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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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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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Loaner / Rental Vehicle Weekly Inspection – Checklist

Category
Management
Updated
January 14, 2008

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Coolant Service: Three Levels – Menu

Category
Service Advisors & Writers
Updated
December 17, 2007

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Brake Service Three Levels – Menu

Category
Service Advisors & Writers
Updated
December 17, 2007

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Appointment Request (Service Advisor) – Form

Category
Service Advisors & Writers
Updated
October 29, 2007

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Technician Tool Security

Category
Technicians
Updated
August 28, 2007

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Inspection: Every Vehicle – Form

Category
Technicians
Updated
August 28, 2007

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Inspection: Every Vehicle (with vehicle info fields) – Form

Category
Technicians
Updated
August 28, 2007

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Weekly Specials – Schedule

Category
Marketing
Updated
June 26, 2007

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Fluid Leak Dye Testing Checklists – Menu

Category
Service Advisors & Writers
Updated
May 6, 2007

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