Docsroom

Templates / Garages and MOT centres

Every job authorisation and certificate a garage chases.

Garages chase job authorisations, technician qualifications and equipment certificates, plus yearly MOT station paperwork. Docsroom gives each person their own link and chases whoever has not replied.

8 templates80 requestsWritten for garages and MOT centres

Start freeFree for 14 days, no card.
Your kit

Eight templates for garages and MOT centres

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · before their first booking10 requests10 requests
New customer starter checklistCraig Dunn · Ford Fiesta8 of 10 back
  • About you
  • FormYour details6 questionsAssigned to CDCraig Dunn, customerFrom Mandyin 2 daysComplete
  • QuestionBest number to reach youfor calls about extrasAssigned to CDCraig Dunn, customerFrom Mandyin 2 daysComplete
  • DecisionHow we keep in touchcall, text or emailAssigned to CDCraig Dunn, customerFrom Mandyin 2 daysReady to check
  • Your car
  • FormVehicle details7 questionsAssigned to CDCraig Dunn, customerFrom Mandyin 2 daysReady to check
  • UploadService historybook stamps or invoicesAssigned to CDCraig Dunn, customerFrom Mandyin 3 daysComplete
  • QuestionWarning lights onwhich and since whenAssigned to CDCraig Dunn, customerFrom Mandyin 3 daysAwaiting reply
  • QuestionLocking wheel nut keywhere it is keptAssigned to CDCraig Dunn, customerFrom Mandyin 3 daysReminder sent
  • Before your visit
  • DecisionIf you need a carcourtesy car, lift or waitAssigned to CDCraig Dunn, customerFrom Mandyin 4 daysComplete
  • ApprovalGarage termsread and approveAssigned to CDCraig Dunn, customerFrom Mandyin 5 daysReady to check
  • ApprovalPrivacy noticeread and approveAssigned to CDCraig Dunn, customerFrom Mandyin 5 daysReady to check
Staff starter checklistfor new technicians · before their first day11 requests11 requests
Staff starter checklistLiam Barrett · technician9 of 11 back
  • Who you are
  • QuestionRight to work share codenine charactersAssigned to LBLiam Barrett, technicianFrom Mandyin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to LBLiam Barrett, technicianFrom Mandyin 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to LBLiam Barrett, technicianFrom Mandyin 4 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to LBLiam Barrett, technicianFrom Mandyin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to LBLiam Barrett, technicianFrom Mandyin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to LBLiam Barrett, technicianFrom Mandyin 5 daysAwaiting reply
  • ApprovalWorkshop safety rulesread and approveAssigned to LBLiam Barrett, technicianFrom Mandyin 5 daysReminder sent
  • Skills and kit
  • UploadDriving licencefront and backAssigned to LBLiam Barrett, technicianFrom Mandyin 5 daysComplete
  • QuestionDVLA licence check codefor test drivesAssigned to LBLiam Barrett, technicianFrom Mandyin 5 daysReady to check
  • QuestionBoots and overall sizesboots, overalls, glovesAssigned to LBLiam Barrett, technicianFrom Mandyin 6 daysReady to check
  • UploadMotor vehicle qualificationNVQ, IMI or similarAssigned to LBLiam Barrett, technicianFrom Mandyin 7 daysComplete
Job authorisationfor customers with a car in · when we have quoted the work12 requests12 requests
Job authorisationAndrew Pike · Astra, front brakes9 of 12 back
  • The work
  • ApprovalRepair estimateread and approveAssigned to APAndrew Pike, customerFrom MandytomorrowComplete
  • DecisionWork to go aheadall, some or noneAssigned to APAndrew Pike, customerFrom MandytomorrowComplete
  • QuestionItems to leave for nowonly if someAssigned to APAndrew Pike, customerFrom MandytomorrowReady to check
  • DecisionIf we find more workcall, text or leave itAssigned to APAndrew Pike, customerFrom MandytomorrowReady to check
  • The car
  • QuestionMileage on arrivalfrom the dashboardAssigned to APAndrew Pike, customerFrom MandytomorrowComplete
  • UploadPhotos of the carall four sidesAssigned to APAndrew Pike, customerFrom MandytomorrowAwaiting reply
  • QuestionAnything left in the carboot, glovebox, seatsAssigned to APAndrew Pike, customerFrom MandytomorrowReminder sent
  • Courtesy car
