and/or customer vehicles according to work orders

3) Assists in Service Department and other areas as required

4) Maintains and cleans all rust inhibitor equipment

5) Maintains clean and neat workstation

6) Ensures no smoking, eating or listening to radio takes place in vehicles

7) Returns all work orders upon completion of assignment or at days end

8) Reports all low inventory or shortages of rust inhibitors do department head

9) Reports any/all damage to vehicles caused by department

10) Parks vehicles in appropriate areas upon completion of required work

11) Returns vehicle keys with work order to department head

12) Maintains a good working relationship with other employees

Page 242: Dealership job descriptions1

Rust Proofer (Continued) Page 2

13) Attends department meetings as required

14) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

19) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to effective rust proof vehicles assigned.

Relationships with: Service Management and Staff_____________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid drivers' license

2) Experience required: all aspects of rust proofing

3) Qualifications:

a) Expert knowledge of: Rust proofing

b) Working exposure to: Mechanical knowledge helpful

c) Specials skills and abilities: Good DriverWorks with minimal supervisionBondableInitiativeAttention to Detail CommunicationGood Physical Condition

______________________________________________________________________________

Page 243: Dealership job descriptions1

Rust Proofer (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 244: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Detail Foreman

Department: Service Department

Division/Area: P.D.I.

Reports To: P.D.I. Manager

Posts Supervised: Detail Person______________________________________________________________________________

(2) Basic Function: Is responsible for supervising staff completing all vehicles for

final delivery, ensuring they are spotlessly clean inside andout in order to achieve maximum customer satisfaction.

______________________________________________________________________________

(3) Major Duties:

1) Reports to department head for work order assignments

2) Cleans new, used and customer vehicles inside and out

3) Polishes and waxes vehicles as necessary or as instructed on work order

4) Supervises/maintains all clean-up areas, including floors and benches, etc. in a clean neat, orderly fashion

5) Reports all low inventory or shortages of clean-up products; i.e., soaps, waxes,towels, etc.

6) Ensures main department door is secured and locked at his/her shift's end

7) Ensures all equipment is returned to appropriate place and stored and locked

8) Reports all damaged or malfunctioning equipment to department head

9) Reports all malfunctions or damages to vehicles to department head

10) Reports any fading, paint imperfections to P.D.I. Manager

Page 245: Dealership job descriptions1

Detail Foreman (Continued) Page 2

11) Ensures no smoking, eating or listening to radio takes place in vehicles beingprepared

12) Attends department meetings when necessary

13) Repairs minor paint imperfections when authorized

14) Maintains a good working relationship with other employees

15) Supervises all staff under his/her control to ensure maximum workmanship

16) Knows, understands and applies municipal, provincial and federal legislationas it pertains to the dealership

17) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

18) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to supervise staff and ensure all vehicles arecleaned to maximum standards.

Relationships with: Sales Management and StaffService Management and StaffParts Management and Staff

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: previous clean-up experience,Valid Drivers' license

3) Qualifications:

a) Expert knowledge of: Knowledge of all chemicals, fluids andclean-up materials

b) Working exposure to: Auto industry

Page 246: Dealership job descriptions1

Detail Foreman (Continued) Page 3

c) Specials skills and abilities: BondableGood Driving RecordCommunicationInitiativeAttention to Detail DiplomacyPeople SkillsPersonable

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 247: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Detail Person

Department: Service Department

Division/Area: P.D.I. Department

Reports To: Detail Foreman

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for preparing the vehicle for final delivery tothe customer ensuring the vehicle is spotlessly clean insideand out..

______________________________________________________________________________

(3) Major Duties:

1) Reports to Detail Foreman for work order assignments

2) Cleans new and customer vehicles inside and out

3) Hand polishes and waxes vehicles as necessary or as instructed on work order

4) Parks vehicles neatly and with care in delivery area

5) Maintains all clean-up areas including floors and benches, etc. in a clean and neatfashion daily

6) Reports all low inventory or shortages of clean-up products; i.e., soaps, waxestowels etc.

7) Ensures all vehicles are locked at his/her shift's end or at time of parking

8) Ensures all equipment is returned to appropriate place

9) Ensures all equipment is in good working order and condition

10) Reports all damaged or malfunctioning equipment to department head

11) Reports all malfunctioning and damages to vehicles to department head

Page 248: Dealership job descriptions1

Detail Person (Continued) Page 2

12) Reports any fading and paint imperfections to P.D.I. Manager

13) Ensures no smoking, eating or listening to radio takes place in vehicles being prepared

14) Attends department meetings when necessary

15) Maintains a good working relationship with other employees

16) Applies paint sealant and fabric protection as required

17) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

18) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to prepare all vehicles required for maximumcleanliness.

Relationships with: Service Management and StaffParts Management and Staff

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Valid Drivers' license

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: Attention to DetailPride of WorkmanshipFlexibleGood Driving RecordInitiativeCommunicationBondable

Page 249: Dealership job descriptions1

Detail Person (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 250: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Vehicle Preparation Attendant

Department: Service Department

Division/Area: P.D.I. Department

Reports To: P.D.I. Foreman

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for preparing of vehicles for final delivery tothe customer ensuring the vehicle is spotlessly clean insideand out.

______________________________________________________________________________

(3) Major Duties:

1) Report to Control Tower for work assignments

2) Cleans new and used vehicles inside and out

3) Polishes and waxes vehicles as necessary or as instructed on work order

4) Maintains vehicle parking areas in a clean, neat and orderly fashion

5) Maintains all clean-up areas including floors and benches, etc. in a clean andneat fashion daily

6) Reports low inventory or shortages of clean-up products; i.e. soaps, wax,towels,etc.

