Procedure Details
1. No Start, Cranks Won’t Fire: Provides your service writer a written procedure to show customers why it costs 1 hour or more in labor time to check a no start. Insures that ALL technicians follow a set diagnostic path each time by laying out a systematic diagnostic routine.

2. Safety Inspection: A great form if you do state inspections or just as a safety inspection. Designed to find often overlooked legitimate repairs that should be done. Makes sure nothing is missed that is a safety related item.

3. L.O.F.: Lube, oil and filter change with a quick inspection form. Allows technicians to find work needed on the car so you do not miss out on a good brake job or belt and hose change. Finds a lot of future work.

4. No Crank: Designed for service writer to sell 1 hour diagnostic time and for the tech to follow and verify each voltage drop test. Great for tracking comebacks - Is it the part, the technician or the training?

5. Maintenance Tune Up: Shows customer why you don’t do a $39.95 Tune-up. A very thorough form for the technician to follow on each Tune-up so items are not missed. Helps service writer upsell normally missed items.

6. No Charge Dead Battery Overnight: Designed for the service writer to sell a minimum of 1 hour of time to test out charging system, plus repairs. Form is set up for technicians to verify all voltages and voltage drops and also to verify each test point in the electrical system for a voltage draw.

7. Brake Inspection and Repair: Your service writer can show customers all of the items that must be checked when repairing their brake system and why you don’t try to compete for $49.95 brake jobs. This form will eliminate two or more calls to the customer or parts store because the technician did not remember to measure something. Lists all the specifications and the measurements so you can fax to the customer if needed.

8. Oil Leaks: A check off form so that every area where oil can leak is evaluated. Also has tips for certain models on leaking problems. Great for preparing an estimate and gives the customer an idea of all the possible places for leaks.

9. Transmission or Differential Service: Great for training technicians so that they know what needs to be done. Also a good inspection form for other leaks or problems in the power train. Keeps little items from being missed.

10. 30-60-90-120k Service: A great form for the service writer to show customer what needs to be done for a 30-60k type of service and eliminates misunderstandings. A great form for technicians so that items are not missed and to help find additional work as needed.

11. Steering and Vibration Problems: A good form for service writer to sell 1 hour diagnostic time. Also great for technicians so that they check all of the items that cause vibrations and steering problems.

12. Failed Emission Test or Dyno Service: This is an initial diagnostic worksheet to determine the causes for emission problems. Give service writer a great selling tool and helps technician in finding additional needed service items. Also designed to be used with areas that have IM 240 or ASM testing areas.

13. Customer Driveability Questionnaire: This form is designed for the customer to fill out for any type of running problem. This helps your technicians in their diagnosis by being able to
duplicate the problem the way the customer feels it. Great for service writers to gather all the needed information on the problem.

14. Pre-OBD2 Level 1 Diagnostic: This form gives the service writer a worksheet that they can go over with the customer, showing them exactly what tests are going to be performed. Gives them a beginning and an end to a diagnostic problem whether the vehicle is repaired or not. Gives the technician a road map to follow so items are not skipped over. When doing 4-5 running problems at once it helps your technicians remember where they were at on a particular vehicle so they are not performing the same tests again after an interruption of after waiting for parts. This is the first step in a running problem diagnosis and will repair about 75-80% of the vehicles.

15. Pre-OBD2 Level 2 Diagnostic: This is the next step in running problem failures, again giving you a beginning and an end point for your customer. Also a great form for the technician to keep track of test results without missing a step. This repairs the next 15% of vehicles.

16. Level 3 Diagnostic: The final step in a running problem vehicle. This is for the ones where problems have not been found during Level 1 & 2 Diagnosis. These are the problem vehicles and are charged out by the hour. Gives the service writer a selling tool and the technician a worksheet. Fixes the last 5% of vehicles.

17. Noises: A questionnaire for the customer to help describe noises. A worksheet for the service writer to sell 1 hour of diagnostic time for locating the cause of the noise. Helps technicians in narrowing down the problem area.

18. Overheat: Gives service writer a selling tool for initial diagnosis and gives your technician a flow sheet on finding the problem. Helps eliminate missed causes of overheating and verifies repairs.

