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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

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November 7, 2021

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CAR PURCHASE DRIVE AWAY CHECKLIST FOR CUSTOMERS

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October 24, 2021

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Location of locking lug nut tools

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October 5, 2021

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How Soon Can I Bring in my Car

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September 20, 2021

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Communication between Shop Staff Policy

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August 16, 2021

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Instructions Drawing on a Photo on an RO or Inspection

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August 1, 2021

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Waiting for Service – Customer Questions and Answers

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May 9, 2021

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Timing Belt Failure – Interference Engine

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April 19, 2021

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New Equipment Arrival Procedure Checklist

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March 30, 2021

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Canned Job Kits Labor Text – Air Conditioning and Heating

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March 11, 2021

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Canned Job Kits Labor Text – Cooling System

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January 11, 2021

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Canned Job Kits Labor Text – Steering and Suspension

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December 22, 2020

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Canned Job Kits Labor Text – Brakes

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November 20, 2020

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Inspection Photos Procedure

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November 2, 2020

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

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October 8, 2020

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Parts Ordering Procedure – Getting All The Parts The First Time

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September 9, 2020

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Recheck (Comeback) Tracking Sheet Headings

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June 27, 2020

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Service Advisor “Toolbox” Checklist

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May 25, 2020

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Diagnostic Code Recording Procedure

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April 13, 2020

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

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March 20, 2020

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Parts Ordering for the Fastest Arrival

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March 4, 2020

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Labor Claim RO and Invoice Procedure

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February 13, 2020

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Parts – Checking if They Are Correct for The Job

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January 23, 2020

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Service Advisor performance report card

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January 2, 2020

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Fluid Levels – Adding, refilling, topping off

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November 19, 2019

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