7) Maintains sold vehicle key board ensuring keys are in appropriate places

8) Ensures all vehicles are locked at his/her shift's end

9) Ensures all equipment is returned to appropriate place upon job completion

10) Reports all damaged or malfunctioning equipment to P.D.I. Foreman or ServiceManager

Page 251: Dealership job descriptions1

Vehicle Preparation Attendant (Continued) Page 2

11) Ensures no smoking, eating or listening to radio takes place in vehicles beingprepared

12) Attends department meetings when necessary

13) Maintains a good working relationship with other employees

14) Inspects vehicles after final clean-up for any missed damage or imperfections andreports to P.D.I. Manager

15) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

16) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to prepare all vehicles required for maximumcleanliness..

Relationships with: Sales Management and StaffService Management and StaffBody Shop Management and Staff

______________________________________________________________________________(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Valid Drivers' license

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: BondableGood Driving RecordCommunicationInitiativeAttention to Detail Good Physical HealthAbility to operate standard andautomatic transmissions

Page 252: Dealership job descriptions1

Vehicle Preparation Attendant (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 253: Dealership job descriptions1

BODY SHOP

Page 254: Dealership job descriptions1

BODY SHOP

Body Shop ManagerAssistant Body Shop ManagerShop ForemanBody Shop TechnicianBody Shop Technician ApprenticeEstimatorPaint PreperPaint TechnicianBody Shop ClerkDetail PersonLot Attendant

Page 255: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Body Shop Manager

Department: Body Shop Department

Division/Area: Body Shop

Reports To: Service Director

Posts Supervised: Assistant Body Shop Manager,Body Shop Foreman

______________________________________________________________________________

(2) Basic Function: To plan, organize, direct and control the effectivemanagement of the department to achieve predeterminedcorporate sales objectives while maximizing profitability.

______________________________________________________________________________

(3) Major Duties:

1) Ensures and verifies productions schedules are current

2) Supervises the ordering of parts and materials

3) Ensures appropriate inventory levels are maintained

4) Ensures the production schedule is realistic and achievable

5) Reviews daily production schedule with Assistant Body Shop Manager and ShopForeman

6) Monitors daily, the payment of time tickets upon completion of each job

7) Performs appraisals, estimates and pricing of body work (collision and rust damage)

8) Establishes production objectives

9) Reviews all estimates prepared by staff

10) Recruits, hires, trains and terminates employees

11) Performs exit interviews

Page 256: Dealership job descriptions1

Body Shop Manager (Continued) Page 2

12) Develops and implements systems and procedures for efficient work productionby department

13) Authorizes large purchase order requisitions

14) Develops consumer promotion and advertising concepts

15) Develops employee incentive programs

16) Handles and solves difficult customer complaints

17) Performs annual reviews

18) Trains and develops a replacement

19) Reviews and monitors vacation schedules

20) Develops systems for increased shop and/or department capacity for increased cost efficiencies and productivity (cost per unit reductions for reduced unabsorbedoverhead)

21) Monitors sales in units and in dollars monthly

22) Supervises and monitors expenses by department

23) Assists and supervises departmental forecast monthly, quarterly, semi--annual andannual in units and dollars and versus prior year

24) Attends department head meetings

25) Attends training seminars when necessary

26) Analyses competition for pricing and promotional activity

27) Ensures all promised delivery dates are met

28) Inspects all vehicles prior to delivery

29) Follows-up on all additions to assure payment

30) Ensures all major parts have arrived weekly

31) Knows, understands and applies municipal, provincial and federal legislation as itpertains to the dealership

Page 257: Dealership job descriptions1

Body Shop Manager (Continued) Page 3

32) Ensures all G.M. warranty work is completed to specification

33) Attends all required meetings/functions

34) Ensures each vehicle had appropriate work order and authorization

35) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

36) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to maximize efficiencies within the department while achieving optimum sales, customer satisfactionand remaining within predetermined budgetary guidelines.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffInsurance InstitutionsSuppliersAppraisersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license

2) Experience required: previous body shop.automotive managementexperience

3) Qualifications:

a) Expert knowledge of: Collision and uni-body construction

b) Working exposure to: Paint systems, production

Page 258: Dealership job descriptions1

Body Shop Manager (Continued) Page 4

c) Specials skills and abilities: People SkillsOrganizationAttention to DetailBondableGood ListenerAnalyticalTenacityInitiativeCommunicationSales Oriented

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Thursday8:00 a. m. - 5:00 p.m. Friday

(May be required to work overtime)

______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 259: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Assistant Body Shop Manager

Department: Body Shop Department

Division/Area: Body Shop

Reports To: Body Shop Manager

Posts Supervised: Paint and Body Departmental Staff______________________________________________________________________________

(2) Basic Function: To assists in the basic and efficient organization and running of the department through the supervision of staff in order to achieve department and corporate objectives.

______________________________________________________________________________

(3) Major Duties:

1) Meets with each employee assigning work at commencement of each day

2) Revises production schedule throughout the day with new work orders as required

3) Orders all necessary parts/materials to maintain appropriate inventory levels

4) Records all ordered parts on work orders

5) Reviews daily production schedule with Shop Foreman

6) Pays appropriate time tickets upon job completion

7) Verifies all inventory (units in dollars) at month's end on inventory sheet

8) Prices all warranty work

9) Appraises and estimates collision and rust damage

10) Prepares estimates using Mitchell Manuals

11) Records production daily on shop production board

12) Prepares production schedule at days end for forthcoming day

Page 260: Dealership job descriptions1

Assistant Body Shop Manager (Continued) Page 2

13) Greets customers and handles complaints

14) Determines work schedule and any necessary overtime

15) Prepares and maintains vacation schedules

16) Assists in estimating follow-ups

17) Monitors the performance and attitude of his/her staff

18) Assists in interviewing, hiring, supervising and training staff

19) Ensures superior quality standards are maintained on a consistent basis

20) Monitors and controls the cleanliness of the department

21) Develops and maintains appropriate equipment

22) Co-ordinates all outside sublet work

23) Verifies all prices are matched with estimates

24) Logs and books all appointments

25) Unlocks and opens shop for business each day

26) Verifies all purchases and matches with purchase orders

27) Delivers all vehicles, handling payment, etc.