  • ApprovalCourtesy car agreementonly if you borrow oneAssigned to APAndrew Pike, customerFrom Mandyin 2 daysComplete
  • UploadDriving licencefor a courtesy carAssigned to APAndrew Pike, customerFrom Mandyin 2 days1 file sent
  • Collection
  • DecisionOld partskeep, show or binAssigned to APAndrew Pike, customerFrom Mandyin 2 daysReady to check
  • QuestionCollection timewhen you will collectAssigned to APAndrew Pike, customerFrom Mandyin 2 daysComplete
  • ApprovalWarranty on the workread and approveAssigned to APAndrew Pike, customerFrom Mandyin 3 daysAwaiting reply
Technician qualifications checkfor technicians · every year, before the assessment10 requests10 requests
Technician qualifications checkFfion Rees · MOT tester8 of 10 back
  • MOT testing
  • QuestionMOT tester user IDfrom the MOT systemAssigned to FRFfion Rees, technicianFrom Mandyin 3 daysComplete
  • DecisionVehicle classes you testclass 4 and 7 or othersAssigned to FRFfion Rees, technicianFrom Mandyin 3 daysComplete
  • UploadAnnual training certificatethis year’s MOT trainingAssigned to FRFfion Rees, technicianFrom Mandyin 5 days1 file sent
  • UploadAnnual assessment resultpass confirmationAssigned to FRFfion Rees, technicianFrom Mandyin 7 days2 files sent
  • Other qualifications
  • UploadElectric and hybrid trainingIMI TechSafe or similarAssigned to FRFfion Rees, technicianFrom Mandyin 7 daysComplete
  • UploadAir conditioning certificateF-gas, if you do air conAssigned to FRFfion Rees, technicianFrom Mandyin 7 daysAwaiting reply
  • UploadFirst aid certificateif you hold oneAssigned to FRFfion Rees, technicianFrom Mandyin 7 daysReminder sent
  • TableTraining this yearcourse, provider, dateAssigned to FRFfion Rees, technicianFrom Mandyin 8 daysComplete
  • Looking ahead
  • QuestionCourses you want nextfor next year’s planAssigned to FRFfion Rees, technicianFrom Mandyin 10 daysReady to check
  • ApprovalTesting standardsread and approveAssigned to FRFfion Rees, technicianFrom Mandyin 10 daysReady to check
Calibration and equipment certificatesfor workshop managers · each year, and after any repair10 requests10 requests
Calibration and equipment certificatesBarnes Motors · equipment file8 of 10 back
  • MOT test equipment
  • UploadBrake tester certificatelatest calibrationAssigned to TBTrevor Blake, workshop managerFrom Mandyin 5 daysComplete
  • UploadHeadlamp tester certificatelatest calibrationAssigned to TBTrevor Blake, workshop managerFrom Mandyin 5 daysComplete
  • UploadEmissions analyser certificatelatest calibrationAssigned to TBTrevor Blake, workshop managerFrom Mandyin 5 days1 file sent
  • UploadDecelerometer certificatelatest calibrationAssigned to TBTrevor Blake, workshop managerFrom Mandyin 6 days2 files sent
  • Lifting and pressure
  • UploadRamp and lift examinationlatest examination reportAssigned to TBTrevor Blake, workshop managerFrom Mandyin 7 daysComplete
  • UploadCompressor examinationpressure vessel reportAssigned to TBTrevor Blake, workshop managerFrom Mandyin 7 daysAwaiting reply
  • UploadFire extinguisher servicelatest tags or reportAssigned to TBTrevor Blake, workshop managerFrom Mandyin 8 daysReminder sent
  • Workshop kit
  • TableTorque wrench calibrationtool, date, next dueAssigned to TBTrevor Blake, workshop managerFrom Mandyin 8 daysComplete
  • UploadAir con machine servicelatest service reportAssigned to TBTrevor Blake, workshop managerFrom Mandyin 10 days1 file sent
  • QuestionAnything failed or repairedand what was doneAssigned to TBTrevor Blake, workshop managerFrom Mandyin 10 daysReady to check
Supplier account setupfor parts and tyre suppliers · before the first order8 requests8 requests
Supplier account setupNorthern Motor Factors · new account6 of 8 back
  • Their details
  • FormSupplier details6 questionsAssigned to NWNigel Wilcox, sales repFrom Mandyin 3 daysComplete
  • UploadTrade price listcurrentAssigned to NWNigel Wilcox, sales repFrom Mandyin 4 daysComplete
  • QuestionDelivery roundstimes and cut-offAssigned to NWNigel Wilcox, sales repFrom Mandyin 4 daysReady to check
  • Account and returns
  • QuestionOld parts and core returnshow they are creditedAssigned to NWNigel Wilcox, sales repFrom Mandyin 5 daysReady to check
