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Checklists, Forms, Menus, RO Notes, Policies, Procedures, Promotions, Recommendations, Systems
Included with Premium Membership – $29 for 3 months, or $99 for one year
Additional Repair Required – Note
After Hours / Night Drop / Early bird – Procedure
After Hours / Night Drop / Early Bird Instructions – Form
After Hours Pick-up – Note
Air Conditioning Equipment Maintenance – Checklist
Air Conditioning Inspection / Test – Checklist
Air Conditioning Leak – Notes
Air Conditioning Service: Three Levels – Menu
Air Conditioning Symptoms – Interview
Appointment Preparation Checklist
Appointment Request (Except Advisors) – Form
Appointment Request (Except Advisors) – Form 2
Appointment Request (Mitchell / ShopKey) – Form 2
Appointment Request (Service Advisor) – Form 3
Appointment Request (Service Advisor) – Form 4
Axle / Differential Service Inspection – Checklist
Benefits Included with Your Service – Note
Blower Inspection / Testing – Checklist
Brake and Wheel Alignment – Promotion
Brake Noise, Parking Brake use – Notes
Brake Service Three Levels – Menu
Brakes Inspection / Testing (Disc / Disc) – Checklist
Brakes Inspection / Testing (Drum / Drum) – Checklist
Building Maintenance (except shop area) – Checklist
Building Maintenance (Shop area) – Checklist
Building Maintenance (Shop area) – Checklist 2
Building Maintenance Weekly – Checklist
Bumper to Bumper Inspection – Promotion
Business Location Rating – Scorecard
Buying a Shop – Numbers to Check
Car for Sale Preparation – Checklist
Carbureted Vehicle Starting Instructions – Handout
Catalytic Converter Failure – Note
Charging / Starting Inspection / Testing – Checklist
Check Engine / Service Engine Soon Light – Notes
Clutch Replacement Inspection – Checklist
Comeback Details – Form
Comeback Report Form
Comeback Tracking – Form
Comebacks / Rechecks / Complaints – Policies and Procedures
Competitor Pricing – Survey
Competitor Pricing – Survey 2
Coolant Leak Inspection / Testing – Checklist
Coolant Service: Three Levels – Menu
Cooling System (Coolant in Oil, Overheating, Stop Leak) – Notes
Cooling System Inspection / Testing – Checklist
Cooling System Inspection / Testing – Checklist 2
Cruise Control Inspection / Testing – Checklist
Customer Check Out – Procedure
Customer Greeting and Interaction: All Employees – Procedure
Customer Greeting and Interaction: Service Advisor – Procedure
Customer Greeting and Interaction: Service Advisor – Procedure 2
Customer Interaction Topics – List
Customer Preference of Repair Quality Levels 2
Customer Service Survey – Form
Customer Tracking (Existing) – Form
Customer Tracking (New) – Form
Diagnostic Process – Procedure
Electrical / Fuse / Wiring Failure Cause Not Found / Unknown – Note
Email Gathering by Phoning Customers – Script
Email Marketing: What to Include – Checklist
Employee / Help Wanted: Service Advisor – Advertisement
Employee / Help Wanted: Techs – Handout
Employee Applicant Questions – List
Employee Applicant Wants – Checklist
Employee Exit – Checklist
Employee Hiring / Help Wanted Ad Content – Checklist
Employee Hiring Ideas – List
Employee Meetings: All Staff – Agenda
Employee Meetings: Managers and Advisors – Agenda
Employee Review – Form
Employee Review – Form 2
Employee Use of the Shop
Engine / Transmission Estimating – Form
Engine Damage from Low Oil Level – Note
Engine Performance Testing – Pricing / Details
Engine Replacement – Notes for Techs and Customers
Engine Replacement Inspection – Checklist
Estimate Preparation – Procedure
Estimate Presentation – Worksheet
Estimating Details – Form
Every Vehicle Inspection – Checklist
Expense Statement: 100 Line Items to Include – List
Expenses / Budget Plan – Form
Expenses / Spending Monitoring – Schedule
Fluid Leak Dye Testing Checklists – Menu
Fluid Services – Recommendations
Fluid Very Dirty / May Need to Repeat Service – Note
Fuel Cap Must Be Fully Tightened – Note
Fuel Filter Seized – Note
Fuel Injection Maintenance: Three Levels – Menu
Fuel Leak Inspection / Testing – Checklist
Fuel Leakage – Notes
Fuel Mileage Calculation – Form
Fuel Pump Replacement Inspection – Checklist
Fuel Supply System Inspection / Testing – Checklist
Getting the right parts, the first time
Great Service Advisor – Description
Head Gasket Replacement Inspection – Checklist
Heater Inspection / Testing – Checklist
Incentive System for Service Advisors for Getting Appointments
Incident Report – Form
Inspect at No Charge Items – List
Inspection: Every Vehicle – Form
Inspection: Every Vehicle (with vehicle info fields) – Form
Inspections / Testing – Policies and Procedures
Insurance: How to Buy – Class
Intake Manifold Service Inspection – Checklist
Intermittent Symptoms – Notes
