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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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Oil Change Three Levels – Checklists for Techs 2

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Service Advisors & Writers

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Oil Change Three Levels – Checklists for Techs

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Service Advisors & Writers

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Customer Greeting and Interaction: Service Advisor – Procedure

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Service Advisors & Writers

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Customer Greeting and Interaction: All Employees – Procedure

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Service Advisors & Writers

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Customer Check Out – Procedure

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Service Advisors & Writers

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Inventory Organization System – Procedure

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Parts and Inventory Control

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Parts Sources: Import Vehicles – Form

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Parts and Inventory Control

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Vehicle Replacement Cost Calculator – Form

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Marketing

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Marketing with Mail – Guidelines

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Marketing

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Bumper to Bumper Inspection – Promotion

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Marketing

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Marketing Asian Vehicle Service – Promotion

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Marketing

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Brake and Wheel Alignment – Promotion

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Marketing

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Shop Operations – Checklist

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Management

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Employee / Help Wanted: Service Advisor – Advertisement

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Management

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Opening the Shop – Checklist

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Management

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Office Manager Tasks – Checklist

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Management

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Employee Meetings: Managers and Advisors – Agenda

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Management

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Employee Meetings: All Staff – Agenda

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Management

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Employee Review – Form

Category
Management

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Closing the Shop – Checklist

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Management

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After Hours / Night Drop / Early Bird Instructions – Form

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Customers

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Fuel Mileage Calculation – Form

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Customers

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Carbureted Vehicle Starting Instructions – Handout

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Customers

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