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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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Expenses / Spending Monitoring – Schedule

Category
Management
Updated
August 24, 2012

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Key Numbers Tracking – Form

Category
Management
Updated
April 19, 2012

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Building Maintenance (except shop area) – Checklist

Category
Management
Updated
July 29, 2011

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Wait Appointments – Policy and Procedure

Category
Management
Updated
March 25, 2011

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Incident Report – Form

Category
Management
Updated
December 22, 2010

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Employee Exit – Checklist

Category
Management
Updated
October 30, 2010

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Service Advisors and Office Staff Efficiency Tracking – Form

Category
Management
Updated
May 11, 2010

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New Employee – Checklist

Category
Management
Updated
April 23, 2010

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Sublet Service / Machine Shop Instructions – Form

Category
Management
Updated
February 9, 2010

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Expense Statement: 100 Line Items to Include – List

Category
Management
Updated
October 23, 2009

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Shop Foreman – Job Description

Category
Management
Updated
February 17, 2009

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Expenses / Budget Plan – Form

Category
Management
Updated
December 2, 2008

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Managers Weekly Report for Owner – Form

Category
Management
Updated
November 5, 2008

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Key Numbers to Track – List

Category
Management
Updated
September 9, 2008

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Business Location Rating – Scorecard

Category
Management
Updated
May 9, 2008

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Engine Performance Testing – Pricing / Details

Category
Management
Updated
March 26, 2008

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Loaner / Rental Vehicle Weekly Inspection – Checklist

Category
Management
Updated
January 14, 2008

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Math Testing for Job Applicants – Test

Category
Management
Updated
February 28, 2007

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Math Testing for Job Applicants – Answer Key

Category
Management
Updated
February 28, 2007

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Manager Tasks (Daily) – Checklist

Category
Management
Updated
November 4, 2006

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Competitor Pricing – Survey version 2

Category
Management
Updated
January 16, 2005

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Comeback Tracking – Form

Category
Management
Updated
May 1, 2004

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Competitor Pricing – Survey

Category
Management
Updated
May 1, 2004

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Customer Tracking (Existing) – Form

Category
Management
Updated
May 1, 2004

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Customer Tracking (New) – Form

Category
Management
Updated
May 1, 2004

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