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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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Inspect at No Charge Items – List

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Service Advisors & Writers

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Repair Difficulty Levels for Tech Assignments – Guide

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Scheduling the Next Appointment – Procedure

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Websites and Software Programs for Service Advisors – Form

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Walk Around Write-up on Vehicle Arrival – Form

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Job Kits / Canned Jobs Titles – Procedure

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Brake Service Three Levels – Menu

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Coolant Service: Three Levels – Menu

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Appointment Request (Service Advisor) – Form

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Fluid Leak Dye Testing Checklists – Menu

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Fuel Injection Maintenance: Three Levels – Menu

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Engine / Transmission Estimating – Form

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Transmission Maintenance Three levels – Menu

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Air Conditioning Service: Three Levels – Menu

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Estimating Details – Form

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Service Advisor Job – Guidelines

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Labor Rates: Different Categories of Repair – Guide

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Customer Interaction Topics – List

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Parts Pricing – Guide

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Warranty Billing – Procedure

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Selling Estimated Services – Guide

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Warranties – Samples

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Notes on R.O. / Invoice – Guide

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After Hours / Night Drop / Early bird – Procedure

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Great Service Advisor – Description

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