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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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Fuel Cap Must be Fully Tightened – Note

Category
RO & Invoice Notes
Updated
May 1, 2004

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Fluid Very Dirty / May Need to Repeat Service – Note

Category
RO & Invoice Notes
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May 1, 2004

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Fluid Leakage – Notes

Category
RO & Invoice Notes
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May 1, 2004

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Tune-Up not for Correcting Symptoms – Note

Category
RO & Invoice Notes
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May 1, 2004

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Electrical / Fuse / Wiring Failure Cause Not Found / Unknown – Note

Category
RO & Invoice Notes
Updated
May 1, 2004

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Cooling System (Coolant in Oil, Overheating, Stop Leak) – Notes

Category
RO & Invoice Notes
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May 1, 2004

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Check Engine / Service Engine Soon Light – Notes

Category
RO & Invoice Notes
Updated
May 1, 2004

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Catalytic Converter Failure – Note

Category
RO & Invoice Notes
Updated
May 1, 2004

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Vehicle Arrived not Running – Note

Category
RO & Invoice Notes
Updated
May 1, 2004

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Brake Noise, Parking Brake use – Notes

Category
RO & Invoice Notes
Updated
May 1, 2004

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Benefits Included With Your Service – Note

Category
RO & Invoice Notes
Updated
May 1, 2004

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Air Conditioning Leak – Notes

Category
RO & Invoice Notes
Updated
May 1, 2004

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After Hours Pick-up – Note

Category
RO & Invoice Notes
Updated
May 1, 2004

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Fluid Services – Recommendations

Category
RO & Invoice Recommendations
Updated
May 1, 2004

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Maintenance at 50,000 miles – Recommendations

Category
RO & Invoice Recommendations
Updated
May 1, 2004

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Vehicle Inspection (full) – Recommendation

Category
RO & Invoice Recommendations
Updated
May 1, 2004

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Questions for New Customers – List

Category
RO & Invoice Write-Up
Updated
May 1, 2004

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Symptoms (General) – Interview

Category
RO & Invoice Write-Up
Updated
May 1, 2004

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Scheduling: Estimated Hours to Reserve – Guide

Category
Service Advisors & Writers
Updated
May 1, 2004

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Recommendations To Do List – Form / Handout

Category
Service Advisors & Writers
Updated
May 1, 2004

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Time Tracking: Office Staff – Form

Category
Management
Updated
May 1, 2004

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Customer Tracking (New) – Form

Category
Management
Updated
May 1, 2004

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Customer Tracking (Existing) – Form

Category
Management
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May 1, 2004

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Competitor Pricing – Survey

Category
Management
Updated
May 1, 2004

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Comeback Tracking – Form

Category
Management
Updated
May 1, 2004

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