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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

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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

Category
Parts and Inventory Control

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Parts Sources: Import Vehicles – Form

Category
Parts and Inventory Control

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Vehicle Replacement Cost Calculator – Form

Category
Marketing

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Marketing with Mail – Guidelines

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Marketing

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Bumper to Bumper Inspection – Promotion

Category
Marketing

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Marketing Asian Vehicle Service – Promotion

Category
Marketing

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Brake and Wheel Alignment – Promotion

Category
Marketing

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Shop Operations – Checklist

Category
Management

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Employee / Help Wanted: Service Advisor – Advertisement

Category
Management

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Opening the Shop – Checklist

Category
Management

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Office Manager Tasks – Checklist

Category
Management

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Employee Meetings: Managers and Advisors – Agenda

Category
Management

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Employee Meetings: All Staff – Agenda

Category
Management

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Employee Review – Form

Category
Management

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Closing the Shop – Checklist

Category
Management

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After Hours / Night Drop / Early Bird Instructions – Form

Category
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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