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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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Cars In Process When the Technician Has a Day Off

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Service Advisors & Writers

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Minimum Charge – Policy and Procedure

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Vehicle Age – Policy and Procedure

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Appointment ROs on the Schedule Should be Completely Ready

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Storage Fees Procedure

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Price Lock for Declined Recommendations

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Previous Recommendations when making appointments and during drop-off

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Minimum Charge for Declined Service on Non-drivable Vehicles – Procedure

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Customer Did Not Receive Their Emailed Invoice – Procedure

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More Appointments for Declined Recommendations – Procedure

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Interruptions When Talking With Customers – Procedure

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Arrival Times for Incoming Vehicles Procedure

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Road Service Requests Near Our Shop – Procedure

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Seven Ways to Get More Cars on The Schedule

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Calling Appointments for the Next Day – Procedure

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Selling Recommendations to Waiting Customers – Procedure

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Late or Missed Appointments Procedure

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Information From a Customer That is NOT Given Directly to the Advisor Handling the RO or Appointment – Procedure:

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Parking Loaner Cars in the Shop Overnight – Policy and Procedures

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Parts: Pick-up or Wait for Delivery? – Policy and Procedure

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Getting Faster Authorizations

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Priority and Order of Tasks on a New RO

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Vehicle Arrival – Service Advisor Procedure

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Waiter Appointment Channel in Slack

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Preventing Price Confusion and Unhappy Customers – Policy

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