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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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Customer Tracking (Existing) – Form

Category
Management
Updated
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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Customer Preference of Repair Quality Levels version 2

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

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Diagnostic Process – Procedure

Category
Technicians
Updated
April 21, 2004

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Shop Supplies Reorder – Checklist

Category
Shop
Updated
April 21, 2004

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Shop Needs – Form

Category
Shop
Updated
April 21, 2004

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Building Maintenance Weekly – Checklist

Category
Shop
Updated
April 21, 2004

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Air Conditioning Equipment Maintenance – Checklist

Category
Shop
Updated
April 21, 2004

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Car For Sale Preparation – Checklist

Category
Shop
Updated
April 21, 2004

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Wheel alignment Three levels – Menu

Category
Service Advisors & Writers
Updated
April 21, 2004

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Preventive Maintenance Scorecard – Handout

Category
Service Advisors & Writers
Updated
April 21, 2004

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Marketing Ideas for Slow Days – List

Category
Service Advisors & Writers
Updated
April 21, 2004

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Service Advisor Tasks (Daily) – Checklist 2

Category
Service Advisors & Writers
Updated
April 21, 2004

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Service Advisor Tasks (Daily) – Checklist

Category
Service Advisors & Writers
Updated
April 21, 2004

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R.O. / Invoice Completion – Checklist

Category
Service Advisors & Writers
Updated
April 21, 2004

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Oil Change Three Levels – Menu

Category
Service Advisors & Writers
Updated
April 21, 2004

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Oil Change Three Levels – Checklists for Techs 2

Category
Service Advisors & Writers
Updated
April 21, 2004

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Oil Change Three Levels – Checklists for Techs

Category
Service Advisors & Writers
Updated
April 21, 2004

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Customer Greeting and Interaction: Service Advisor – Procedure

Category
Service Advisors & Writers
Updated
April 21, 2004

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Customer Greeting and Interaction: All Employees – Procedure

Category
Service Advisors & Writers
Updated
April 21, 2004

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Customer Check Out – Procedure

Category
Service Advisors & Writers
Updated
April 21, 2004

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Inventory Organization System – Procedure

Category
Parts and Inventory Control
Updated
April 21, 2004

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Parts Sources: Import Vehicles – Form

Category
Parts and Inventory Control
Updated
April 21, 2004

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Vehicle Replacement Cost Calculator – Form

Category
Marketing
Updated
April 21, 2004

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