19. Timing Belt Replacement: Used to determine the belt failure. Reminds your service writer and your technician when certain items must be changed during a timing belt replacement, such as a water pump, tensioners, etc. Also gives tips on when you should be looking at the TSB’s and updates on certain engines.

20. Trip Check: A great form for checking all vehicle systems before long road trips. Gives your service writer and technician a form for finding any needed work and reminders of when certain items should be done on a vehicle. This form gives the customer the satisfaction that all of the items that could be checked were taken care of.

21. Engine Replacement: A form for identifying all of the extra items needed during an engine change. Has places for the timing specifications, actual settings and emission level readings to insure that everything is adjusted properly. Helps service writer sell a quality engine replacement and not just sell a price.

22. Clutch or Manual Transmission Replacement: Gives technician a form for finding the cause of the failure and other potential problems in this area. Gives your service writer a form for selling everything at once, such as motor and transmission mounts, u-joints, oil leaks, etc.

23. Automatic Transmission Replacement: Helps technician in identifying other problems. Reminders on flex plate tightening, flushing, and all of the minor things that get missed during replacement.

24. A.C. Service: A tool for your service writer on selling a complete A.C. service. Reminds technicians about certain precautions and proper testing of system.

25. A.C. Retrofit: A flow sheet for an R12 to R134A retrofit. Also has the tips and tricks for retrofitting Ford, GM, Chrysler and Imports. A great reminder sheet so that important details are not missed by the technician.

26. Winter & Summer Service: A great tool for selling what needs to be checked before winter or summer. Gives reminders on when services are due for different items and helps find needed work that normally is overlooked. Keeps your technicians from missing items of service. Great for upselling.

27. Vehicle Engine Scanner Data: A form for keeping track of scanner data as you do testing. Very helpful if you need to call a hotline service or are looking at TSB bulletins. Helps narrow down problem areas.

28. Customer Concern Follow Through: A form for tracking comebacks. Helps in determining what caused the problem. Was it the customers’ description, service writer not writing the ticket right, technician not knowing how to do the repair properly or defective parts? Great form for defective parts and labor reimbursement. Keeps track of each comeback cost so you can work with the parts supplier on FULL reimbursement.

29. Courtesy Inspection: A quick check of the vehicle that takes about 6-7 minutes but lets the customer know that you are constantly watching over their vehicle. Should be given to each customer when their vehicle is picked up. Can easily be performed by a technician or service writer. Great for selling future work without any pressure.

30. ABS Brake Worksheet: A worksheet for the technician to follow when doing the initial diagnosis on ABS brakes with places for specification readings and actual readings for comparison. Gives the service writer a tool for selling a preliminary diagnosis of the ABS system. Has questionnaire for your service writer to use when asking customer about the problem.

31. ECM Replacement: A technician worksheet on the precautions and steps that must be taken before installing a new computer so that the computer or vehicles’ electrical systems are not damaged. Your service writer can show customer all of the tests needed before replacement.

32. OSHA Inspection: A worksheet for a weekly walk through of your facility to find potential problems that could cause fines. Having a weekly inspection form filled out and kept on file will greatly reduce any problems or fines levied by OSHA.

33. Vehicle Pre-Purchase: Great for your service writer to show the customer everything that will be inspected on their vehicle. It will help you evaluate the most common problems on the vehicle and can be done in 1 hour or less. Gives customer a good overall look at the vehicle and gives you the potential for future work on problems found.

34. CEL-SES Light On: A form for your service writer to show the customer what is entailed in an initial test if this emission reminder light is on. A quick inspection form for an initial diagnosis before you start selling Level 1-2-3 Diagnostic procedure testing. This form is designed for the technician to make a quick initial diagnosis of what area the problem is in so that the proper amount of diagnostic time can be sold.

35. Vehicle Condition Report: Designed as a universal inspection form for your technician, regardless of what the vehicle was initially brought in for. This form is designed so that technicians will find all other legitimate problems on a vehicle so they can be addressed by your service writer as future upsells. This was a requested form from numerous shops so that legitimate work was not being missed.

