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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 (Mitchell / ShopKey) – Form

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Estimate Preparation – Procedure

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Phone Estimate Request Procedure – Form

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Tune-up Maintenance Three levels – Menu

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Recommendations To Do List – Form / Handout

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Scheduling: Estimated Hours to Reserve – Guide

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Customer Check Out – Procedure

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Customer Greeting and Interaction: All Employees – Procedure

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Oil Change Three Levels – Checklists for Techs

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Oil Change Three Levels – Checklists for Techs 2

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Oil Change Three Levels – Menu

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R.O. / Invoice Completion – Checklist

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Service Advisor Tasks (Daily) – Checklist

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Service Advisor Tasks (Daily) – Checklist 2

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Marketing Ideas for Slow Days – List

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Preventive Maintenance Scorecard – Handout

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Wheel alignment Three levels – Menu

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