Use these ready to go auto repair shop management checklists, procedures, policies and other documents so you don't have to create them from scratch. Includes documents for scheduling, facility maintenance, buying a shop, comebacks, competitors, hiring, expenses, employee meetings, warranties, inspections, key numbers, loaner and rental cars, reports, job descriptions, wait appointments, sublets, advisers, techs, managers, after hours forms, open and close shop checklists, vehicle storage policy, operations policies, and budgeting.
Management
←BackAppointment Request (Except Advisors) – Form 2May 16, 2015Appointment Request (Service Advisor) – Form 4May 16, 2015Building Maintenance (except shop area) – ChecklistMay 16, 2015Business Location Rating – ScorecardMay 5, 2015Buying a Shop – Numbers to CheckJune 11, 2015Cell Phone PolicySeptember 20, 2016Closing the Shop – ChecklistMay 4, 2018Comeback Details – FormOctober 6, 2015Comeback Report FormSeptember 29, 2015Comeback Tracking – FormMay 5, 2015Comebacks / Rechecks / Complaints – Policies and ProceduresMay 5, 2015Competitor Pricing – SurveyMay 16, 2015Competitor Pricing – Survey 2May 16, 2015Customer Tracking (Existing) – FormMay 13, 2015Customer Tracking (New) – FormMay 16, 2015Employee / Help Wanted: Techs – Ad ExampleMay 17, 2016Employee / Help Wanted: Service Advisor – AdvertisementMay 16, 2015Employee / Help Wanted: Techs – HandoutMay 16, 2015Employee Applicant Questions – ListMay 13, 2015Employee Applicant Wants – ChecklistMay 13, 2015Employee Exit – ChecklistMay 13, 2015Employee Hiring / Help Wanted Ad Content – ChecklistMay 13, 2015Employee Hiring Ideas – ListMay 13, 2015Employee Meetings: All Staff – AgendaMay 16, 2015Employee Meetings: Managers and Advisors – AgendaMay 16, 2015Employee Review – FormMay 16, 2015Employee Review – Form 2October 6, 2015Employee Training Reimbursment and CompensationJanuary 11, 2017Employee Use of the ShopAugust 6, 2015Engine Performance Testing – Pricing / DetailsMay 13, 2015Expense Statement: 100 Line Items to Include – ListMay 16, 2015Expenses / Budget Plan – FormMay 13, 2015Expenses / Spending Monitoring – ScheduleMay 13, 2015Extended Warranty Claim Procedure FormMay 8, 2017Extended Warranty Claims – Ollie’s 8 Rules for SuccessAugust 21, 2018Incident Report – FormMay 13, 2015Inspections / Testing – Policies and ProceduresMay 16, 2015Key Numbers to Track – ListMay 13, 2015Key Numbers Tracking – FormMay 13, 2015Loaner / Rental Vehicle PolicesApril 19, 2016Loaner / Rental Vehicle Weekly Inspection – ChecklistMay 13, 2015Manager Tasks (Daily) – ChecklistMay 16, 2015Managers Weekly Report for Owner – FormMay 16, 2015Math Testing for Job Applicants – Answer KeyMay 16, 2015Math Testing for Job Applicants – TestMay 16, 2015New Employee – ChecklistMay 16, 2015Night Drop After Hours Form – 2017April 4, 2017Office Manager Tasks – ChecklistMay 16, 2015Opening the Shop – ChecklistMay 16, 2015Opening the Shop – Checklist 2May 4, 2018Service Advisors and Office Staff Efficiency Tracking – FormMay 6, 2015Service Process Improvement Questionnaire – Techs and AdvisorsJuly 13, 2015Shop Foreman – Job DescriptionMay 13, 2015Shop Operations – ChecklistMay 16, 2015Sublet Service / Machine Shop Instructions – FormMay 13, 2015Symptom Not Occurring PolicyOctober 24, 2016Time Tracking: Office Staff – FormMay 16, 2015Training Completed FormMarch 28, 2018Vehicle PrioritiesJuly 23, 2015Vehicle Storage PolicyDecember 11, 2015Vehicles Not Picked Up or Not Authorized ProcedureMarch 6, 2018Wait Appointments – Policy and ProcedureMay 16, 2015
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