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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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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

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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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I Need Another Car to Work On – Policy

Category
Technicians

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How Auto Technicians Stay Cool in Hot Weather

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Technicians

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Carryover end of day report

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Management

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After Hours / Night Drop / Early bird – Procedure

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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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