Home » Documents

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.

Editing Document’s Directions

Results 360

Sort by

Paperwork Inside Boxes or Attached to Parts We Install

Category

Updated

January 11, 2024

Road Service Requests Near Our Shop – Procedure

Category

Updated

January 1, 2024

Seven Ways to Get More Cars on The Schedule

Category

Updated

December 17, 2023

Calling Appointments for the Next Day – Procedure

Category

Updated

November 22, 2023

Premium Membership Feature

Sign up or sign in to view

Selling Recommendations to Waiting Customers – Procedure

Category

Updated

November 9, 2023

Premium Membership Feature

Sign up or sign in to view

Late or Missed Appointments Procedure

Category

Updated

October 17, 2023

Premium Membership Feature

Sign up or sign in to view

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

Category

Updated

October 1, 2023

Premium Membership Feature

Sign up or sign in to view

Deliveries That Require a Signature

Category

Updated

August 20, 2023

Premium Membership Feature

Sign up or sign in to view

Parking Loaner Cars in the Shop Overnight – Policy and Procedures

Category

Updated

July 23, 2023

Premium Membership Feature

Sign up or sign in to view

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

Category

Updated

July 2, 2023

Premium Membership Feature

Sign up or sign in to view

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

Category

Updated

June 16, 2023

Premium Membership Feature

Sign up or sign in to view

Getting Faster Authorizations

Category

Updated

June 3, 2023

Premium Membership Feature

Sign up or sign in to view

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

Category

Updated

May 21, 2023

Premium Membership Feature

Sign up or sign in to view

Priority and Order of Tasks on a New RO

Category

Updated

April 24, 2023

Premium Membership Feature

Sign up or sign in to view

Credit and Debit Card Payment System Not Working – Procedure

Category

Updated

April 13, 2023

Premium Membership Feature

Sign up or sign in to view

Battery Replacement Policy and Procedure on Vehicles with Multiple Batteries

Category

Updated

April 10, 2023

Premium Membership Feature

Sign up or sign in to view

Key Box Instructions – Drop-Off and Pick-Up

Category

Updated

March 27, 2023

Premium Membership Feature

Sign up or sign in to view

Vehicle Arrival – Service Advisor Procedure

Category

Updated

March 17, 2023

Premium Membership Feature

Sign up or sign in to view

Lug Nut, Wheel Tightening Procedure – Version 2

Category

Updated

March 10, 2023

Premium Membership Feature

Sign up or sign in to view

Aftermarket Parts Markup Margin Price Matrix

Category

Updated

February 27, 2023

Premium Membership Feature

Sign up or sign in to view

Waiter Appointment Channel in Slack

Category

Updated

February 12, 2023

Premium Membership Feature

Sign up or sign in to view

Preventing Price Confusion and Unhappy Customers – Policy

Category

Updated

February 2, 2023

Premium Membership Feature

Sign up or sign in to view

Tire Leak Not Found – Procedure

Category

Updated

January 20, 2023

Premium Membership Feature

Sign up or sign in to view

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

Category

Updated

January 11, 2023

Premium Membership Feature

Sign up or sign in to view

Tire Rotation and Balancing

Category

Updated

January 5, 2023

Premium Membership Feature

Sign up or sign in to view