28) Maintains and controls all cash/credit receipts

29) Prepares all month end closings

30) Deals with insurance companies

31) Verifies all required parts are available prior to commencing job

32) Performs annual reviews

33) Arranges for vehicle pick-up from competitive body shops as necessary

34) ensures all promised dates are met

Page 261: Dealership job descriptions1

Assistant Body Shop Manager (Continued) Page 3

35) Attends training/seminars when required

36) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

37) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to develop and supervise the staff underhis/her jurisdiction in order to achieve department objectives whileremaining within appropriate budgetary constraints.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffSuppliersInsurance CompaniesAppraisersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license,Licensed Body/Paint I-Car programshelpful

2) Experience required: previous dealership experience

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: personnel management, systems andproduction

Page 262: Dealership job descriptions1

Assistant Body Shop Manager (Continued) Page 4

c) Specials skills and abilities: People SkillsOrganizationCommunicationInitiativeAmbitionSelf MotivatorAttention to DetailBondable

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Thursday8:00 a.m. - 5:00 p.m. Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 263: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Shop Foreman

Department: Body Shop Department

Division/Area: Body Shop

Reports To: Assistant Body Shop Manager

Posts Supervised: Paint and Body Shop Department Staff______________________________________________________________________________

(2) Basic Function: To assist in the basic and efficient organization and runningof the department through supervision of staff in order toachieve department and corporate objectives. Performs allestimating functions.

______________________________________________________________________________

(3) Major Duties:

1) Meets with each employee, assigning work at commencement of each day

2) Revises production schedule throughout the day with new work orders as required

3) Orders all necessary parts/materials to maintain appropriate inventory levels

4) Issues a work order for each and every vehicle

5) Prices warranty work

6) Appraises and estimates collision and rust damage

7) Prepares estimates using Mitchell Manuals

8) Monitors production daily on shop production board

9) Greets customers in a friendly, courteous manner

10) Determines work schedule and any necessary overtime

11) Ensures all keys are removed from vehicles and are properly secured at days end

Page 264: Dealership job descriptions1

Shop Foreman (Continued) Page 2

12) Monitors the performance and attitude of his/her staff

13) Assists in interviewing, hiring, supervising and straining staff

14) Ensures superior quality control standards are maintained on a consistent basis

15) Monitors and controls the cleanliness of the department

16) Develops and maintains appropriate equipment

17) Co-ordinates all outside sublet work

18) Unlocks and opens shop for business each day

19) Delivers and inspects vehicles when required

20) Delivers and inspects vehicles when required

21) Performs frequent job spot checks visually throughout the day

22) Co-ordinates all jobs between Paint and Body shop

23) Performs annual reviews

24) Attends trianing/seminars as required

25) Wears safety protective gear as required

26) Knows, understands and applies municipal, provincial and federal legislation as itpertains to the dealership

27) Ensures all safety policy and procedures in accordance with IAPA, WHIMS ancompany are strictly adhered to

28) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to deal with all insurance appraisers withoutauthorizing any discounts..

Page 265: Dealership job descriptions1

Shop Foreman (Continued) Page 3

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffInsurance CompaniesSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license,Licensed Body/Paint I-Car programshelpful

2) Experience required: Body Shop Experience

3) Qualifications:

a) Expert knowledge of: Estimating

b) Working exposure to: N/A

c) Specials skills and abilities: People SkillsCommunicationOrganizationInitiativeAmbitionSelf MotivationBondableAttention to Detail

______________________________________________________________________________

Page 266: Dealership job descriptions1

Shop Foreman (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Thursday8:00 a.m. - 5:00 p.m. Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 267: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Body Shop Technician

Department: Body Shop Department

Division/Area: Body Shop Department

Reports To: Body Shop Foreman

Posts Supervised: Body Shop Apprentices - indirectly______________________________________________________________________________

(2) Basic Function: To repair customer vehicles applying workmanship, qualityof excellent standards while exercising effective timeutilization for maximum productivity.

____________________________________________________________________________

(3) Major Duties:

1) Punches time card at start of each day only when in uniform. Punches at lunchand day's end

2) Reports to supervisor to obtain designated daily work

3) Collects vehicle and delivers to work area

4) Reviews work order notifying supervisor of any hidden damages

5) Performs all work order repairs

6) Collects required parts and verifies against appropriate work order

7) Ensures all parts installation and repairs are completed to manufacturer'sspecifications

8) Inspects all repairs, bolts on parts and alignment panels upon completion

9) Signs completion reports

10) Ensures work order number is recorded on body sheet

11) Cleans work stall and removes all unusable parts daily

Page 268: Dealership job descriptions1

Body Shop Technician (Continued) Page 2

12) Reports to supervisor for next assignment

13) Reports any/all damages or malfunctioning equipment or special tools/equipment to supervisor

14) Returns all special tools/equipment upon job completion or at days end

15) Ensures repairs consistently meet or surpass industry standards

16) Maintains clean personal appearance

17) Attends all required department meetings

18) Recoils all air lines, hoses, wires etc.

19) Supplies own tools

20) Wears safety protective gear as required

21) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

22) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to assess and repair customer vehiclesrequiring body work as determined on the work order.

Relationships with: Service Management and StaffBody Shop Management and StaffParts Management and StaffAppraisersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license,current body repair license

2) Experience required: Minimum five years collision repair shop

Page 269: Dealership job descriptions1

Body Shop Technician (Continued) Page 3

3) Qualifications:

a) Expert knowledge of: Uni-body repair equipment certificate

b) Working exposure to: N/A

c) Specials skills and abilities: Safe Driving RecordAttention to DetailInitiativeCommunicationBondableAnalytical

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 270: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Body Shop Technician Apprentice

Department: Body Shop Department

Division/Area: Body Shop

Reports To: Body Shop Foreman - directlyBody Shop Technician - indirectly

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To repair customer vehicles under the supervision of aqualified Body Shop Technician applying workmanship,quality of excellent standards while exercising effective time utilization for maximum productivity.

