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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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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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Mileage Verification Procedure for Used Engines, Transmissions, and Other Major Used Parts

Category

Parts and Inventory Control

Updated

October 8, 2020

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Parts Ordering Procedure – Getting All The Parts The First Time

Category

Parts and Inventory Control

Updated

September 9, 2020

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Recheck (Comeback) Tracking Sheet Headings

Category

Management

Updated

June 27, 2020

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Service Advisor “Toolbox” Checklist

Category

Service Advisors & Writers

Updated

May 25, 2020

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Diagnostic Code Recording Procedure

Category

Technicians

Updated

April 13, 2020

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Noise (Hum, Whine, Growl, Whir When Driving) Testing Ride With Customer

Category

RO & Invoice Checklists

Updated

March 20, 2020

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Parts Ordering for the Fastest Arrival

Category

Parts and Inventory Control

Updated

March 4, 2020

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Labor Claim RO and Invoice Procedure

Category

Service Advisors & Writers

Updated

February 13, 2020

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Parts – Checking if They Are Correct for The Job

Category

Technicians

Updated

January 23, 2020

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Service Advisor performance report card

Category

Service Advisors & Writers

Updated

January 2, 2020

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Fluid Levels – Adding, refilling, topping off

Category

Technicians

Updated

November 19, 2019

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