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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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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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Expenses / Budget Plan – Form

Category

Management

Updated

December 2, 2008

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Managers Weekly Report for Owner – Form

Category

Management

Updated

November 5, 2008

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Websites and Software Programs for Service Advisors – Form

Category

Service Advisors & Writers

Updated

October 3, 2008

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Key Numbers to Track – List

Category

Management

Updated

September 9, 2008

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Website: Items to Include – Checklist

Category

Marketing

Updated

August 9, 2008

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Parts Handling: Warranty / Defective – Procedure

Category

Parts and Inventory Control

Updated

July 21, 2008

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Parts and Cores Handling – Procedure

Category

Parts and Inventory Control

Updated

July 21, 2008

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Walk Around Write-up on Vehicle Arrival – Form

Category

Service Advisors & Writers

Updated

June 2, 2008

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Tire Pricing – Chart

Category

Parts and Inventory Control

Updated

May 9, 2008

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Maintenance Services Menu – Sign

Category

Marketing

Updated

May 9, 2008

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Business Location Rating – Scorecard

Category

Management

Updated

May 9, 2008

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Engine Performance Testing – Pricing / Details

Category

Management

Updated

March 26, 2008

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Job Kits / Canned Jobs Titles – Procedure

Category

Service Advisors & Writers

Updated

February 11, 2008

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