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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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Maintenance at 50,000 miles – Recommendations

Category
RO & Invoice Recommendations

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Vehicle Inspection (full) – Recommendation

Category
RO & Invoice Recommendations

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Questions for New Customers – List

Category
RO & Invoice Write-Up

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Symptoms (General) – Interview

Category
RO & Invoice Write-Up

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Scheduling: Estimated Hours to Reserve – Guide

Category
Service Advisors & Writers

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Recommendations To Do List – Form / Handout

Category
Service Advisors & Writers

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Time Tracking: Office Staff – Form

Category
Management

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Customer Tracking (New) – Form

Category
Management

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Customer Tracking (Existing) – Form

Category
Management

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Competitor Pricing – Survey

Category
Management

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Comeback Tracking – Form

Category
Management

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Customer Preference of Repair Quality Levels version 2

Category
RO & Invoice Write-Up

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Diagnostic Process – Procedure

Category
Technicians

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Shop Supplies Reorder – Checklist

Category
Shop

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Shop Needs – Form

Category
Shop

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Building Maintenance Weekly – Checklist

Category
Shop

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Air Conditioning Equipment Maintenance – Checklist

Category
Shop

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Car For Sale Preparation – Checklist

Category
Shop

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Wheel alignment Three levels – Menu

Category
Service Advisors & Writers

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Preventive Maintenance Scorecard – Handout

Category
Service Advisors & Writers

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Marketing Ideas for Slow Days – List

Category
Service Advisors & Writers

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Service Advisor Tasks (Daily) – Checklist 2

Category
Service Advisors & Writers

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Service Advisor Tasks (Daily) – Checklist

Category
Service Advisors & Writers

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R.O. / Invoice Completion – Checklist

Category
Service Advisors & Writers

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Oil Change Three Levels – Menu

Category
Service Advisors & Writers

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