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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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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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Vehicle Priorities

Category

Management

Updated

July 23, 2015

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Tire Replacement Checklist

Category

RO & Invoice Checklists

Updated

June 23, 2015

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Buying a Shop – Numbers to Check

Category

Updated

June 8, 2015

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Employee / Help Wanted: Techs – Handout

Category

Management

Updated

March 28, 2015

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Customer Preference of Repair Quality Levels

Category

Customers

Updated

March 13, 2015

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Maintenance at 30,000 miles – Recommendations

Category

RO & Invoice Recommendations

Updated

March 13, 2015

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Radiator / Coolant Hose Replacement – Recommendation

Category

RO & Invoice Recommendations

Updated

March 13, 2015

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Bumper to Bumper Inspection – Recommendation

Category

RO & Invoice Recommendations

Updated

March 13, 2015

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Air Conditioning Symptoms – Interview

Category

RO & Invoice Write-Up

Updated

March 13, 2015

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Employee Hiring / Help Wanted Ad Content – Checklist

Category

Management

Updated

March 8, 2015

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Appointment Request (Except Advisors) – Form version 2

Category

Management

Updated

February 15, 2015

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Parts Sourcing – Form

Category

Parts and Inventory Control

Updated

January 31, 2015

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Lug Nut Tightening – Policy / Procedure

Category

Technicians

Updated

January 8, 2015

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Employee Applicant Wants – Checklist

Category

Management

Updated

December 14, 2014

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Special Tool Organization System – Procedure

Category

Shop

Updated

August 25, 2014

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Customer Greeting and Interaction: Service Advisor – Procedure version 2

Category

Service Advisors & Writers

Updated

August 7, 2014

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Employee Review – Form version 2

Category

Management

Updated

July 26, 2014

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