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

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Appointment Request (Except Advisors) – Form 2May 16, 2015 Appointment Request (Service Advisor) – Form 4May 16, 2015 Building Maintenance (except shop area) – ChecklistMay 16, 2015 Business Location Rating – ScorecardMay 5, 2015 Buying a Shop – Numbers to CheckJune 11, 2015 Cell Phone PolicySeptember 20, 2016 Comeback Details – FormOctober 6, 2015 Comeback Report FormSeptember 29, 2015 Comeback Tracking – FormMay 5, 2015 Comebacks / Rechecks / Complaints – Policies and ProceduresMay 5, 2015 Competitor Pricing – SurveyMay 16, 2015 Competitor Pricing – Survey 2May 16, 2015 Customer Tracking (Existing) – FormMay 13, 2015 Customer Tracking (New) – FormMay 16, 2015 Employee / Help Wanted: Techs – Ad ExampleMay 17, 2016 Employee / Help Wanted: Service Advisor – AdvertisementMay 16, 2015 Employee / Help Wanted: Techs – HandoutMay 16, 2015 Employee Applicant Questions – ListMay 13, 2015 Employee Applicant Wants – ChecklistMay 13, 2015 Employee Exit – ChecklistMay 13, 2015 Employee Hiring / Help Wanted Ad Content – ChecklistMay 13, 2015 Employee Hiring Ideas – ListMay 13, 2015 Employee Meetings: All Staff – AgendaMay 16, 2015 Employee Meetings: Managers and Advisors – AgendaMay 16, 2015 Employee Review – FormMay 16, 2015 Employee Review – Form 2October 6, 2015 Employee Training Reimbursment and CompensationJanuary 11, 2017 Employee Use of the ShopAugust 6, 2015 Engine Performance Testing – Pricing / DetailsMay 13, 2015 Expense Statement: 100 Line Items to Include – ListMay 16, 2015 Expenses / Budget Plan – FormMay 13, 2015 Expenses / Spending Monitoring – ScheduleMay 13, 2015 Extended Warranty Claim Procedure FormMay 8, 2017 Incident Report – FormMay 13, 2015 Inspections / Testing – Policies and ProceduresMay 16, 2015 Key Numbers to Track – ListMay 13, 2015 Key Numbers Tracking – FormMay 13, 2015 Loaner / Rental Vehicle PolicesApril 19, 2016 Loaner / Rental Vehicle Weekly Inspection – ChecklistMay 13, 2015 Manager Tasks (Daily) – ChecklistMay 16, 2015 Managers Weekly Report for Owner – FormMay 16, 2015 Math Testing for Job Applicants – Answer KeyMay 16, 2015 Math Testing for Job Applicants – TestMay 16, 2015 New Employee – ChecklistMay 16, 2015 Night Drop After Hours Form – 2017April 4, 2017 Office Manager Tasks – ChecklistMay 16, 2015 Opening the Shop – ChecklistMay 16, 2015 Service Advisors and Office Staff Efficiency Tracking – FormMay 6, 2015 Service Process Improvement Questionnaire – Techs and AdvisorsJuly 13, 2015 Shop Foreman – Job DescriptionMay 13, 2015 Shop Opening Procedure – ChecklistMay 5, 2015 Shop Operations – ChecklistMay 16, 2015 Sublet Service / Machine Shop Instructions – FormMay 13, 2015 Symptom Not Occurring PolicyOctober 24, 2016 Time Tracking: Office Staff – FormMay 16, 2015 Vehicle PrioritiesJuly 23, 2015 Vehicle Storage PolicyDecember 11, 2015 Wait Appointments – Policy and ProcedureMay 16, 2015
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