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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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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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Wheel Alignment: Straight Steering Wheel Procedure – Form

Category
Technicians
Updated
July 8, 2014

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Inspections / Testing – Policies and Procedures

Category
Management
Updated
May 18, 2014

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Employee Hiring Ideas – List

Category
Management
Updated
December 15, 2013

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Used Car Shopping made Easier for your Customers

Category
Customers
Updated
November 17, 2013

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Parts Handling – Policies and Procedures

Category
Parts and Inventory Control
Updated
September 2, 2013

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Comebacks / Rechecks / Complaints – Policies and Procedures

Category
Management
Updated
August 4, 2013

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Employee Applicant Questions – List

Category
Management
Updated
June 28, 2013

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Appointment Request (Service Advisor) – Form version 2

Category
Management
Updated
June 10, 2013

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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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