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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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Appointment Request (Except Advisors) – Form version 2

Category
Management

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Employee Applicant Wants – Checklist

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Management

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Employee Review – Form version 2

Category
Management

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Inspections / Testing – Policies and Procedures

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Management

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Employee Hiring Ideas – List

Category
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Comebacks / Rechecks / Complaints – Policies and Procedures

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Employee Applicant Questions – List

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Appointment Request (Service Advisor) – Form version 2

Category
Management

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Comeback Details – Form

Category
Management

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Expenses / Spending Monitoring – Schedule

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Management

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Key Numbers Tracking – Form

Category
Management

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Building Maintenance (except shop area) – Checklist

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Management

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Wait Appointments – Policy and Procedure

Category
Management

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Incident Report – Form

Category
Management

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Employee Exit – Checklist

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Management

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Service Advisors and Office Staff Efficiency Tracking – Form

Category
Management

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New Employee – Checklist

Category
Management

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Sublet Service / Machine Shop Instructions – Form

Category
Management

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Expense Statement: 100 Line Items to Include – List

Category
Management

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Shop Foreman – Job Description

Category
Management

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Expenses / Budget Plan – Form

Category
Management

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Managers Weekly Report for Owner – Form

Category
Management

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Key Numbers to Track – List

Category
Management

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Business Location Rating – Scorecard

Category
Management

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Engine Performance Testing – Pricing / Details

Category
Management

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