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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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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 (Excel)

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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Customer Email Address Acquisition Procedure

Category

Service Advisors & Writers

Updated

November 7, 2021

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CAR PURCHASE DRIVE AWAY CHECKLIST FOR CUSTOMERS

Category

Customers

Updated

October 24, 2021

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Location of locking lug nut tools

Category

RO & Invoice Notes

Updated

October 5, 2021

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How Soon Can I Bring in my Car

Category

Service Advisors & Writers

Updated

September 20, 2021

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Communication between Shop Staff Policy

Category

Management

Updated

August 16, 2021

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Instructions Drawing on a Photo on an RO or Inspection

Category

Technicians

Updated

August 1, 2021

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Waiting for Service – Customer Questions and Answers

Category

Service Advisors & Writers

Updated

May 9, 2021

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Timing Belt Failure – Interference Engine

Category

Technicians

Updated

April 19, 2021

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