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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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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

Category
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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Belt Related Noise Testing and Inspection

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Technicians

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How to Create an Inspection Results Video for Customers and Marketing

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Service Advisors & Writers

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Brake Pulsation Policy when Rear Brakes are Needed and Front Inspect OK

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Technicians

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Determining the Priority of Vehicles to be serviced

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Service Advisors & Writers

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Quick Service Cart System and Set-up 

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50 Questions Every Tech Should Ask and Every Shop Owner Should be Prepared to Answer when There is a Job Offer

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Technicians

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Extended Warranty Claim Procedure Form

Category
Management

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After Hours / Nite Drop Form Version 2

Category
Customers

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Employee Training Reimbursement and Compensation

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Management

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Technician Efficiency

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Symptom Not Occurring Policy

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Management

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Cell Phone Policy

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Management

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Recall Procedure – “Outstanding Recalls” Line on our Courtesy Inspection form

Category
Technicians

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Headlight Lens Refinishing Procedure

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Technicians

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Test Drive Policy

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Technicians

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Employee / Help Wanted: Techs – Ad Example

Category
Management

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Loaner / Rental Vehicle Polices

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Management

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Pick-up and Delivery & Airport Shuttle Service

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Marketing

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Vehicle Storage Policy

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Management

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Incentive System for Service Advisors for Getting Appointments

Category
Service Advisors & Writers

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