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Lesson 1 of 3

Intake and consent

Record the item make, model, serial number where appropriate, visible condition, accessories received and reported symptom. Ask permission before work that changes the scope or cost.

Photograph condition with the customer’s agreement and protect personal information. An intake record reduces misunderstandings but does not replace suitable service terms or local requirements.

MeasurePlanVerify

Worked example

A radio intake lists a missing knob and torn cord before any estimate is approved.

Try it yourself

Create a sample intake form for a fictional stereo with no real personal details.

Check your understanding

When should pre-existing damage be recorded?

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