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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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Belt Related Noise Testing and Inspection

Category
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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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

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Management

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After Hours / Nite Drop Form Version 2

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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

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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

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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

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Service Advisors & Writers

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Comeback Report Form

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Management

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Getting the right parts the first time

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Recommendation Procedure Ratings System

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Technicians

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Appointment Preparation Checklist

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Vehicle Priorities

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Management

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