______________________________________________________________________________

(3) Major Duties:

1) Punches time card at start of each day only when in uniform. Punches at lunch and day's end

2) Reports to supervisor to obtain designated daily work

3) Collects vehicle and delivers to work area

4) Reviews work order with Body shop Technician for appropriate repairs

5) Performs repair as instructed by Technician or Body Shop Foreman

6) Collects required parts and verifies against appropriate work order

7) Ensures all parts installation and repairs are completed to manufacturer'sspecifications

8) Inspects all repairs, bolts on parts and alignment panels upon completion

9) Presents completion reports to Body Shop Technician or Shop Foreman forcompleted work inspection

Page 271: Dealership job descriptions1

Body Shop Technician Apprentice (Continued) Page 2

10) Ensures work order numbers recorded on body sheet

11) Cleans workstall and removes all unusable parts daily

12) Reports to Supervisor for next assignment

13) Reports any/all damaged or malfunctioning equipment or special tools/equipmentto Supervisor

14) Returns all special tools/equipmetn upon job completion or at days end

15) Ensures repair consistently meet or surpass industry standards

16) Maintains a clean, neat personal appearance

17) Attends all required department meetings

18) Recoils all air lines, hoses, wires, etc.

19) Supplies own tools

20) Wears safety protective gear as required

21) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

22) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to repair vehicles under the supervision of aqualified Body Shop Technician.

Relationships with: Service Management and StaffParts Management and StaffBody Shop Management and StaffAppraisersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license

2) Experience required: Minimum two year collision repair shop

Page 272: Dealership job descriptions1

Body Shop Technician Apprentice (Continued) Page 3

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: BondableAttention to DetailSafe Driving RecordInitiativeCommunicationAnalytical

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 273: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Estimator

Department: Body Shop Department

Division/Area: Appraisal Area

Reports To: Body Shop Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible for the maximization of sales through accurate detailed repair estimate preparation and good customer relations.

______________________________________________________________________________

(3) Major Duties:

1) Greets customers in a friendly and professional manner

2) Prepares repair estimates accurately and efficiently

3) Provides customer with explanation of repairs required

4) Receives work authorization from insurance companies and customer beforestarting work

5) Orders parts required as per estimate

6) Prepares repair orders with customer authorization signature to proceed

7) Negotiates with insurance representatives and appraisers to establish an agreedupon compensation for repairs

8) Assists customer with warranty related problems requiring Manufacturer warrantycoverage

9) Follows-up on all work in progress as required

10) Follows appropriate rack rotation of jobs according to Control Tower Operatorsdesignation

Page 274: Dealership job descriptions1

Estimator (Continued) Page 2

11) Completes follow-up calls on previously written estimates for increased sales

12) Ensures completion of job he/she estimates

13) Ensures repairs have been completed in accordance to repair work order andquality inspects each vehicle

14) Reviews completed work with customer at time of pick-up

15) Attends training/seminars as required

16) Attends department meetings as required

17) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

18) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to prepare all estimates for customers and toaccurately reflect the expensive expense repair completion. Mayrefuse release of vehicle if quality of repair is substandard.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffParts Management and StaffBody Shop Management and StaffAdministration Management and StaffCustomersSuppliersInsurance CompaniesGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Body Shop repair or Estimating

3) Qualifications:

a) Expert knowledge of: Current Vehicle Repair procedures

Page 275: Dealership job descriptions1

Estimator (Continued) Page 3

b) Working exposure to: Body Shop Environments

c) Specials skills and abilities: BondableWorks well under pressureCommunicationPatienceBasic MathAnalyticalAttention to DetailPeople Skills

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 7:30 a.m. - 7:00 p.m. Monday - Thursday7:30 a.m. - 6:00 p.m. Friday

Hours worked on a rotation basis

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 276: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Paint Preper

Department: Body Shop Department

Division/Area: Paint Shop

Reports To: Body Shop Foreman

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To prepare the vehicle for painting and ensure the efficientuse of time and materials to achieve maximum qualityworkmanship and cost efficiency.

______________________________________________________________________________

(3) Major Duties:

1) Punches time card at start of each day only when in uniform. Punches at lunch and day's end

2) Reports to Supervisor to obtain designated daily work

3) Moves vehicle to preparation area

4) Performs a dewax of area to be repaired

5) Removes appropriate emblems

6) Masks outline of repair area

7) Finishes body repair area

8) Primes and putties repair area

9) Hand sands with appropriate finishing papers

10) Removes vehicle from stall

11) Cleans stall

Page 277: Dealership job descriptions1

Paint Preper (Continued) Page 2

12) Reports to Supervisor for next assignment

13) Records work order number on appropriate form upon each job completion

14) Maintains workstation in a clean and neat fashion

15) Spot paints as required

16) Wears dust and particle mask when required

17) Returns work orders to Supervisor upon job completion or days end

18) Removes all masking paper and tape after painting

19) Assists Paint Technician in final preparation for painting

20) Removes all/any overspray

21) Maintains and oils all tools as necessary

22) Recoils all hoses, wires etc.

23) Wears safety protective gear as required

24) Notifies the Detain Person when vehicle is completed

25) Delivers vehicle to clean-up area

26) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

27) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to prepare/finish vehicles as required.

Relationships with: Body Shop Management and Staff______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license

2) Experience required: Previous paint preparation required

Page 278: Dealership job descriptions1

Paint Preper (Continued) Page 3

3) Qualifications:

a) Expert knowledge of: Paint preparation

b) Working exposure to: vehicle refinishing

c) Specials skills and abilities: Safe Driving RecordAttention to DetailInitiativeCommunicationBondable

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 279: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Paint Technician

Department: Body Shop Department

Division/Area: Paint Shop

Reports To: Body Shop Foreman

Posts Supervised: Paint Prepers - indirectly______________________________________________________________________________

(2) Basic Function: To restore the required vehicle body area to match theoriginal paint finish while maximizing efficient use of timeand materials to achieve quality excellence in workmanshipat the most economic cost.

