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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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Transmission Maintenance Three levels – Menu

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August 7, 2006

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Air Conditioning Service: Three Levels – Menu

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July 5, 2006

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Estimating Details – Form

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June 3, 2006

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Service Advisor Job – Guidelines

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May 8, 2006

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Labor Rates: Different Categories of Repair – Guide

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April 3, 2006

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Customer Interaction Topics – List

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March 8, 2006

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Parts Pricing – Guide

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February 3, 2006

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Warranty Billing – Procedure

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January 8, 2006

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Selling Estimated Services – Guide

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December 1, 2005

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Warranties – Samples

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November 2, 2005

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Notes on R.O. / Invoice – Guide

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October 2, 2005

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After Hours / Night Drop / Early bird – Procedure

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September 5, 2005

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Great Service Advisor – Description

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August 2, 2005

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Appointment Request (Mitchell / ShopKey) – Form

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July 21, 2005

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Estimate Preparation – Procedure

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June 7, 2005

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Phone Estimate Request Procedure – Form

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May 1, 2005

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Clutch Replacement Inspection – Checklist

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April 6, 2005

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Tune-up Maintenance Three levels – Menu

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March 12, 2005

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Axle / Differential Service Inspection – Checklist

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February 6, 2005

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Competitor Pricing – Survey version 2

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January 16, 2005

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Window Inspection / Testing – Checklist

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May 1, 2004

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Wheel Alignment Inspection RWD – Checklist

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May 1, 2004

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Wheel Alignment Inspection FWD – Checklist

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May 1, 2004

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Wheel Alignment Inspection 4 Wheel – Checklist

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May 1, 2004

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Wheel Alignment Inspection 4×4 / AWD – Checklist

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May 1, 2004

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