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List of Documents in the Premium area – Automotive Management Network
Management
Closing the shop checklist
Employee review form
Shop meeting agenda form – All staff
Shop meeting agenda form – Service advisors / managers
Office manager tasks checklist
Opening the shop checklist
Service advisor help wanted advertisement
Shop operations checklist
Comeback tracking form
Pricing survey – Competitors (version 1)
Existing customer tracking form
New customer tracking form
Time tracking – Office staff
Pricing survey – Competitors (version 2)
Service advisor / manager daily tasks checklist
Mathematics test for job applicants
Mathematics test answer key
Loaner / rental car weekly inspection checklist
Engine performance testing pricing and details
Business location rating scorecard
Key numbers to track
Manager’s weekly report for shop owner
Budget plan
Job description – Shop foreman
Expense statement – 100 line items to include
Machine shop / sublet instructions / details form
New employee checklist
Efficiency tracking – Service advisors and office staff
Employee exit checklist
Incident report form
Wait appointment guidelines
Building maintenance checklist (except shop area)
Key numbers – Tracking sheet
Expenses and spending monitoring schedule
Comeback details form
Appointment Taking Procedure (version 4)
Initial questions for job applicants
Comebacks, rechecks & complaints – Policies and procedures
Employee hiring ideas listCustomers
Car starting instructions for vehicle with carburetors
Fuel mileage calculation form
After hours / Night drop / Early bird form / instructions
Customer service survey form
Make Used Car Shopping easier for your CustomersParts and Inventory Control
Import car sources form
Inventory organization system instructions
Tire pricing chart
Parts cores labeling and handling system
Warranty / defective parts handling policy
Parts deposit policy
Parts policies and proceduresService Advisors and Writers
Appointment taking procedure for employees who are not advisors (version 1)
Customer check out procedure
Customer greeting and phone procedure – All staff
Customer greeting procedure – Service advisors
Oil change checklists – Three levels for techs to use #1
Oil change checklists – Three levels for techs to use #2
Oil change service – Three levels menu
R.O. / invoice completion checklist
Service advisor daily schedule / tasks checklist #1
Service advisor daily schedule / tasks checklist #2
Slow day ideas for service advisors
Preventive maintenance scorecard handout for customer’s vehicles
Wheel alignment – Three levels menu
Car service to do list to give to customers
Scheduling – Estimating how many hours
Tune-up maintenance – Three levels menu
Phone estimate request procedure form
Estimate preparation
Appointment taking procedure – Mitchell / ShopKey (version 2)
Great service advisor description
After hours / night drop procedure
Service advisor notes usage
Warranties
Selling estimated services
Warranty billing procedure
Parts pricing guide
Topics for chatting with customer
Labor rates guide for different categories of repair
Service advisor general guidelines
Estimating form for making sure everything is covered
Air conditioning service – Three levels menu
Transmission maintenance – Three levels menu
Engine/transmission estimating form
Fuel injection maintenance – Three levels menu
Fluid leak dye testing checklists menu
Appointment taking form for service advisor (version 3)
Brake maintenance – Three levels menu
Coolant flush – Three levels menu
Job kits & canned jobs titles system
Walk around write up form when taking car in
Software programs and websites for service advisors to use
Scheduling the next appointment
Repair difficulty levels for tech assignments
Items that we will test or inspect no charge
In progress screen system
Oil change service guidelines
Maintenance schedules to use for vehicles with 125,000 to 250,000 miles
Maintenance history check and estimating
Service Advisor priorities
Estimate presentation worksheetRO and Invoice Checklists
Air conditioning testing / inspection checklist
Blower testing / inspection checklist
Lighting testing / inspection checklist
Brakes testing / inspection checklist disc / drum
Brakes testing / inspection checklist disc / disc
Used vehicle inspection checklist
Charging / starting system testing / inspection checklist
Coolant leak testing / inspection checklist
Cooling system testing / inspection checklist
Cruise control testing / inspection checklist
Head gasket replacement inspection checklist
Tune up / engine performance maintenance inspection checklist
Engine replacement inspection checklist
Fuel leak testing / inspection checklist
Fuel pump removal inspection checklist
Fuel supply system testing / inspection checklist
Heater testing / inspection checklist
Every car inspection checklist
Intake manifold removal inspection checklist
Preventive maintenance inspection checklist
Oil consumption testing / inspection checklist
Oil leak testing / inspection checklist
Power lock testing / inspection checklist
Power steering leak testing / inspection checklist
Quality control checklist for vehicle completion
Seasonal dependability inspection
Steering and suspension testing / inspection checklist
Timing belt inspection checklist
Transmission leak testing / inspection checklist
Transmission remove and install checklist
Transmission testing inspection checklist
Vehicle information form
Washers testing / inspection checklist
Wheel alignment inspection checklist – 4×4 / AWD
Wheel alignment inspection checklist – Four wheel
Wheel alignment inspection checklist – Front wheel drive
Wheel alignment inspection checklist – Rear wheel drive
Window testing / inspection checklist
Axle / differential service inspection checklist
Clutch replacement inspection checklist
Cooling system testing / inspection checklistMarketing
Brake and wheel alignment promotion
Asian car service promotion
Bumper to bumper inspection promotion
Postcard mailer guidelines
Vehicle replacement cost calculator
Common services menu
Wiper service menu
Weekly specials – 13 week schedule
Maintenance services – Menu sign
Website – Checklist for what to include
Email marketing – Checklist for what to include
Car care to do list handout for customers
Visiting local repair shops – Procedure
Marketing information – Checklist for what to include
Gathering customer emails – Phone calling script
Special – The ultimate maintenance package
Parking lot maintenance checklist
Attracting new customers – Five ideas
Points of contact at your shop – Evaluation form
Photo checklist for marketing your shop
Shop – Newest documents at the bottom of the page
Car for sale preparation checklistShop
Air conditioning equipment maintenance form
Building maintenance weekly schedule
Shop needs form
Shop supplies reorder checklist
Building maintenance checklist – Shop area (version 1)
Building maintenance checklist – Shop areaRO and Invoice Notes
After hours pick-up note
Air conditioning system leak notes
Benefits for you included with this service note
Brake notes (noise, parking brake use)
Vehicle arrived not running note
Catalytic converter failure note
Check engine / service engine soon light notes
Cooling system notes (coolant in oil, overheating, stop leak)
Fuse / wiring failure cause not found / unknown note
Tune-up not for fixing symptoms note
Fuel leakage notes
Fluid very dirty – May need to repeat service note
Fuel cap must be fully tightened note
Fuel filter seized note
Additional repair required note
Intermittent symptoms notes
Engine damage from low oil level note
Power steering damage from low fluid note
Radio / clock reset after battery disconnect notes
Rain / water leak repair note
Cost of repair vs. replace notes
Spark plug(s) seized note
Multiple issues may exist note
Test driving limited by weather note
Tire pulling note
Transmission notes – Excess debris in filter
Engine replacement notes for techs and customersTechs
Diagnostic procedure system
Inspection form – For every car (with vehicle information area)
Inspect form – For every car
Technician tool security
Vibration testing checklist
Customer interview about symptoms – GenericRO and Invoice Write-Up
New customer interview questions
Customer level of repair preference
Customer interview – Air conditioning symptomsRO and Invoice Recommendations
Complete vehicle inspection recommendation
Radiator / coolant hose replacement recommendation
Maintenance at 30,000 miles recommendations
Maintenance at 50,000 miles recommendations
Fluid service recommendationsClass – George Witt
How to buy shop insurance -
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