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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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Automotive Technician Performance Report Card

Category

Technicians

Updated

October 29, 2019

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Time Clocking Quiz for Technicians

Category

Technicians

Updated

October 12, 2019

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Key Handling Procedure

Category

Management

Updated

September 4, 2019

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Part Receiving Procedure Upon Part Arrival

Category

Parts and Inventory Control

Updated

June 26, 2019

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Technician Idle – Tracking the Cause and Lost Time

Category

Technicians

Updated

June 12, 2019

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Employee Parts Purchases

Category

Parts and Inventory Control

Updated

June 3, 2019

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Wheel Alignment Labor Times

Category

Technicians

Updated

May 19, 2019

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Part Returns – Tracking Form for Why They Occur

Category

Parts and Inventory Control

Updated

May 3, 2019

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Auto Shop Manager Annual Checklist – 10 Must do Tasks

Category

Management

Updated

April 19, 2019

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Auto Shop Manager Quarterly Checklist – 10 Must do Tasks

Category

Management

Updated

April 12, 2019

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Auto Shop Manager Monthly Checklist – 10 Must do Tasks

Category

Management

Updated

April 5, 2019

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Auto Shop Manager Weekly Checklist – 10 Must do Tasks

Category

Management

Updated

March 28, 2019

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Auto Shop Manager Daily Checklist – 10 Must do Tasks

Category

Management

Updated

March 20, 2019

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Labor Time Review Form

Category

Technicians

Updated

March 13, 2019

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Electrical Power Loss / Emergency Checklist for Shop

Category

Management

Updated

February 11, 2019

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Overheating or Low Coolant Level Policy

Category

Service Advisors & Writers

Updated

January 22, 2019

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Fuel (Contaminated) Handling and Disposal – Billing Procedure

Category

Service Advisors & Writers

Updated

December 26, 2018

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Testing / Inspections – One or More Wheels Get Hot – Procedure

Category

Technicians

Updated

December 9, 2018

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Estimates / Quotes by Email Disclaimer

Category

Service Advisors & Writers

Updated

November 27, 2018

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EVAP Issues – Policy for Reducing Comebacks

Category

Technicians

Updated

November 19, 2018

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Job Offer Details

Category

Management

Updated

November 13, 2018

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Ignition Coil Replacement Policy

Category

Technicians

Updated

November 5, 2018

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Noise Diagnosis – Riding with Customers to Observe – Procedure

Category

Service Advisors & Writers

Updated

October 26, 2018

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Noise Symptom Not Occurring Policy

Category

RO & Invoice Write-Up

Updated

October 16, 2018

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Form for Creating Employee Profiles for Your Shop’s Website

Category

Marketing

Updated

October 9, 2018

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