Home » Documents

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.

Editing Document’s Directions

Results: 84

Sort by:

Ten Ideas for Working with Extended Warranty Companies

Category
Management
Updated
September 25, 2018

Premium Membership Feature

Sign up or sign in to view

Extended Warranty Claims – Ollie’s 8 Rules for Success

Category
Management
Updated
August 21, 2018

Premium Membership Feature

Sign up or sign in to view

Opening the Shop – Checklist 2

Category
Management
Updated
May 4, 2018

Premium Membership Feature

Sign up or sign in to view

Training Completed Form

Category
Management
Updated
March 28, 2018

Premium Membership Feature

Sign up or sign in to view

Vehicles Not Picked Up or Not Authorized Procedure

Category
Management
Updated
March 7, 2018

Premium Membership Feature

Sign up or sign in to view

Extended Warranty Claim Procedure Form

Category
Management
Updated
May 8, 2017

Premium Membership Feature

Sign up or sign in to view

Employee Training Reimbursement and Compensation

Category
Management
Updated
January 11, 2017

Premium Membership Feature

Sign up or sign in to view

Symptom Not Occurring Policy

Category
Management
Updated
October 24, 2016

Premium Membership Feature

Sign up or sign in to view

Cell Phone Policy

Category
Management
Updated
September 20, 2016

Premium Membership Feature

Sign up or sign in to view

Employee / Help Wanted: Techs – Ad Example

Category
Management
Updated
May 17, 2016

Premium Membership Feature

Sign up or sign in to view

Loaner / Rental Vehicle Polices

Category
Management
Updated
April 19, 2016

Premium Membership Feature

Sign up or sign in to view

Vehicle Storage Policy

Category
Management
Updated
December 11, 2015

Premium Membership Feature

Sign up or sign in to view

Comeback Report Form

Category
Management
Updated
September 29, 2015

Premium Membership Feature

Sign up or sign in to view

Vehicle Priorities

Category
Management
Updated
July 23, 2015

Premium Membership Feature

Sign up or sign in to view

Employee / Help Wanted: Techs – Handout

Category
Management
Updated
March 28, 2015

Premium Membership Feature

Sign up or sign in to view

Employee Hiring / Help Wanted Ad Content – Checklist

Category
Management
Updated
March 8, 2015

Premium Membership Feature

Sign up or sign in to view

Appointment Request (Except Advisors) – Form version 2

Category
Management
Updated
February 15, 2015

Premium Membership Feature

Sign up or sign in to view

Employee Applicant Wants – Checklist

Category
Management
Updated
December 14, 2014

Premium Membership Feature

Sign up or sign in to view

Employee Review – Form version 2

Category
Management
Updated
July 26, 2014

Premium Membership Feature

Sign up or sign in to view

Inspections / Testing – Policies and Procedures

Category
Management
Updated
May 18, 2014

Premium Membership Feature

Sign up or sign in to view

Employee Hiring Ideas – List

Category
Management
Updated
December 15, 2013

Premium Membership Feature

Sign up or sign in to view

Comebacks / Rechecks / Complaints – Policies and Procedures

Category
Management
Updated
August 4, 2013

Premium Membership Feature

Sign up or sign in to view

Employee Applicant Questions – List

Category
Management
Updated
June 28, 2013

Premium Membership Feature

Sign up or sign in to view

Appointment Request (Service Advisor) – Form version 2

Category
Management
Updated
June 10, 2013

Premium Membership Feature

Sign up or sign in to view

Comeback Details – Form

Category
Management
Updated
April 28, 2013

Premium Membership Feature

Sign up or sign in to view