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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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Noise Diagnosis – Riding with Customers to Observe – Procedure

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October 26, 2018

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Noise Symptom Not Occurring Policy

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October 16, 2018

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Form for Creating Employee Profiles for Your Shop’s Website

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October 9, 2018

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Ten Ideas for Working with Extended Warranty Companies

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September 25, 2018

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Extended Warranty Claims – Ollie’s 8 Rules for Success

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August 21, 2018

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Canned Job Kit Creation Instructions – Vehicle Specific

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July 5, 2018

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Oil Consumption Inspection Checklist

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June 5, 2018

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Opening the Shop – Checklist 2

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May 4, 2018

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Training Completed Form

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March 28, 2018

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Vehicles Not Picked Up or Not Authorized Procedure

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March 7, 2018

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Fluid Leak Definitions

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February 6, 2018

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Fluid Level Inspection Results Definitions

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January 4, 2018

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Belt Related Noise Testing and Inspection

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December 1, 2017

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How to Create an Inspection Results Video for Customers and Marketing

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October 30, 2017

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Brake Pulsation Policy when Rear Brakes are Needed and Front Inspect OK

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September 22, 2017

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Determining the Priority of Vehicles to be serviced

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August 22, 2017

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Quick Service Cart System and Set-up 

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July 18, 2017

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50 Questions Every Tech Should Ask and Every Shop Owner Should be Prepared to Answer when There is a Job Offer

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June 14, 2017

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Extended Warranty Claim Procedure Form

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May 8, 2017

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After Hours / Nite Drop Form Version 2

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February 14, 2017

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Employee Training Reimbursement and Compensation

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January 11, 2017

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Technician Efficiency

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December 3, 2016

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Symptom Not Occurring Policy

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October 24, 2016

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Cell Phone Policy

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September 20, 2016

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Recall Procedure – “Outstanding Recalls” Line on our Courtesy Inspection form

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August 29, 2016

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