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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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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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New Equipment Arrival Procedure Checklist

Category
Shop
Updated
March 30, 2021

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Canned Job Kits Labor Text – Air Conditioning and Heating

Category
Canned Job Kits
Updated
March 11, 2021

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Canned Job Kits Labor Text – Cooling System

Category
Canned Job Kits
Updated
January 11, 2021

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Canned Job Kits Labor Text – Steering and Suspension

Category
Canned Job Kits
Updated
December 22, 2020

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Canned Job Kits Labor Text – Brakes

Category
Canned Job Kits
Updated
November 20, 2020

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Inspection Photos Procedure

Category
Technicians
Updated
November 2, 2020

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