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SOPs and Checklists

More than 300 checklists, forms, procedures, and policies for managing your shop. Instead of starting from scratch with something you want to create, start with one of these documents and fine-tune it to your liking – a huge time saver. We add new material regularly.

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Previous Recommendations when making appointments and during drop-off

Category
Service Advisors & Writers
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Training Announcements for Local In-person Events – Procedure

Category
Management
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Minimum Charge for Declined Service on Non-drivable Vehicles – Procedure

Category
Service Advisors & Writers
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Customer Did Not Receive Their Emailed Invoice – Procedure

Category
Service Advisors & Writers

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Measurement of Customer Noise Complaints – Policy and Procedure

Category
Technicians

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Communication Policy and Procedure

Category
Management

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More Appointments for Declined Recommendations – Procedure

Category
Service Advisors & Writers

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Interruptions When Talking With Customers – Procedure

Category
Service Advisors & Writers

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Repair Orders on Employee Vehicles – Procedure

Category
Marketing

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Test Driving Procedure – Updated

Category
Technicians

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Arrival Times for Incoming Vehicles – Procedure

Category
Service Advisors & Writers

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Paperwork Inside Boxes or Attached to Parts We Install

Category
Parts and Inventory Control

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Road Service Requests Near Our Shop – Procedure

Category
Service Advisors & Writers

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Seven Ways to Get More Cars on The Schedule

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Service Advisors & Writers

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Calling Appointments for the Next Day – Procedure

Category
Service Advisors & Writers

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Selling Recommendations to Waiting Customers – Procedure

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Late or Missed Appointments Procedure

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Service Advisors & Writers

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Information From a Customer That is NOT Given Directly to the Advisor Handling the RO or Appointment – Procedure:

Category
Service Advisors & Writers

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Deliveries That Require a Signature

Category
Management

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Parking Loaner Cars in the Shop Overnight – Policy and Procedures

Category
Service Advisors & Writers

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Parts: Pick-up or Wait for Delivery? – Policy and Procedure

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Service Advisors & Writers

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When Customers do NOT Need Their Car Back Right Away – Procedure

Category
Management

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Getting Faster Authorizations

Category
Service Advisors & Writers

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Ten Things to Get Rid of (throw out, sell, give away, etc.)

Category
Shop

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Priority and Order of Tasks on a New RO

Category
Service Advisors & Writers

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