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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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November 30, 2022

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Statuses and Labels for Shop Management System Software

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November 20, 2022

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Payment in Full Policy

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November 13, 2022

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Entering New Appointments and Doing Maintenance Checks

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October 29, 2022

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Personal vehicles – Working on them in the Shop

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October 9, 2022

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Tire Tread Measurement Policy and Procedure

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September 18, 2022

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Customer Contact Response Time Policy and Procedure

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August 27, 2022

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

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August 8, 2022

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Equipment Care Policy

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July 24, 2022

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I Need Another Car to Work On – Policy

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July 7, 2022

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How Auto Technicians Stay Cool in Hot Weather

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June 15, 2022

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Carryover end of day report

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May 19, 2022

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After Hours / Night Drop / Early bird – Procedure

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April 29, 2022

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Coat and Jacket Care Policy

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April 22, 2022

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Estimates and Recommendations Without Part Numbers Policy

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April 6, 2022

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Appointment Request (Service Advisor) – Form version 2

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March 29, 2022

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Testing Inspection Results Minimum Requirements for Technicians

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February 27, 2022

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Drain Plug Washer Policy and Procedure

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February 13, 2022

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Shop Supplies Policy and Procedure

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January 31, 2022

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Do Not Reuse Spring Type Hose Clamps Policy

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January 21, 2022

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BRAKE CALIPER INSPECTION, RECOMMENDATION POLICY

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January 12, 2022

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Unpaid Days or Time off Policy

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January 3, 2022

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No Partial Repairs for Engine Performance Policy

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December 19, 2021

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Wheel Alignment Mandatory with Steering Parts

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December 5, 2021

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Write Up – Entering Details Procedure

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November 28, 2021

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