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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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Category

RO & Invoice Recommendations

Updated

November 30, 2022

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Statuses and Labels for Shop Management System Software

Category

Management

Updated

November 20, 2022

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Payment in Full Policy

Category

Management

Updated

November 13, 2022

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Entering New Appointments and Doing Maintenance Checks

Category

RO & Invoice Write-Up

Updated

October 29, 2022

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Personal vehicles – Working on them in the Shop

Category

Management

Updated

October 9, 2022

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Tire Tread Measurement Policy and Procedure

Category

Technicians

Updated

September 18, 2022

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Customer Contact Response Time Policy and Procedure

Category

Management

Updated

August 27, 2022

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

Category

Management

Updated

August 8, 2022

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Equipment Care Policy

Category

Shop

Updated

July 24, 2022

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I Need Another Car to Work On – Policy

Category

Technicians

Updated

July 7, 2022

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How Auto Technicians Stay Cool in Hot Weather

Category

Technicians

Updated

June 15, 2022

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Carryover end of day report

Category

Management

Updated

May 19, 2022

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After Hours / Night Drop / Early bird – Procedure

Category

Service Advisors & Writers

Updated

April 29, 2022

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Coat and Jacket Care Policy

Category

Shop

Updated

April 22, 2022

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Estimates and Recommendations Without Part Numbers Policy

Category

Service Advisors & Writers

Updated

April 6, 2022

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Appointment Request (Service Advisor) – Form version 2

Category

Management

Updated

March 29, 2022

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Testing Inspection Results Minimum Requirements for Technicians

Category

Technicians

Updated

February 27, 2022

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Drain Plug Washer Policy and Procedure

Category

Technicians

Updated

February 13, 2022

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Shop Supplies Policy and Procedure

Category

Technicians

Updated

January 31, 2022

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Do Not Reuse Spring Type Hose Clamps Policy

Category

Technicians

Updated

January 21, 2022

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BRAKE CALIPER INSPECTION, RECOMMENDATION POLICY

Category

Technicians

Updated

January 12, 2022

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Unpaid Days or Time off Policy

Category

Management

Updated

January 3, 2022

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No Partial Repairs for Engine Performance Policy

Category

Service Advisors & Writers

Updated

December 19, 2021

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Wheel Alignment Mandatory with Steering Parts

Category

Technicians

Updated

December 5, 2021

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Write Up – Entering Details Procedure

Category

RO & Invoice Write-Up

Updated

November 28, 2021

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