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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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Math Testing for Job Applicants – Test

Category
Management
Updated
February 28, 2007

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Fuel Injection Maintenance: Three Levels – Menu

Category
Service Advisors & Writers
Updated
January 9, 2007

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Engine / Transmission Estimating – Form

Category
Service Advisors & Writers
Updated
December 18, 2006

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Manager Tasks (Daily) – Checklist

Category
Management
Updated
November 4, 2006

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Building Maintenance (Shop area) – Checklist

Category
Shop
Updated
September 8, 2006

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Transmission Maintenance Three levels – Menu

Category
Service Advisors & Writers
Updated
August 7, 2006

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Air Conditioning Service: Three Levels – Menu

Category
Service Advisors & Writers
Updated
July 5, 2006

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Estimating Details – Form

Category
Service Advisors & Writers
Updated
June 3, 2006

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Service Advisor Job – Guidelines

Category
Service Advisors & Writers
Updated
May 8, 2006

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Labor Rates: Different Categories of Repair – Guide

Category
Service Advisors & Writers
Updated
April 3, 2006

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Customer Interaction Topics – List

Category
Service Advisors & Writers
Updated
March 8, 2006

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Parts Pricing – Guide

Category
Service Advisors & Writers
Updated
February 3, 2006

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Warranty Billing – Procedure

Category
Service Advisors & Writers
Updated
January 8, 2006

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Selling Estimated Services – Guide

Category
Service Advisors & Writers
Updated
December 1, 2005

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Warranties – Samples

Category
Service Advisors & Writers
Updated
November 2, 2005

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Notes on R.O. / Invoice – Guide

Category
Service Advisors & Writers
Updated
October 2, 2005

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After Hours / Night Drop / Early bird – Procedure

Category
Service Advisors & Writers
Updated
September 5, 2005

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Great Service Advisor – Description

Category
Service Advisors & Writers
Updated
August 2, 2005

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Appointment Request (Mitchell / ShopKey) – Form

Category
Service Advisors & Writers
Updated
July 21, 2005

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Estimate Preparation – Procedure

Category
Service Advisors & Writers
Updated
June 7, 2005

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Phone Estimate Request Procedure – Form

Category
Service Advisors & Writers
Updated
May 1, 2005

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Clutch Replacement Inspection – Checklist

Category
RO & Invoice Checklists
Updated
April 6, 2005

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Tune-up Maintenance Three levels – Menu

Category
Service Advisors & Writers
Updated
March 12, 2005

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Axle / Differential Service Inspection – Checklist

Category
RO & Invoice Checklists
Updated
February 6, 2005

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Competitor Pricing – Survey version 2

Category
Management
Updated
January 16, 2005

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