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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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After Hours / Night Drop / Early bird – Procedure

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Estimates and Recommendations Without Part Numbers Policy

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No Partial Repairs for Engine Performance Policy

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Customer Email Address Acquisition Procedure

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How Soon Can I Bring in my Car

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Waiting for Service – Customer Questions and Answers

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Service Advisor “Toolbox” Checklist

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Labor Claim RO and Invoice Procedure

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Service Advisor performance report card

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Overheating or Low Coolant Level Policy

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Fuel (Contaminated) Handling and Disposal – Billing Procedure

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Estimates / Quotes by Email Disclaimer

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Noise Diagnosis – Riding with Customers to Observe – Procedure

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Canned Job Kit Creation Instructions – Vehicle Specific

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How to Create an Inspection Results Video for Customers and Marketing

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Determining the Priority of Vehicles to be serviced

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Incentive System for Service Advisors for Getting Appointments

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Appointment Preparation Checklist

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Customer Greeting and Interaction: Service Advisor – Procedure version 2

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Estimate Presentation – Worksheet

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Service Advisor Priorities – Guidelines

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Maintenance History Check and Estimating – Form

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Maintenance Intervals for Vehicles above 120,000 Miles – Chart

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Oil Change Service – Procedures

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WIP / Work in Progress Screen – System

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