The Technician's Checklist for Working a Diagnostic With Intermittent Failures
When a customer brings in a vehicle with an intermittent failure—something that only happens sometimes and won't repeat on command—your diagnostic approach has ...
Technician's Comeback Checklist: What to Do First When a Vehicle Returns
The first thing a technician should do when a comeback hits the board is check the original repair order against the customer's complaint—verify what was actual...
The Technician's Checklist for Handling a Warranty Claim the Right Way
A warranty claim done right starts with documentation—get the RO accurate from the start, photograph the defect before teardown, capture all labor time precisel...
The Technician's Checklist for Writing a Repair Story on the RO
A solid repair story on the RO tells the customer exactly what was wrong, what you did to fix it, and why it matters—without industry jargon or confusion. Start...
The Shop Foreman's Checklist for Running a Tech Training Session on a New Model
A shop foreman running a tech training session on a new model needs to prep a physical vehicle at least two weeks ahead, gather OEM documentation and service bu...
The Shop Foreman's Checklist for Managing Tech Downtime Between Jobs
A shop foreman's downtime checklist should cover five core activities: equipment maintenance, team skill-building, workspace organization, PM scheduling efficie...
Shop Foreman's Checklist for Running a Morning Shop Walk
A shop foreman's morning walk should cover five core areas: vehicle status and workflow integrity, technician readiness and assignment clarity, safety hazards a...
Shop Foreman's Checklist for Recommending Tires Without Sounding Pushy
A shop foreman's tire recommendation works best when it's rooted in what you actually see on the vehicle—tread depth, age, sidewall cracking, uneven wear patter...
Shop Foreman's Checklist for Handling Declined Recommended Service
A shop foreman's checklist for handling declined recommended service should include verifying the customer's understanding of the work, documenting the refusal ...
Shop Foreman's Checklist for Presenting a Multi-Point Inspection to the Customer
A shop foreman presenting a multi-point inspection to a customer should follow a structured checklist: confirm the vehicle is clean and ready to walk, walk the ...
Shop Foreman's Checklist for Performing a Professional Walk-Around at Check-In
A professional walk-around at check-in should take 8–12 minutes and cover the vehicle's exterior condition, interior cleanliness, fluid levels, tire condition, ...
Shop Foreman's Checklist for Writing Up a Repair Order
A shop foreman's repair order checklist should verify vehicle identification, capture the customer's concern in detail, document all previous service history, n...