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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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I Need Another Car to Work On – Policy

Category
Technicians

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How Auto Technicians Stay Cool in Hot Weather

Category
Technicians

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Carryover end of day report

Category
Management

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After Hours / Night Drop / Early bird – Procedure

Category
Service Advisors & Writers

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Coat and Jacket Care Policy

Category
Shop

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Estimates and Recommendations Without Part Numbers Policy

Category
Service Advisors & Writers

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Appointment Request (Service Advisor) – Form version 2

Category
Management

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Testing Inspection Results Minimum Requirements for Technicians

Category
Technicians

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Drain Plug Washer Policy and Procedure

Category
Technicians

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Shop Supplies Policy and Procedure

Category
Technicians

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Do Not Reuse Spring Type Hose Clamps Policy

Category
Technicians

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BRAKE CALIPER INSPECTION, RECOMMENDATION POLICY

Category
Technicians

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Unpaid Days or Time off Policy

Category
Management

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No Partial Repairs for Engine Performance Policy

Category
Service Advisors & Writers

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Wheel Alignment Mandatory with Steering Parts

Category
Technicians

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Write Up – Entering Details Procedure

Category
RO & Invoice Write-Up

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Customer Email Address Acquisition Procedure

Category
Service Advisors & Writers

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CAR PURCHASE DRIVE AWAY CHECKLIST FOR CUSTOMERS

Category
Customers

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Location of locking lug nut tools

Category
RO & Invoice Notes

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How Soon Can I Bring in my Car

Category
Service Advisors & Writers

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Communication between Shop Staff Policy

Category
Management

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Instructions Drawing on a Photo on an RO or Inspection

Category
Technicians

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Waiting for Service – Customer Questions and Answers

Category
Service Advisors & Writers

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Timing Belt Failure – Interference Engine

Category
Technicians

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New Equipment Arrival Procedure Checklist

Category
Shop

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