Inventory Organization System – Procedure
Job Kits / Canned Jobs Titles – Procedure
Key Numbers to Track – List
Key Numbers Tracking – Form
Labor Rates: Different Categories of Repair – Guide
Lighting Inspection / Testing – Checklist
Loaner / Rental Vehicle Weekly Inspection – Checklist
Lug Nut Tightening – Policy / Procedure
Maintenance at 30,000 miles – Recommendations
Maintenance at 50,000 miles – Recommendations
Maintenance History Check and Estimating – Form
Maintenance Intervals for Vehicles above 120,000 Miles – Chart
Maintenance Services – Menu
Maintenance Services Menu – Sign
Manager Tasks (Daily) – Checklist
Managers Weekly Report for Owner – Form
Marketing Asian Vehicle Service – Promotion
Marketing Ideas for Slow Days – List
Marketing Ideas to Attract New Customers – List
Marketing with Mail – Guidelines
Marketing your Shop with Photos – Checklist
Marketing: Maintenance Package – Sample
Marketing: What to Include – Checklist
Math Testing for Job Applicants – Answer Key
Math Testing for Job Applicants – Test
Multiple Repair Issues May Exist – Note
New Employee – Checklist
Notes on R.O. / Invoice – Guide
Office Manager Tasks – Checklist
Oil Change Service – Procedures
Oil Change Three Levels – Checklists for Techs
Oil Change Three Levels – Checklists for Techs 2
Oil Change Three Levels – Menu
Oil Consumption Inspection / Testing – Checklist
Oil Leak Inspection / Testing – Checklist
Opening the Shop – Checklist
Parking Lot Maintenance – Checklist
Parts and Cores Handling – Procedure
Parts Deposit – Policy
Parts Handling – Policies and Procedures
Parts Handling: Warranty / Defective – Procedure
Parts Pricing – Guide
Parts Sources: Import Vehicles – Form
Parts Sourcing – Form
Phone Estimate Request Procedure – Form
Pick-up and Delivery & Airport Shuttle Service
Points of Contact Shop Evaluation – Form
Power Lock Inspection / Testing – Checklist
Power Steering Damage from Low Fluid – Note
Power Steering Leak Inspection / Testing – Checklist
Preventive Maintenance Inspection – Checklist
Preventive Maintenance Scorecard – Handout
Quality Control after Service Completion – Checklist
Questions for New Customers – List
R.O. / Invoice Completion – Checklist
Radiator / Coolant Hose Replacement – Recommendation 2
Radio / Clock Reset after Battery Disconnect – Notes
Rain / Water Leak Repair – Note
Recommendation Procedure Ratings System
Recommendations To Do List – Form / Handout
Recommendations To Do List – Form / Handout 2
Repair Difficulty Levels for Tech Assignments – Guide
Repair vs. Replace Cost – Notes
Scheduling the Next Appointment – Procedure
Scheduling: Estimated Hours to Reserve – Guide
Seasonal General Inspection – Checklist
Selling Estimated Services – Guide
Service Advisor Job – Guidelines
Service Advisor Priorities – Guidelines
Service Advisor Tasks (Daily) – Checklist
Service Advisor Tasks (Daily) – Checklist 2
Service Advisors and Office Staff Efficiency Tracking – Form
Service Process Improvement Questionnaire – Techs and Advisors
Shop Foreman – Job Description
Shop Needs – Form
Shop Opening Procedure – Checklist
Shop Operations – Checklist
Shop Supplies Reorder – Checklist
Spark Plug(s) Seized – Note
Special Tool Organization System – Procedure
Steering and Suspension Inspection / Testing – Checklist
Sublet Service / Machine Shop Instructions – Form
Symptoms (General) – Interview
Technician Tool Security
Test Driving Limited by Weather
Time Tracking: Office Staff
Timing Belt Inspection
Tips for Customers
Tips for Customers
Tire Pricing
Tire Pulling
Tire Replacement Checklist
Transmission Inspection / Testing
Transmission Leak Inspection / Testing
Transmission Maintenance Three levels
Transmission Remove and Install
Transmission: Excess Debris in Filter
Tune-up / Engine Performance Maintenance Inspection
Tune-up Maintenance Three levels
Tune-Up not for Correcting Symptoms
Used Car Shopping made Easier for your Customers
Used Vehicle Inspection
Vehicle Arrived Not Running
Vehicle Information
Vehicle Inspection (full)
Vehicle Priorities
Vehicle Replacement Cost Calculator
Vehicle Storage Policy
Vibration Inspection / Testing
Visiting area Repair Shops
Wait Appointments
Walk Around Write-up on Vehicle Arrival
Warranties
Warranty Billing
Website: Items to Include
Websites and Software Programs for Service Advisors
Weekly Specials
Wheel Alignment Inspection 4 Wheel
Wheel Alignment Inspection 4×4 / AWD
Wheel Alignment Inspection FWD
Wheel Alignment Inspection RWD
Wheel alignment Three levels
Wheel Alignment: Straight Steering Wheel Procedure
Window Inspection / Testing
Windshield Washers Inspection / Testing
WIP / Work in Progress Screen
Wiper Service#managementdocuments
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