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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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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
Download

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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Procedure for Adding New SOPs

Category

Management

Updated

December 27, 2022

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Reducing Distractions and Mistakes

Category

Management

Updated

December 19, 2022

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ROs in Process When Employee Takes Time Off Form

Category

Management

Updated

December 8, 2022

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This Estimate is Valid for 24 Hours

Category

RO & Invoice Recommendations

Updated

November 30, 2022

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Statuses and Labels for Shop Management System Software

Category

Management

Updated

November 20, 2022

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Payment in Full Policy

Category

Management

Updated

November 13, 2022

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Entering New Appointments and Doing Maintenance Checks

Category

RO & Invoice Write-Up

Updated

October 29, 2022

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