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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

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April 19, 2016

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Pick-up and Delivery & Airport Shuttle Service

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January 18, 2016

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Vehicle Storage Policy

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December 11, 2015

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Incentive System for Service Advisors for Getting Appointments

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November 9, 2015

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Comeback Report Form

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September 29, 2015

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Getting the right parts the first time

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August 27, 2015

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Recommendation Procedure Ratings System

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August 21, 2015

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Appointment Preparation Checklist

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August 13, 2015

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Vehicle Priorities

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July 23, 2015

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Tire Replacement Checklist

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June 23, 2015

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Buying a Shop – Numbers to Check

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June 8, 2015

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Employee / Help Wanted: Techs – Handout

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March 28, 2015

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Customer Preference of Repair Quality Levels

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March 13, 2015

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Maintenance at 30,000 miles – Recommendations

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March 13, 2015

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Radiator / Coolant Hose Replacement – Recommendation

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March 13, 2015

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Bumper to Bumper Inspection – Recommendation

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March 13, 2015

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Air Conditioning Symptoms – Interview

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March 13, 2015

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Employee Hiring / Help Wanted Ad Content – Checklist

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March 8, 2015

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Appointment Request (Except Advisors) – Form version 2

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February 15, 2015

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Parts Sourcing – Form

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January 31, 2015

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Lug Nut Tightening – Policy / Procedure

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January 8, 2015

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Employee Applicant Wants – Checklist

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December 14, 2014

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Special Tool Organization System – Procedure

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August 25, 2014

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Customer Greeting and Interaction: Service Advisor – Procedure version 2

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August 7, 2014

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Employee Review – Form version 2

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July 26, 2014

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