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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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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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Ten Ideas for Working with Extended Warranty Companies

Category
Management
Updated
September 25, 2018

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Extended Warranty Claims – Ollie’s 8 Rules for Success

Category
Management
Updated
August 21, 2018

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Canned Job Kit Creation Instructions – Vehicle Specific

Category
Service Advisors & Writers
Updated
July 5, 2018

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Oil Consumption Inspection Checklist

Category
RO & Invoice Checklists
Updated
June 5, 2018

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Opening the Shop – Checklist 2

Category
Management
Updated
May 4, 2018

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Training Completed Form

Category
Management
Updated
March 28, 2018

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Vehicles Not Picked Up or Not Authorized Procedure

Category
Management
Updated
March 7, 2018

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Fluid Leak Definitions

Category
Technicians
Updated
February 6, 2018

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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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