______________________________________________________________________________

(3) Major Duties:

1) Punches time card at start of each day only when in uniform. Punches at lunch and day's end

2) Reports to Supervisor to obtain designated daily work

3) Brings vehicle to paint area

4) Verifies all masking and preparation area is properly prepared

5) Dewaxes prepared area

6) Mixes paint and verifies a perfect match

7) Determines area to be sprayed, blending when and where necessary

8) Sprays required area

9) Bakes for required time period

10) Records work order number of completed job

11) Reports to Supervisor for next assignment

Page 280: Dealership job descriptions1

Paint Technician (Continued) Page 2

12) Maintains area in a safe, clean and neat appearance

13) Ensures all flammable materials are returned to designated areas

14) Maintains a clean and neat personal appearance

15) Refrains from smoking in paint/flammable material areas

16) Maintains safety equipment in good functional order

17) Reports any malfunction/damage of equipment or tools

18) Wears appropriate respiratory apparatus when required

19) Polishes paint finishes as required

20) Returns all work order to Supervisor at day's end or upon job completion

21) Installs protective covers when required

22) Cleans any/all overspray on vehicles

23) Maintains spray booths at factory specifications

24) Maintains spray booths to optimum cleanliness standards

25) Updates paint production board after each job completed

26) Maintains clean spray guns in order to achieve maximum efficiency

27) Attends all Manufacturer's training seminars when required

28) Reviews all Paint/related bulletins on a regular basis

29) Acknowledges types of paints, ensuring appropriate applications

30) Wears safety protective gear as required

31) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

32) Performs other related duties________________________________________________________________________

Page 281: Dealership job descriptions1

Paint Technician (Continued) Page 3

(4) Authority: Is given the authority to restore the customers vehicle paint finish to original quality while exercising superior workmanship standards.

Relationships with: Body Shop Management and Staff______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license

2) Experience required: Minimum five years vehicle painterexperience

3) Qualifications:

a) Expert knowledge of: Colour matching and application, aware of all body shop warranties (comebacks)

b) Working exposure to: Understanding of paint chemistry,application, previous preparation experience

c) Specials skills and abilities: Attention to DetailOrganizationalInitiativeCommunicationBondable

______________________________________________________________________________

Page 282: Dealership job descriptions1

Paint Technician (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 283: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Body Shop Clerk

Department: Body Shop Department

Division/Area: Body Shop

Reports To: Assistant Body Shop Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To greet customers, obtaining work requirements andpayment in an efficient and courteous fashion, by acting as a corporate ambassador..

______________________________________________________________________________

(3) Major Duties:

1) Punches time card at start and completion of each day and lunch hour

2) Reports at 8:00 a.m. sharp to desk area for work commencement

3) Retrieves appropriate work orders and obtains customer signature on same

4) Directs customer to daily rental or shuttle bus

5) Closes work orders assuring all details are complete; i.e., labour costs, reconcilingparts invoiced to work order

6) Files hard and soft copies daily

7) Delivers all soft copies to administration department

8) Books appointments with the co-ordination of the Assistant Body Shop Manager

9) Notifies customers of any additions or delays

10) Collects cash and reconciles with appropriate work order

11) Ensures all appropriate forms are signed by customers at time of release of vehicle

Page 284: Dealership job descriptions1

Body Shop Clerk (Continued) Page 2

12) Invoices insurance companies

13) Maintains workstation in a clean and orderly appearance

14) Determines inventory code is on all invoices

15) Stamps and files invoices in appropriate administration office

16) Handles all telephone enquiries promptly and courteously

17) Performs all photocopying

18) Maintains ledgers on a daily basis

19) Performs typing as required

20) Receipts all monies daily; i.e., cash, cheques, charge slips

21) Completes daily operating cost form, ensuring all monies balance

22) Delivers personally daily operating cost form and monies to Office Manager by10:00 a.m. each day

23) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

24) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to handle cash and deal with customerrequirements.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffParts Management and StaffBody Shop Management and StaffAdministration Management and StaffSuppliersGeneral Public

______________________________________________________________________________

Page 285: Dealership job descriptions1

Body Shop Clerk (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license

2) Experience required: Previous bank teller or related experiencehelpful

3) Qualifications:

a) Expert knowledge of: Customer relations

b) Working exposure to: Auto technical knowledge helpful

c) Specials skills and abilities: People SkillsCommunicationOrganizationBondableInitiativeAttention to DetailPunctuality

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Thursday8:00 a.m. - 5:00 p.m. Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 286: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Detail Person

Department: Body Shop Department

Division/Area: Clean-Up Area

Reports To: Body Shop Foreman

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To inspect paint finish and ensure that vehicles are properlyprepared for delivery to appropriate areas.

______________________________________________________________________________

(3) Major Duties:

1) Punches time card at start of each day only when in uniform. Punches at lunch and days end.

2) Reports to Supervisor to obtain designated daily work

3) Moves vehicles to appropriate areas for body work or clean-up

4) Reports to clean-up station

5) Inspects paint for completion

6) Removes masking paper from vehicles not requiring re-painting

7) Vacuums interior

8) Washes ash trays

9) cleans all interior and windows

10) Cleans exterior glass

11) Checks work order for moulding and stripes

12) Cleans tires and white walls

Page 287: Dealership job descriptions1

Detail Person (Continued) Page 2

13) Replaces emblems and badges

14) Signs inspection sheet

15) Places vehicle in designated areas

16) Returns key to keyboard

17) Maintains detail area in clean, neat appearance

18) Checks in all ordered parts

19) Matches all received parts to appropriate work orders

20) Distributes parts to Body Technicians

21) Ensures all parts to be returned are delivered to Parts Department

22) Ensures all appropriate credits for returned parts are received

23) Assists Body Shop staff as required

24) Wear safety protective gear as required

25) Attends department meetings when required

26) Returns work orders to Supervisor at days end or job completion

27) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

28) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to inspect completed jobs prior to deliveringvehicles to appropriate area. Handles incoming parts and returns.

