Download a practical checklist for the work your team does every day. Use it as a starting point, then adapt the steps to your services, policies, and local requirements.
Downloads are plain-text files you can edit, share, or print. You do not need to create an account.
✓
Auto body shops
Auto body shop daily handoff
Keep repair status, parts, approvals, and customer updates visible during the daily shop review.
Confirm every active repair has a current status and named owner.
Review jobs waiting on estimates, insurer decisions, or customer approval.
Check parts orders, expected arrival dates, and supplier follow-ups.
Flag repairs blocked by missing information, parts, capacity, or decisions.
Plus 4 more checklist items in the download.
✦
Salons & spas
Salon and spa opening / closing
A simple shift checklist for appointment readiness, client handoffs, and end-of-day follow-through.
Review today's appointments, service durations, and assigned team members.
Check confirmations, special requests, and any schedule changes.
Prepare rooms, stations, tools, and products using your hygiene procedures.
Confirm client preferences and service notes are relevant and respectful.
Plus 4 more checklist items in the download.
↗
Contractors
Contractor job readiness
Check the key dependencies before confirming a crew or starting work on site.
Confirm the approved scope, exclusions, assumptions, and current estimate.
Document customer approvals and any agreed scope changes.
Verify crew availability and the person responsible for the job.
Check materials, supplier commitments, tools, and equipment.
Plus 5 more checklist items in the download.
◇
Retail stores
Retail shift and customer follow-up
Help a small retail team hand off special orders, product questions, and customer commitments between shifts.
Review open product questions and who owns each response.
Check special orders, restock requests, and supplier updates.
Contact customers only when there is a useful update or an appropriate request or permission.
Record the outcome of customer conversations that need follow-through.
Plus 4 more checklist items in the download.
Want the reasoning behind the checklist?
Pair a checklist with a deeper field guide for examples, handoff advice, and ways to adapt the workflow to your team.