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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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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

Category
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

Category
Customers

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Vehicle Arrival – Service Advisor Procedure

Category
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

Category
Service Advisors & Writers

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Preventing Price Confusion and Unhappy Customers – Policy

Category
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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Statuses and Labels for Shop Management System Software

Category
Management

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Payment in Full Policy

Category
Management

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Entering New Appointments and Doing Maintenance Checks

Category
RO & Invoice Write-Up

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Personal vehicles – Working on them in the Shop

Category
Management

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Tire Tread Measurement Policy and Procedure

Category
Technicians

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Customer Contact Response Time Policy and Procedure

Category
Management

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Time Off Request Procedure – Vacation, Day Off, Partial Day Off

Category
Management

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Equipment Care Policy

Category
Shop

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