4 Corner Intake Checklist
A one page sheet to fill in at the counter for every car: four corner photos with the time, what is already wrong written in words, and the customer's initials before the keys go in the drawer. Page 2 shows how to use it, what to say when the customer is in a hurry and what to show at pickup. A template, not legal advice.
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More free downloads behind the same email
- Customer disputes Locked
Customer Parts Policy Kit
When a customer brings their own parts: the 4 step check before a wrench turns, a one page shop policy, a waiver form and the words to say at the counter. A template, not legal advice.
- Customer disputes Locked
Authorization Log Kit
One sheet per job for the approval: how the yes came in, plus the date, the time, the name of the person who said yes and the number you called, written down before a wrench turns. Half the sheet is the second yes for work found mid job, with the added parts, labor and new total. Page 2 is what to say on the phone and at pickup. A template, not legal advice.
- Shop insurance Locked
Garagekeepers Coverage Checklist Kit
Three questions to read to your insurance agent before a tech takes a customer's car out, with room to write his answers, the form, the limit, the deductible and the date you asked. Page 2 tells the three garagekeepers forms apart and gives the phone wording. A template, not legal advice.
- Customer disputes Locked
Chargeback Defense File Kit
The four things that go in one file the day a card paid job closes: the estimate he signed, the repair order and invoice, photos before the service and after, and what he wrote. Page 2 is the response tracker, with the Visa and Mastercard windows and room to record what went back. A template, not legal advice.
- Customer disputes Locked
Old Parts Policy Kit
Who keeps the part that came off the car, settled on the estimate instead of on the phone three days later: the printed question, the customer's own mark beside it, and the invoice record for a part that cannot be handed back. Page 2 is the invoice note for a core or a warranty return, with the look he is still owed. A template, not legal advice.
- Growing the business Locked
The Three Components Playbook
Eleven pages on how a mobile mechanic with $500 in tools built a $2M a year shop: attract, sell, keep, the follow up schedule and the checklist for tonight.
- Growing the business Locked
The Second Person Test Checklist
Six boxes. Check one only if a stranger could pick up that part of the business and run it without calling you: the job list, booking, quotes, prices, regulars' history, and the real signal to hire.
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