Relationships with: Body Shop Management and StaffParts Management and StaffGeneral Public

______________________________________________________________________________

Page 288: Dealership job descriptions1

Detail Person (Continued) Page 3

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license

2) Experience required: N/A

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Mechanical and Technical backgroundhelpful

c) Specials skills and abilities: BondableSafe Driving RecordAttention to DetailInitiativeCommunication

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Thursday8:00 a.m. - 5:00 p.m. Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 289: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Lot Attendant

Department: Body Shop Department

Division/Area: Body Shop Lot

Reports To: Body Shop Foreman

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: To maintain Body Shop lot in a clean, neat and orderlyappearance at all times.

_____________________________________________________________________________

(3) Major Duties:

1) Punches time card at commencement of each day only when in uniform. Punchesat lunch and day's end

2) Reports to Supervisor to obtain designated daily work

3) Removes vehicles to appropriate areas for body work or clean-up

4) Reports to clean-up station

5) Inspects paint for completion

6) Removes masking paper from vehicles not requiring re-painting

7) Vacuums interior

8) Washes ash trays

9) Cleans all interior and windows

10) Cleans exterior glass

11) Cleans all exteriors

12) Checks work order for moulding and stripes

Page 290: Dealership job descriptions1

Lot Attendant (Continued) Page 2

13) Cleans tires and white walls

14) Replaces emblems and badges

15) Signs inspection sheet

16) Places vehicle in customer pick-up

17) Returns key to keyboard

18) Maintains detail area in clean, neat appearance

19) Attends department meetings when required

20) Maintains lot in a clean, neat presentable appearance

21) Sweeps shop floor at each day's end

22) Maintains vehicles in appropriate designated areas

23) Drives customers home when required

24) Ensures entrances are cleaned and free of ice and snow

25) Assists in the handling parts as required

26) Maintains keyboard accurately

27) Reports all lot damage to Supervisor

28) Reports any malfunctions of vehicles to Supervisor

29) Checks completed vehicles to ensure proper functioning of headlights, high and low beams, work directional signals, break lights, wipers and seats

30) Inserts plastic seat covers and floor mats upon customer arrival

31) Wears safety protective gear as required

32) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

33) Performs other related duties______________________________________________________________________________

Page 291: Dealership job descriptions1

Lot Attendant (Continued) Page 3

(4) Authority: Is given the authority to maintain Body shop car lot in a clean andpresentable appearance.

Relationships with: Sales Management and StaffBody Shop Management and StaffGeneral Public

______________________________________________________________________________(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license

2) Experience required: Safe Driving Record

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/A

c) Specials skills and abilities: Good DriverAttention to DetailInitiativeCommunicationBondable

______________________________________________________________________________(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday(May be required to work overtime)Uniform Required

______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 292: Dealership job descriptions1

PARTS

Page 293: Dealership job descriptions1

PARTS

Parts ManagerAssistant Parts ManagerTechnician CounterFront Counter PersonParts ClerkShipper/ReceiverParts Department Driver

Page 294: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Parts Manager

Department: Parts Department

Division/Area: Departmental

Reports To: Service Director

Posts Supervised: Parts Department Staff______________________________________________________________________________

(2) Basic Function: To maximize profits through efficient use of staff, space,equipment and inventory control while remaining withinestablished budgetary guidelines.

__________________________________________________________________________

(3) Major Duties:

1) Selects, trains and supervises departmental staff

2) Determines nature and extent of dealership's parts and accessory market

3) Prepares monthly parts and accessory internal sales objectives

4) Determines and assigns team and individual sales goals

5) Develops promotion and point of sale aids

6) Supervises and approves purchase and stock orders

7) Supervises and approves purchase and stock orders

8) Conducts market surveys through internal/external sources and othermanufacturer's dealers

9) Verifies and approves regular pay time cards and overtime

10) Verifies inventory receipts registered to parts invoices daily

11) Conducts departmental walk daily

Page 295: Dealership job descriptions1

Parts Manager (Continued) Page 2

12) Recommends employee promotions and training courses

13) conducts employee annual reviews

14) Monitors and reports on obsolescence, inventory trends, zero stock, zero balanceguide, special order parts and weekly sales.

15) Designs employee work schedules on a regular basis

16) Determines and implements customer department policies and procedures

l7) Maintains current accessible storage of parts information bulletin and statement

18) Evaluates sales invoices, write-up repair orders and pricing policies

19) Determines department expense budget

20) Approves all requisitions for materials and expenses not resold on repair order orsales orders

21) Develops and administers parts department policies and procedures for inventorycontrol and pricing

22) Supervises maintenance of parts department facilities, equipment and vehicles

23) Conducts regular monthly meetings

24) Monitors all delegated functions

25) Attends regular department head meetings

26) Identifies new areas for growth development for maximization of efficient workflow and expense controls

27) Ensures all staff arrive punctually

28) Ensures daily parts ordered has arrived

29) Ensures all computer equipment is functional

30) Co-ordinates campaign parts and recall with service department

31) Knows, understands and applies municipal, provincial and federal legislation as itpertains to the dealership

Page 296: Dealership job descriptions1

Parts Manager (Continued) Page 3

32) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

33) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to maintain & purchase the necessary parts tomaximize departmental efficiencies cost effectively, control ofdetermining budgets, hiring & terminating employees is extended.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffWholesalersSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, Post-Secondary helpful

2) Experience required: Manufacturer's parts department

3) Qualifications:

a) Expert knowledge of: Manufacturer's parts policies & procedures, competitive activity, accounting,computers

b) Working exposure to: Budgeting, cost accounting, forecasting,parts sales training

c) Specials skills and abilities: Personnel ManagementCommunicationOrganizationSalesInventory SystemsBondablePatienceDiplomacy

Attention to Detail

Page 297: Dealership job descriptions1

Parts Manager (Continued) Page 4

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 298: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Assistant Parts Manager

Department: Parts Department

Division/Area: Departmental

Reports To: parts Manager

Posts Supervised: Counterman, Shipper/Receiver, Driver, Clerk______________________________________________________________________________

(2) Basic Function: To assist Parts Manager and supervise the efficient workflow within the department. Administers policies andprocedures. May authorize purchase requisitions to amaximum of $2,500.00.

