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⌂ Home · Process library · All guides

Northside Auto & Detail

Sample · made-up shop Process library · rendered Jul 12, 2026
Guides
3
everything we've written down
Fresh & ready
1
has steps, reviewed recently
Need attention
2
a gap and one due for review

Worth a look

Needs steps  Covering the front desk — captured, but the walkthrough was cut short, so there's nothing to follow yet. Open it to finish it.
Review overdue  Opening the shop — last reviewed Jan 15; a review was due Jun 1. Still good? Give it a look and mark it current.

All guides

Everything the shop has written down. Open a guide to read or edit it; print the ready ones to hand to someone.

GuideStepsLast updated
How we process a customer return
When to use: a customer comes back wanting to return a product or undo a service they paid for
 6 Jul 2, 2026
Opening the shop  Review overdue
When to use: first person in each morning, before we take any customers
 5 Jan 15, 2026
Covering the front desk  Needs steps
When to use: someone has to watch the counter while Rosa is out
 — Jul 10, 2026

Sample. Every guide here is made up, to show the Professional version — a Process Library — working. A made-up auto shop, no one's real procedures.

A printable guide from this library ↓
⌂ Home · Process library · How we process a customer return
Northside Auto & Detail · Sample guide

How we process a customer return

When to useA customer comes back wanting to return a product or undo a service they paid for.

Before you start

  • The customer's receipt, or the last four digits of the card they paid with.
  • Access to the register and the returns log.
  • If it's been more than 30 days, grab the manager before you start.

Steps

  1. Ask what they'd like to have happen — a refund, a swap, or store credit. Most people just want their money back; a swap is faster for everyone if the thing's in stock.
  2. Find the sale — scan the receipt, or look it up by the card's last four digits in the register.
  3. Check the window: refunds inside 30 days, no questions. Past 30 days it's store credit only, and the manager has to okay it first.
  4. Look the item over. If it's used up or damaged in a way that isn't our fault, that's a manager call — don't promise anything yet.
  5. Run the refund back to the original card. Cash sales refund in cash from the drawer; never refund a card sale as cash.
  6. Write it in the returns log — date, what came back, why, and who handled it — and hand the customer their copy of the slip.

Gotchas & notes

  • Card sales refund to the card, always. Refunding a card sale out of the cash drawer is how the drawer ends the day short — it's the single most common mistake here.
  • If the card they paid with is closed or expired, we mail a check from the office; take their address.
  • A detailing package they weren't happy with isn't a "return" — that's the redo policy, a different guide.
⌂ Home · House handbook · All our sheets

The Delgado family home

Sample · made-up family House handbook · rendered Jul 12, 2026
Our sheets
3
the how-we-do-it notes we've written
Ready to hand over
2
done, print & give to a sitter
To finish
1
started, needs its steps

One to finish

Needs finishing  Weekend house-sitter basics — you started this one on the drive and got interrupted, so there's nothing to follow yet. Open it to finish it — trash day, the thermostat, the mail, the plants.

All our sheets

Everything we've written down for whoever's helping out. Open a sheet to read or change it; print the finished ones to leave on the counter.

SheetStepsLast updated
Babysitter — the evening rundown
When you'll need it: a sitter is watching Mia (6) and Theo (3) for the evening
 5 Jun 20, 2026
Feeding Biscuit
When you'll need it: anyone feeding the dog while we're out
 4 May 11, 2026
Weekend house-sitter basics  Needs finishing
When you'll need it: someone's staying at the house while we're away for a weekend
 — Jul 8, 2026

Sample. Every sheet here is made up, to show the House Handbook working — a made-up family, no one's real household.

A printable sheet from this handbook ↓
⌂ Home · House handbook · Babysitter rundown
The Delgado family home · Sample sheet

Babysitter — the evening rundown

When you'll need thisA sitter is watching Mia (6) and Theo (3) for the evening.

What you'll need

  • Our cell numbers are on the fridge, and next to them: Grandma, and Dr. Patel.
  • The kids have already had dinner unless we say otherwise.
  • Theo has a mild peanut allergy — nothing with nuts, and his EpiPen is in the top kitchen drawer.

Steps

  1. Play and wind-down until 7:00 — the backyard or the playroom, nothing too wild right before bed.
  2. Theo goes down first, around 7:00: pajamas, teeth, two books, then his nightlight and the sound machine on "rain." He'll ask for a third book — one is the deal.
  3. Mia at 7:45: she can read to herself for fifteen minutes, then lights out at 8:00. She likes the hall light left on.
  4. Once they're both down, text us a quick "all good" so we're not wondering.
  5. Help yourself to anything in the kitchen. We're usually home by 10:30.

Good to know

  • If Theo wakes up crying, it's almost always his water cup — it's on his dresser. He settles fast.
  • Mia will tell you she's allowed screen time after lights-out. She is not.
  • The peanut thing is the one hard rule — if you're ever unsure about a snack, skip it and text us.