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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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Auto Shop Manager Quarterly Checklist – 10 Must do Tasks

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Management

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Auto Shop Manager Monthly Checklist – 10 Must do Tasks

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Management

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Auto Shop Manager Weekly Checklist – 10 Must do Tasks

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Management

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Auto Shop Manager Daily Checklist – 10 Must do Tasks

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Management

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Labor Time Review Form

Category
Technicians

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Electrical Power Loss / Emergency Checklist for Shop

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Management

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Overheating or Low Coolant Level Policy

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Service Advisors & Writers

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Fuel (Contaminated) Handling and Disposal – Billing Procedure

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Service Advisors & Writers

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Testing / Inspections – One or More Wheels Get Hot – Procedure

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Technicians

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Estimates / Quotes by Email Disclaimer

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Service Advisors & Writers

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EVAP Issues – Policy for Reducing Comebacks

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Technicians

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Job Offer Details

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Management

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Ignition Coil Replacement Policy

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Technicians

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Noise Diagnosis – Riding with Customers to Observe – Procedure

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Service Advisors & Writers

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Noise Symptom Not Occurring Policy

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RO & Invoice Write-Up

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Form for Creating Employee Profiles for Your Shop’s Website

Category
Marketing

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Ten Ideas for Working with Extended Warranty Companies

Category
Management

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Extended Warranty Claims – Ollie’s 8 Rules for Success

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Management

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Canned Job Kit Creation Instructions – Vehicle Specific

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Service Advisors & Writers

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Oil Consumption Inspection Checklist

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RO & Invoice Checklists

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Opening the Shop – Checklist 2

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Management

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Training Completed Form

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Management

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Vehicles Not Picked Up or Not Authorized Procedure

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Management

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Fluid Leak Definitions

Category
Technicians

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Fluid Level Inspection Results Definitions

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Technicians

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