_____________________________________________________________________________

(3) Major Duties:

1) Circulates throughout work station to supervise all appropriate policies and ensureprocedures are maintained

2) Supervises employee work schedules and training programs

3) Reviews and understands parts price changes availability and frequency of demand

4) Controls obsolete inventory to gain factory rebates

5) Supervises weekly stock orders from Manufacturer

6) Co-ordinates all special order parts for tie-up daily with Service Consultants

7) Verifies staff complement and substitutes when necessary or when short staffed

8) Verifies delivery sheets are properly completed and signed daily

9) Monitors delivery sheets for driver pick-up and delivery

10) Supervises cash receipts at day's end

11) Supervises daily orders on D.C.S.

Page 299: Dealership job descriptions1

Assistant Parts Manager (Continued) Page 2

12) Prepares month end sales trends and inventory investment trend reports

13) Completes Manufacturer's 'P83' reports for parts errors

14) Prepares stock orders as necessary

15) Prepares forecasting of inventory requirements

16) Assists in selection, training and supervision of departmental staff

17) Ensures appropriate maintenance of departmental facilities, equipment and vehicles

18) Assists in conducting regular department meetings

` 19) Knows, understands and applies all municipal, provincial and federal legislation as it pertains to the dealership

20) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

21) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to purchase equipment or parts. Authorityregarding supervision, training, rewarding and reprimanding isgranted.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffWholesalersSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Previous parts or automotive parts

Page 300: Dealership job descriptions1

Assistant Parts Manager (Continued) Page 3

3) Qualifications:

a) Expert knowledge of: Manufacturer's parts

b) Working exposure to: Computers, inventory control systems

c) Specials skills and abilities: BondableMathematicsForecastingCommunicationPeople Skills

______________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 301: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Technician Counter

Department: Parts Department

Division/Area: Parts Department

Reports To: Assistant Parts Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Responsible for Servicing Dealerships technicians partsrequirements.

_____________________________________________________________________________

(3) Major Duties:

1) Ensures all parts are invoiced to appropriate service, new vehicle and used vehiclerepair orders

2) Ensures all special order tie-up parts are accurately entered on appropriate partsslips

3) Serves customers in a courteous, helpful and professional manner

4) Assists in working with service department to expedite handling of price quotes and sales for pre-picking

5) Assists in issuing and charging all parts against appropriate work orders/requisitions for accurate inventory control

6) Assists in verifying transcribing and coding all repair order for accuracy andlegibility

7) Maintains clean and orderly work areas and equipment

8) Prepares recommended list of new parts to be stocked as required

9) Controls daily parts ordered for service department

10) Verifies security and lock up at day's end as required

Page 302: Dealership job descriptions1

Technician Counter (Continued) Page 2

11) Prepares zero on hand report at day's end

12) Ensures all computer equipment is functional

13) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

14) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to handle all internal parts orders for servicedepartment.

Relationships with: Service Management and StaffParts Management and Staff

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Manufacturer's parts

3) Qualifications:

a) Expert knowledge of: Manufacturer's parts

b) Working exposure to: Computer, inventory control system, retailsales helpful

c) Specials skills and abilities: BondablePeople SkillsBasic MathAttention to DetailInitiative

______________________________________________________________________________

Page 303: Dealership job descriptions1

Technician Counter (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 304: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Front Counter Person

Department: Parts Department

Division/Area: Front Counter

Reports To: Assistant Parts Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Responsible for servicing all retail/wholesale andDealership's customers.

_____________________________________________________________________________

(3) Major Duties:

1) Handles all telephone parts orders for pick-up and delivery

2) Obtains either a deposit (or full payment on non-returnable items) on all retailorders

3) Obtains customer signature for all charge accounts

4) Receipts cash customer invoices and places cash in cash drawer

5) Picks invoices and place in appropriate bins all wholesale telephone orders

6) Services customers in a courteous, helpful and professional manner

7) Envelopes cash at day's end when required and deposits in Manager's office

8) Follows Dealership's policies and procedures in conjunction with inventorycontrol systems

9) Prepares recommendation list of new parts to be stocked as required

10) Controls daily parts ordered

11) Maintains clean and orderly work areas and equipment

12) Ensures security and lock up at day's end as required

Page 305: Dealership job descriptions1

Front Counter Person (Continued) Page 2

13) Prepares zero on hand reports immediately upon parts verification

14) Ensures all computer equipment is functional for daily activity

15) Prices body shop parts, estimates and order necessary parts

16) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

17) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to handle telephone sales, retail sales andcollect customer payment.

Relationships with: Sales Management and StaffBody Shop Management and StaffParts Management and StaffService ConsultantsGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Manufacturer's Parts

3) Qualifications:

a) Expert knowledge of: Manufacturer's Parts

b) Working exposure to: Computer, inventory control systems,retail sales helpful

c) Specials skills and abilities: People SkillsBasic MathInitiativeAttention to DetailBondable

______________________________________________________________________________

Page 306: Dealership job descriptions1

Assistant Parts Manager (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 307: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Parts Clerk

Department: Parts Department

Division/Area: Parts Department

Reports To: Assistant Parts Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Is responsible to monitor and control the daily flow ofpaper communication and to control and maintain current inventory data.

