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SOPs and Checklists

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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Minimum Charge – Policy and Procedure

Category
Service Advisors & Writers
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Owner or Manager Daily and Weekly Checklist

Category
Management
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Vehicle Age – Policy and Procedure

Category
Service Advisors & Writers
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Ten Slack Reminders You Should Be Using at Your Shop

Category
Management

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Special Order Parts Cabinet – Policy and Procedure

Category
Parts and Inventory Control

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Appointment ROs on the Schedule Should be Completely Ready

Category
Service Advisors & Writers

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Old Parts Disposal – Policy and Procedure

Category
Parts and Inventory Control

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Arranging the Order of Services and Notes on ROs

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Parts Returns

Category
Parts and Inventory Control

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Title Procedure When Buying a Vehicle (edit for your state; details below are for Michigan)

Category
Management

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Storage Fees Procedure

Category
Service Advisors & Writers

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Pick-up and Delivery, Using it Strategically – Policy and Procedure

Category
Management

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Vehicles to be Moved to the Rear Parking Area

Category
Management

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Insurance Repairs

Category
RO & Invoice Checklists

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Companies Performing Work at Our Shop – SOP

Category
Management

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Wheel Trim Damaged or Missing

Category
Technicians

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Auto Shop Management Checklists

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Price Lock for Declined Recommendations

Category
Service Advisors & Writers

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Employee Use of the Shop Policy and Procedure

Category
Management

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Previous Recommendations when making appointments and during drop-off

Category
Service Advisors & Writers

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Training Announcements for Local In-person Events – Procedure

Category
Management

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

Category
Service Advisors & Writers

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Customer Did Not Receive Their Emailed Invoice – Procedure

Category
Service Advisors & Writers

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Measurement of Customer Noise Complaints – Policy and Procedure

Category
Technicians

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Communication Policy and Procedure

Category
Management

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