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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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Used Car Shopping made Easier for your Customers

Category
Customers

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Parts Handling – Policies and Procedures

Category
Parts and Inventory Control

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Comebacks / Rechecks / Complaints – Policies and Procedures

Category
Management

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Employee Applicant Questions – List

Category
Management

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Appointment Request (Service Advisor) – Form version 2

Category
Management

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Estimate Presentation – Worksheet

Category
Service Advisors & Writers

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Comeback Details – Form

Category
Management

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Service Advisor Priorities – Guidelines

Category
Service Advisors & Writers

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Cooling System Inspection / Testing – Checklist version 2

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RO & Invoice Checklists

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Marketing your Shop with Photos – Checklist

Category
Marketing

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Expenses / Spending Monitoring – Schedule

Category
Management

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Points of Contact Shop Evaluation – Form

Category

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Key Numbers Tracking – Form

Category
Management

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Building Maintenance (Shop area) – Checklist version 2

Category
Shop

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Maintenance History Check and Estimating – Form

Category
Service Advisors & Writers

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Engine Replacement – Notes for Techs and Customers

Category
RO & Invoice Notes

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Maintenance Intervals for Vehicles above 120,000 Miles – Chart

Category
Service Advisors & Writers

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Vibration Inspection / Testing – Checklist

Category
Technicians

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Building Maintenance (except shop area) – Checklist

Category
Management

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Oil Change Service – Procedures

Category
Service Advisors & Writers

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Wait Appointments – Policy and Procedure

Category
Management

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Marketing Ideas to Attract New Customers – List

Category
Marketing

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Incident Report – Form

Category
Management

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Employee Exit – Checklist

Category
Management

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Parking Lot Maintenance – Checklist

Category
Marketing

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