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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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Coolant Service: Three Levels – Menu

Category
Service Advisors & Writers

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Brake Service Three Levels – Menu

Category
Service Advisors & Writers

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Appointment Request (Service Advisor) – Form

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Service Advisors & Writers

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Technician Tool Security

Category
Technicians

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Inspection: Every Vehicle – Form

Category
Technicians

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Inspection: Every Vehicle (with vehicle info fields) – Form

Category
Technicians

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Weekly Specials – Schedule

Category
Marketing

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Fluid Leak Dye Testing Checklists – Menu

Category
Service Advisors & Writers

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Wiper Service – Menu

Category
Marketing

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Maintenance Services – Menu

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Marketing

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Math Testing for Job Applicants – Answer Key

Category
Management

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Math Testing for Job Applicants – Test

Category
Management

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Fuel Injection Maintenance: Three Levels – Menu

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Service Advisors & Writers

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Engine / Transmission Estimating – Form

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Service Advisors & Writers

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Manager Tasks (Daily) – Checklist

Category
Management

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Building Maintenance (Shop area) – Checklist

Category
Shop

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Transmission Maintenance Three levels – Menu

Category
Service Advisors & Writers

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Air Conditioning Service: Three Levels – Menu

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Estimating Details – Form

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Service Advisors & Writers

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Service Advisor Job – Guidelines

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Labor Rates: Different Categories of Repair – Guide

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Customer Interaction Topics – List

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Parts Pricing – Guide

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Warranty Billing – Procedure

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Selling Estimated Services – Guide

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