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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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Service Advisors and Office Staff Efficiency Tracking – Form

Category
Management

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New Employee – Checklist

Category
Management

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Parts Deposit – Policy

Category
Parts and Inventory Control

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Sublet Service / Machine Shop Instructions – Form

Category
Management

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WIP / Work in Progress Screen – System

Category
Service Advisors & Writers

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Inspect at No Charge Items – List

Category
Service Advisors & Writers

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Repair Difficulty Levels for Tech Assignments – Guide

Category
Service Advisors & Writers

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Expense Statement: 100 Line Items to Include – List

Category
Management

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Email Gathering by Phoning Customers – Script

Category
Marketing

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Marketing: What to Include – Checklist

Category
Marketing

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Scheduling the Next Appointment – Procedure

Category
Service Advisors & Writers

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Visiting area Repair Shops – Procedure

Category
Marketing

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Recommendations To Do List – Form / Handout 2

Category
Marketing

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Customer Service Survey – Form

Category
Customers

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Email Marketing: What to Include – Checklist

Category
Marketing

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Shop Foreman – Job Description

Category
Management

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Expenses / Budget Plan – Form

Category
Management

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Managers Weekly Report for Owner – Form

Category
Management

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Websites and Software Programs for Service Advisors – Form

Category
Service Advisors & Writers

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Key Numbers to Track – List

Category
Management

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Website: Items to Include – Checklist

Category
Marketing

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Parts Handling: Warranty / Defective – Procedure

Category
Parts and Inventory Control

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Parts and Cores Handling – Procedure

Category
Parts and Inventory Control

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Walk Around Write-up on Vehicle Arrival – Form

Category
Service Advisors & Writers

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Tire Pricing – Chart

Category
Parts and Inventory Control

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