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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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Fluid Level Inspection Results Definitions

Category

Technicians

Updated

January 4, 2018

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Belt Related Noise Testing and Inspection

Category

Technicians

Updated

December 1, 2017

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How to Create an Inspection Results Video for Customers and Marketing

Category

Service Advisors & Writers

Updated

October 30, 2017

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

Category

Technicians

Updated

September 22, 2017

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Determining the Priority of Vehicles to be serviced

Category

Service Advisors & Writers

Updated

August 22, 2017

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Quick Service Cart System and Set-up 

Category

Updated

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

Category

Technicians

Updated

June 14, 2017

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Extended Warranty Claim Procedure Form

Category

Management

Updated

May 8, 2017

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After Hours / Nite Drop Form Version 2

Category

Customers

Updated

February 14, 2017

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Employee Training Reimbursement and Compensation

Category

Management

Updated

January 11, 2017

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Technician Efficiency

Category

Updated

December 3, 2016

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Symptom Not Occurring Policy

Category

Management

Updated

October 24, 2016

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Cell Phone Policy

Category

Management

Updated

September 20, 2016

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

Category

Technicians

Updated

August 29, 2016

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Headlight Lens Refinishing Procedure

Category

Technicians

Updated

July 26, 2016

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Test Drive Policy

Category

Technicians

Updated

June 20, 2016

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Employee / Help Wanted: Techs – Ad Example

Category

Management

Updated

May 17, 2016

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Loaner / Rental Vehicle Polices

Category

Management

Updated

April 19, 2016

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Pick-up and Delivery & Airport Shuttle Service

Category

Marketing

Updated

January 18, 2016

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Vehicle Storage Policy

Category

Management

Updated

December 11, 2015

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Incentive System for Service Advisors for Getting Appointments

Category

Service Advisors & Writers

Updated

November 9, 2015

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Comeback Report Form

Category

Management

Updated

September 29, 2015

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Getting the right parts the first time

Category

Updated

August 27, 2015

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Recommendation Procedure Ratings System

Category

Technicians

Updated

August 21, 2015

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Appointment Preparation Checklist

Category

Service Advisors & Writers

Updated

August 13, 2015

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