  • ApprovalAccount termsread and approveAssigned to NWNigel Wilcox, sales repFrom Mandyin 6 daysComplete
  • ApprovalReturns and warranty policyread and approveAssigned to NWNigel Wilcox, sales repFrom Mandyin 6 daysAwaiting reply
  • Safety and cover
  • UploadBusiness insurancecertificateAssigned to NWNigel Wilcox, sales repFrom Mandyin 7 daysReminder sent
  • UploadSafety data sheetsoils, brake fluid, coolantAssigned to NWNigel Wilcox, sales repFrom Mandyin 7 daysComplete
Yearly MOT station paperworkfor the business · each year, in the same month10 requests10 requests
Yearly MOT station paperworkBarnes Motors · MOT station pack8 of 10 back
  • Authorisation
  • FormAuthorised Examiner details5 questionsAssigned to BHBarbara Holloway, directorFrom Mandyin 5 daysComplete
  • TableMOT testersname, classes, trainingAssigned to BHBarbara Holloway, directorFrom Mandyin 7 daysComplete
  • UploadSite layout planif anything has changedAssigned to BHBarbara Holloway, directorFrom Mandyin 7 days1 file sent
  • Insurance and safety
  • UploadMotor trade insurancecertificate and scheduleAssigned to BHBarbara Holloway, directorFrom Mandyin 7 days2 files sent
  • UploadPublic liability insurancecurrent certificateAssigned to BHBarbara Holloway, directorFrom Mandyin 7 daysComplete
  • UploadEmployer’s liabilitycurrent certificateAssigned to BHBarbara Holloway, directorFrom Mandyin 7 daysAwaiting reply
  • UploadFire risk assessmentsigned and datedAssigned to BHBarbara Holloway, directorFrom Mandyin 10 daysReminder sent
  • Records
  • UploadWaste and consignment notesoil, tyres, batteriesAssigned to BHBarbara Holloway, directorFrom Mandyin 12 daysComplete
  • QuestionComplaints and disputeshow many, any openAssigned to BHBarbara Holloway, directorFrom Mandyin 12 daysReady to check
  • ApprovalHealth and safety policyread and approveAssigned to BHBarbara Holloway, directorFrom Mandyin 14 daysReady to check
Fleet customer account setupfor business customers · before the first fleet booking9 requests9 requests
Fleet customer account setupRidgeway Plumbing · fleet account7 of 9 back
  • The company
  • FormCompany details8 questionsAssigned to SGSean Gallagher, fleet managerFrom Mandyin 3 daysComplete
  • QuestionAccounts contactname and emailAssigned to SGSean Gallagher, fleet managerFrom Mandyin 3 daysComplete
  • QuestionPurchase order neededon every job or notAssigned to SGSean Gallagher, fleet managerFrom Mandyin 4 daysReady to check
  • The vehicles
  • TableVehicles on the accountreg, type, MOT dueAssigned to SGSean Gallagher, fleet managerFrom Mandyin 4 daysReady to check
  • TablePeople who can authorisename, phone, limitAssigned to SGSean Gallagher, fleet managerFrom Mandyin 5 daysComplete
  • DecisionMOT reminders go todriver or fleet officeAssigned to SGSean Gallagher, fleet managerFrom Mandyin 5 daysAwaiting reply
  • How we work
  • QuestionWork we can do without callingup to a limit you setAssigned to SGSean Gallagher, fleet managerFrom Mandyin 5 daysReminder sent
  • DecisionBring it in or we collectpick oneAssigned to SGSean Gallagher, fleet managerFrom Mandyin 6 daysComplete
  • ApprovalFleet termsread and approveAssigned to SGSean Gallagher, fleet managerFrom Mandyin 7 daysReady to check

Written for garages and MOT centres. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each customer and technician

Customers approve work and technicians send certificates from their phones, with no account or password to remember.

Certificates and approvals on the record

Calibration certificates, qualifications and job approvals arrive in one list, each with the date it came in.

Fewer phone calls about paperwork

Docsroom chases whoever has not replied until each one is in, so the service desk is not ringing round for forms.

Not quite you?

Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

Or see every kit and the solutions.

More kits like this

Haulage and couriers8 templates · 80 requestsRemoval firms8 templates · 80 requestsTaxi and private hire8 templates · 80 requests

Send your first new customer starter checklist today.

Free for 14 days, no card. Build it as it is written above and see what comes back.

Start freeBook a walkthrough