Compatibility · Automotive
Service Department
12 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Advisor Word Track Scripts
A set of suggested phrases and dialogue for service advisors to use when greeting customers, presenting repair recommendations, and handling objections.
What it’s used for
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Diagnostic Flowcharts
A step-by-step decision chart that guides a technician through testing a vehicle symptom or fault code to its cause.
What it’s used for
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Loaner Car Agreements
A signed contract that lets a service customer borrow a dealership vehicle while their own car is being repaired.
What it’s used for
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Multipoint Inspection Sheets
A technician's checklist recording the condition of a vehicle's major systems during a service visit, usually marked green, yellow, or red.
What it’s used for
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OEM Service Bulletins (TSBs)
Manufacturer-issued notices telling dealer service departments about known vehicle problems and the approved repair procedures for them.
What it’s used for
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Recall Information
A notice listing open safety recalls for specific vehicles, the defect involved, and the free repair the dealer must perform.
What it’s used for
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Safety Checklists
A standard form technicians use to inspect a vehicle's key safety systems and record what passed, needs attention, or needs immediate repair.
What it’s used for
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Service Menu Pricing
A price list of the standard maintenance and repair services a dealership or repair shop offers, organized by job.
What it’s used for
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Shop Labor Rate Sheets
A price list showing what a service shop charges per hour of labor for different types of repair work.
What it’s used for
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State Inspection Forms
Official forms used to record the results of a state-required vehicle safety or emissions inspection.
What it’s used for
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Technician Procedures
A shop's written instructions telling technicians how to carry out repair work, from writing up a job to final quality checks.
What it’s used for
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Warranty Claim Guides
A manual explaining how the service department files warranty repair claims with a manufacturer and gets paid for them.
What it’s used for
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