_____________________________________________________________________________

(3) Major Duties:

1) Sorts and collates all paper communication documents from prior day

2) Verifies all prior days records against daily log

3) Enters all pertinent information onto internal computer

4) Follows-up on any discrepancies, adjusting daily log as required

5) Maintains a close working relationship with parts counter people and partsmanagement in order to ratify any discrepancies

6) Reports all repetitive problems to Parts Manager for ratification

7) Files all documentation daily

8) Purifies files on a regular basis

9) Files all Manufacturer's reference paper work; i.e. packing slips, bills of lading, etc.

10) Sources and prints all daily reports

11) Verifies all Manufacturer's packing slips to invoices

Page 308: Dealership job descriptions1

Parts Clerk (Continued) Page 2

12) Reports on appropriate forms any/all discrepancies and mails a copy toManufacturer

13) Verifies all purchase orders against invoices

14) Stamps all invoice packaging slips daily

15) Answers telephone enquiries in a prompt and courteous manner

16) Maintains and revises inventory computer system as required

17) Attends department meetings as required

18) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

19) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to efficiently maintain departmental documents in order to achieve maximum efficiency levels.

Relationships with: Lease Management and StaffSales Management and StaffService Management and StaffBody Shop Management and StaffParts Management and StaffAdministration Management and StaffManufacturerSuppliers

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Data Entry, Typing, Basic Accounting

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: N/Al

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Parts Clerk (Continued) Page 3

c) Specials skills and abilities: BondableAccuracy in Typing/Data EntryAttention to DetailInitiativeCommunicationPleasant Personality

____________________________________________________________________________

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:30 p.m. Monday - Friday

(May be required to work overtime)______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 310: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Shipper/Receiver

Department: Parts Department

Division/Area: Shipping/Receiving

Reports To: Assistant Parts Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Responsible for the receiving and shipping area and allordered parts or equipment etc. in a prompt efficientmanner. Maintains a helpful and courteous image for allpersonnel..

_____________________________________________________________________________

(3) Major Duties:

1) Punches time card at start and completion of each day and at lunch hour

2) Receives all deliveries, verifying bills of lading against pieces received

3) Notes all delivery shortages on appropriate form

4) Verifies actual pieces to packing slip charges

5) Distributes and locates parts into bins for collection

6) Distributes S.P.O. (special parts orders) to the employees who have ordered them

7) Receipts and shelves all stock orders or returns in inventory system

8) Determines location for new stock items and labels bin

9) Implements all returns to Manufacturer and other suppliers

10) Implements proper order and follow-up system for parts special and comebackorders

11) Scraps all authorized replaced warranty parts on a monthly basis

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Shipper/Receiver (Continued) Page 2

12) Prepares and implements all outgoing shipments

13) Cleans and re-stocks all areas

14) Ensures shipping and receiving doors are closed and locked at day's end

15) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

16) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to ship and receive parts as required.

Relationships with: Service Management and StaffBody Shop Management and StaffParts Management and StaffSuppliersGeneral Public

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12

2) Experience required: Previous experience helpful

3) Qualifications:

a) Expert knowledge of: N/A

b) Working exposure to: Computers, inventory systems

c) Specials skills and abilities: People skillsGood Physical ConditionInitiativeBondableAttention to Detail

______________________________________________________________________________

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Shipper/Receiver (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________

Page 313: Dealership job descriptions1

JOB DESCRIPTION______________________________________________________________________________

(1) Approved Job Title: Parts Department Driver

Department: Parts Department

Division/Area: Pick-up and Delivery

Reports To: Assistant Parts Manager

Posts Supervised: N/A______________________________________________________________________________

(2) Basic Function: Responsible for prompt and efficient delivery and pick-upof parts orders.

______________________________________________________________________________

(3) Major Duties:

1) Maintains a clean, professional appearance at all times in company supplieduniform

2) Obtains approval for road stops, including lunches

3) Ensures the delivery truck is washed and cleaned either at start or completion ofeach day

4) Ensures truck maintenance is conducted when applicable; i.e., oil changes, lubejobs, tires and daily gas fill up

5) Establishes all invoices on delivery sheets clearly marking cash or charge

6) Formulates delivery orders against delivery sheet in sequence and then loads truck

7) Picks up and/or delivers parts to wholesale accounts, Manufacturer, Dealership and other auto dealers

8) Ensures all delivery sheets are signed by all charge customers

9) Provides each customer with a copy of the invoice and parks and initialscustomer copy "paid"

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Parts Department Driver (Continued) Page 2

10) Verifies invoice parts number to actual parts and delivers any counter orders toordering counterman

11) Balances cash against cash receipt invoices daily and is responsible for any shortfall

12) Maintains driver bin in a clean and orderly fashion

13) Assists Shipper/Receiver

14) Ensures all safety policy and procedures in accordance with IAPA, WHIMS andcompany are strictly adhered to

15) Performs other related duties______________________________________________________________________________

(4) Authority: Is given the authority to collect customer payment in cash orcheque.

Relationships with: Service Management and StaffBody Shop Management and StaffParts Management and StaffWholesale Customers

______________________________________________________________________________

(5) Job Requirements:

1) Level of Education: Grade 12, valid driver's license

2) Experience required: Knowledge of wholesale locations within the community

3) Qualifications:

a) Expert knowledge of: Safe driving record

b) Working exposure to: Basic math

c) Specials skills and abilities: People SkillsGood Physical ConditionBondable

______________________________________________________________________________

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Parts Driver (Continued) Page 3

(6) Other Information:

List hours of work and working conditions, if non-standard; include travel requirements, equipment to be operated, etc.):________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Hours of Work: 8:00 a.m. - 5:00 p.m. Monday - Friday

(May be required to work overtime)

Uniform Required______________________________________________________________________________

7) Date: _______________________ Incumbent: __________________________

Approved by:_________________________