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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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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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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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