36. Customer Car Care Guide Book: This is a maintenance guide book for your customers that will show them what maintenance items need to be done at each mileage interval. The book has 4-(½ page) layouts that are personalized for your shop. Personalized pages can include your hours, phone and fax #’s, C/C accepted, affiliations, a personal history about your shop, what services you perform, web site address, E-mail address, night drop instructions, coupon page, service pricing if wanted, towing information, owner information, staff information, how to make an appointment, after hours towing, shop location, shop credentials and Technician credentials. This book is designed for your customers so that they can see what maintenance items need to be performed and is set up to be used for 200,000 miles. The book will also include some motoring tips, in the event of an accident information section, noise description list, glossary of automotive terms, jump starting precautions and warning light information. The book is setup for ease of use by the customer and is made to help them see the need for proper maintenance of their vehicle.
These books must be ordered in quantities of (50) minimum.
These are printed with a glossy colored front and back cover with a place for your business card so that they can be given away to potential customers that you or your employees meet.

37. Transmission Evaluation: Designed for your service writer to ask the proper questions about transmission shifting problems. Helps your technicians verify all potential problem areas of the automatic transmission for quicker diagnosis of the problem. Great form for customer to understand what must be tested before a price can be given for repairs. Includes testing for fluid levels and condition, FWD engagements, REV engagements, noises, engine evaluation, manual shifts, light-medium-heavy throttle shifts, voltages, scanner data.

38. Head Gasket Replacement: This form helps your service writers show customers all that is involved in a head gasket repair. Helps your technicians find the cause of the head gasket leak, helps them verify all potential parts that will be needed to repair properly so that you are not constantly ordering and waiting for parts. Reminds technician about using rayloc discs and achieving proper surface finish and torque settings.

39. Customer Authorization and Write-Up: Designed to be used on the front counter to gather all needed information from the customer including 4+ phone numbers. Has sections for vehicle information, appointment status and customers’ concern. Includes sections for authorization such as: initial diagnostic test only, written estimate needed,
parts saved and charge for reassembly. Meets most states’ requirements for customer pre-authorization and repairs.

40. What’s Been Done: This new form is for the service writer and is used to go through your maintenance and repair records, along with the customer’s previous repair invoices, and combine them all into one easy-to-read format. You can easily present to the customer what items still need attention, what has been missed, and shows them that bringing their vehicle up to proper maintenance levels can ensure the longevity of their vehicle. GREAT SELLING TOOL without putting pressure on the customer.

41. OBD2 Level 1 Diagnostic: This form is similar to the Pre-OBD2 form but addresses the changes that were made and guides the technician along a proper path so items are not overlooked and helps avoid unnecessary parts replacements that were made for an OBD2 code that was not properly diagnosed. This gives the customer a beginning and an end to the diagnosis. They can then decide to continue testing to the next level or take their vehicle. It gives them the test readings that have been performed so they see the time that was spent on the vehicle whether it was repaired or not.

42. OBD2 Level 2 Diagnostic: This form builds on the Level 1 form by going deeper into the diagnostic process so items do not get overlooked. Also gives the customer a beginning and an end to what they want to pay.

43. Heating & AC Diagnosis: Procedure is designed to help your technician find heating and air conditioning problems with manual and automatic systems; used to find potential problems before calling a hotline if needed.

44. AC Compressor Replacement: Details proper steps in an air conditioning component replacement and gives the service write the information he needs to sell ALL of the parts needed for a proper repair. Gives the technician a layout in properly repairing the air conditioning system so problems are addressed and taken care of to ensure that a compressor does not become ruined again.

We want and need your input on possible updates for the forms. You are the ones in the trenches and are seeing problems that get missed. I use my everyday work load that we see in order to find items to add to the forms and help ensure they stay updated. Please email or call me with any ideas or suggestions. This not only helps you, but assists other shop owners in developing great technicians, and also helps service advisors and the BOTTOM LINE.

Thanks,
Dennis Roennebeck
mastert@utahweb.com
801-485-1212

All procedure forms come PERSONALIZED with your shop name and phone & fax numbers on them. They are color coded and come in pads of 50 forms.
Call: 801-485-1212 for ordering information,
or Fax in your completed order form to MasterTech Procedure Systems: 801-484-8137.
or Mail to: MasterTech Procedures at 1717 South State Street, Salt Lake City, UT 84115.

Printable detailed descriptions of our detailed Procedure Sheets can be found by clicking here.

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