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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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Interruptions When Talking With Customers – Procedure

Category
Service Advisors & Writers
Updated
June 12, 2024

Arrival Times for Incoming Vehicles – Procedure

Category
Service Advisors & Writers
Updated
March 22, 2024

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Road Service Requests Near Our Shop – Procedure

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Service Advisors & Writers
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January 1, 2024

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Seven Ways to Get More Cars on The Schedule

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Service Advisors & Writers
Updated
December 17, 2023

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Calling Appointments for the Next Day – Procedure

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Service Advisors & Writers
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November 22, 2023

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Selling Recommendations to Waiting Customers – Procedure

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Service Advisors & Writers
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November 9, 2023

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Late or Missed Appointments Procedure

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Service Advisors & Writers
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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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Parking Loaner Cars in the Shop Overnight – Policy and Procedures

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Service Advisors & Writers
Updated
July 23, 2023

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

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Service Advisors & Writers
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July 2, 2023

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Getting Faster Authorizations

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Service Advisors & Writers
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June 3, 2023

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Priority and Order of Tasks on a New RO

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Service Advisors & Writers
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April 24, 2023

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Vehicle Arrival – Service Advisor Procedure

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Service Advisors & Writers
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March 17, 2023

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Waiter Appointment Channel in Slack

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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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After Hours / Night Drop / Early bird – Procedure

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Service Advisors & Writers
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April 29, 2022

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Estimates and Recommendations Without Part Numbers Policy

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Service Advisors & Writers
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April 6, 2022

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No Partial Repairs for Engine Performance Policy

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Service Advisors & Writers
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December 19, 2021

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Customer Email Address Acquisition Procedure

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Service Advisors & Writers
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November 7, 2021

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How Soon Can I Bring in my Car

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Service Advisors & Writers
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September 20, 2021

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Waiting for Service – Customer Questions and Answers

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Service Advisors & Writers
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May 9, 2021

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Service Advisor “Toolbox” Checklist

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Service Advisors & Writers
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May 25, 2020

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Labor Claim RO and Invoice Procedure

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Service Advisors & Writers
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February 13, 2020

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Service Advisor performance report card

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Service Advisors & Writers
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January 2, 2020

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Overheating or Low Coolant Level Policy

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Service Advisors & Writers
Updated
January 22, 2019

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