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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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Paperwork Inside Boxes or Attached to Parts We Install

Category
Parts and Inventory Control
Updated
January 11, 2024

Road Service Requests Near Our Shop – Procedure

Category
Service Advisors & Writers
Updated
January 1, 2024

Seven Ways to Get More Cars on The Schedule

Category
Service Advisors & Writers
Updated
December 17, 2023

Calling Appointments for the Next Day – Procedure

Category
Service Advisors & Writers
Updated
November 22, 2023

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Selling Recommendations to Waiting Customers – Procedure

Category
Service Advisors & Writers
Updated
November 9, 2023

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Late or Missed Appointments Procedure

Category
Service Advisors & Writers
Updated
October 17, 2023

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Information From a Customer That is NOT Given Directly to the Advisor Handling the RO or Appointment – Procedure:

Category
Service Advisors & Writers
Updated
October 1, 2023

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Deliveries That Require a Signature

Category
Management
Updated
August 20, 2023

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Parking Loaner Cars in the Shop Overnight – Policy and Procedures

Category
Service Advisors & Writers
Updated
July 23, 2023

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Parts: Pick-up or Wait for Delivery? – Policy and Procedure

Category
Service Advisors & Writers
Updated
July 2, 2023

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When Customers do NOT Need Their Car Back Right Away – Procedure

Category
Management
Updated
June 16, 2023

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Getting Faster Authorizations

Category
Service Advisors & Writers
Updated
June 3, 2023

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Ten Things to Get Rid of (throw out, sell, give away, etc.)

Category
Shop
Updated
May 21, 2023

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Priority and Order of Tasks on a New RO

Category
Service Advisors & Writers
Updated
April 24, 2023

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Credit and Debit Card Payment System Not Working – Procedure

Category
Management
Updated
April 13, 2023

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Battery Replacement Policy and Procedure on Vehicles with Multiple Batteries

Category
Technicians
Updated
April 10, 2023

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Key Box Instructions – Drop-Off and Pick-Up

Category
Customers
Updated
March 27, 2023

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Vehicle Arrival – Service Advisor Procedure

Category
Service Advisors & Writers
Updated
March 17, 2023

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Lug Nut, Wheel Tightening Procedure – Version 2

Category
Technicians
Updated
March 10, 2023

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Aftermarket Parts Markup Margin Price Matrix

Category
Parts and Inventory Control
Updated
February 27, 2023

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Waiter Appointment Channel in Slack

Category
Service Advisors & Writers
Updated
February 12, 2023

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Preventing Price Confusion and Unhappy Customers – Policy

Category
Service Advisors & Writers
Updated
February 2, 2023

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Tire Leak Not Found – Procedure

Category
Technicians
Updated
January 20, 2023

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Questions for Advisors to Ask Customers During Write-up (2023)

Category
RO & Invoice Write-Up
Updated
January 11, 2023

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Tire Rotation and Balancing

Category
Management
Updated
January 5, 2023

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