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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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Selling Recommendations to Waiting Customers – Procedure

Category
Service Advisors & Writers

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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:

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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

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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

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Service Advisors & Writers

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Credit and Debit Card Payment System Not Working – Procedure

Category
Management

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Battery Replacement Policy and Procedure on Vehicles with Multiple Batteries

Category
Technicians

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Key Box Instructions – Drop-Off and Pick-Up

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Customers

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Vehicle Arrival – Service Advisor Procedure

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Service Advisors & Writers

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Lug Nut, Wheel Tightening Procedure – Version 2

Category
Technicians

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Aftermarket Parts Markup Margin Price Matrix

Category
Parts and Inventory Control

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Waiter Appointment Channel in Slack

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Service Advisors & Writers

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Preventing Price Confusion and Unhappy Customers – Policy

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Service Advisors & Writers

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Tire Leak Not Found – Procedure

Category
Technicians

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Questions for Advisors to Ask Customers During Write-up (2023)

Category
RO & Invoice Write-Up

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Tire Rotation and Balancing

Category
Management

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Procedure for Adding New SOPs

Category
Management

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Reducing Distractions and Mistakes

Category
Management

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ROs in Process When Employee Takes Time Off Form

Category
Management

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This Estimate is Valid for 24 Hours

Category
RO & Invoice Recommendations

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