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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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Estimate Presentation – Worksheet

Category

Service Advisors & Writers

Updated

May 18, 2013

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Comeback Details – Form

Category

Management

Updated

April 28, 2013

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Service Advisor Priorities – Guidelines

Category

Service Advisors & Writers

Updated

January 6, 2013

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Cooling System Inspection / Testing – Checklist version 2

Category

RO & Invoice Checklists

Updated

November 13, 2012

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Marketing your Shop with Photos – Checklist

Category

Marketing

Updated

September 11, 2012

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Expenses / Spending Monitoring – Schedule

Category

Management

Updated

August 24, 2012

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Points of Contact Shop Evaluation – Form

Category

Updated

June 8, 2012

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Key Numbers Tracking – Form

Category

Management

Updated

April 19, 2012

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Building Maintenance (Shop area) – Checklist version 2

Category

Shop

Updated

March 20, 2012

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Maintenance History Check and Estimating – Form

Category

Service Advisors & Writers

Updated

February 21, 2012

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Engine Replacement – Notes for Techs and Customers

Category

RO & Invoice Notes

Updated

January 5, 2012

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Maintenance Intervals for Vehicles above 120,000 Miles – Chart

Category

Service Advisors & Writers

Updated

December 12, 2011

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Vibration Inspection / Testing – Checklist

Category

Technicians

Updated

October 20, 2011

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Building Maintenance (except shop area) – Checklist

Category

Management

Updated

July 29, 2011

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Oil Change Service – Procedures

Category

Service Advisors & Writers

Updated

April 25, 2011

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Wait Appointments – Policy and Procedure

Category

Management

Updated

March 25, 2011

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Marketing Ideas to Attract New Customers – List

Category

Marketing

Updated

January 21, 2011

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Incident Report – Form

Category

Management

Updated

December 22, 2010

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Employee Exit – Checklist

Category

Management

Updated

October 30, 2010

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Parking Lot Maintenance – Checklist

Category

Marketing

Updated

August 19, 2010

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Marketing: Maintenance Package – Sample

Category

Marketing

Updated

June 18, 2010

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Service Advisors and Office Staff Efficiency Tracking – Form

Category

Management

Updated

May 11, 2010

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New Employee – Checklist

Category

Management

Updated

April 23, 2010

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Parts Deposit – Policy

Category

Parts and Inventory Control

Updated

March 16, 2010

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Sublet Service / Machine Shop Instructions – Form

Category

Management

Updated

February 9, 2010

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