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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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Equipment, Tools, Fixtures, and Furnishings Checklist for Opening and Organizing an Auto Repair Shop

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Owner or Manager Daily and Weekly Checklist

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Ten Slack Reminders You Should Be Using at Your Shop

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Title Procedure When Buying a Vehicle (edit for your state; details below are for Michigan)

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Pick-up and Delivery, Using it Strategically – Policy and Procedure

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Vehicles to be Moved to the Rear Parking Area

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Companies Performing Work at Our Shop – SOP

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Employee Use of the Shop Policy and Procedure

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Training Announcements for Local In-person Events – Procedure

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Communication Policy and Procedure

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Deliveries That Require a Signature

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

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Credit and Debit Card Payment System Not Working – Procedure

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Tire Rotation and Balancing

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Procedure for Adding New SOPs

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ROs in Process When Employee Takes Time Off Form

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Statuses and Labels for Shop Management System Software

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Payment in Full Policy

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Personal vehicles – Working on them in the Shop

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Customer Contact Response Time Policy and Procedure

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Time Off Request Procedure – Vacation, Day Off, Partial Day Off

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Carryover end of day report

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Appointment Request (Service Advisor) – Form version 2

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Unpaid Days or Time off Policy

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Communication between Shop Staff Policy

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