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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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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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WIP / Work in Progress Screen – System

Category
Service Advisors & Writers
Updated
January 20, 2010

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Inspect at No Charge Items – List

Category
Service Advisors & Writers
Updated
December 9, 2009

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Repair Difficulty Levels for Tech Assignments – Guide

Category
Service Advisors & Writers
Updated
November 19, 2009

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Expense Statement: 100 Line Items to Include – List

Category
Management
Updated
October 23, 2009

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Email Gathering by Phoning Customers – Script

Category
Marketing
Updated
September 9, 2009

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Marketing: What to Include – Checklist

Category
Marketing
Updated
August 18, 2009

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Scheduling the Next Appointment – Procedure

Category
Service Advisors & Writers
Updated
July 21, 2009

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Visiting area Repair Shops – Procedure

Category
Marketing
Updated
July 2, 2009

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Recommendations To Do List – Form / Handout 2

Category
Marketing
Updated
May 11, 2009

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Customer Service Survey – Form

Category
Customers
Updated
April 13, 2009

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Email Marketing: What to Include – Checklist

Category
Marketing
Updated
March 13, 2009

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Shop Foreman – Job Description

Category
Management
Updated
February 17, 2009

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