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Whitecloud Tools Library

Better tools.
Better decisions.

Practical financial calculators, operational audits, scorecards and worksheets for repair shop owners.

Use our free interactive tools directly in your browser. No spreadsheet downloads or account required.

Explore Free Tools Premium Library

Diagnose before prescribing.

Numbers help identify where to investigate. They don't automatically tell the whole story.

Start with the facts. Find the bottleneck. Take one clear next action.

Free Interactive Tools

Put your shop's numbers to work.

Enter your numbers, review your results and reset when you're done. Inputs are not stored or submitted.

Free PDF

Shop Control Scorecard

Assess owner freedom, inspection consistency, sales, accountability and profit discipline.

Open PDF Scorecard
Financial Calculator

Required GPH Calculator

Determine the gross profit per billed hour required to cover expenses, cash obligations and profit.

Cost Calculator

Technician Cost Per Billed Hour

Calculate loaded technician costs and the resulting cost per billed hour.

Owner Audit

Owner Time Audit

Record how you spend your time and identify activities that could be delegated.

Cash Planning

Cash Reality Beyond the P&L

Map monthly cash commitments that aren't fully visible in operating profit.

Sales Scorecard

Advisor Weekly Scorecard

Calculate booking, work-hour closing and follow-up performance from weekly activity.

Workflow Tracker

WIP Blocker Board

Record stalled jobs, assign responsibility, and identify your next operational action.

Readiness Checklist

Marketing Readiness Checklist

Identify operational weaknesses to address before spending more money on advertising.

Sales Audit

Sales & Marketing Call Audit

Assess qualified calls, sales-process execution, bookings, follow-up and conversion.

Beta / Field Validation: These web tools are adapted from Whitecloud's working spreadsheets. Review the calculations and classifications before relying on them for significant financial or operational decisions. Nothing you enter is intentionally saved or transmitted by these tools. Printing or saving a PDF is a separate action you control.
Premium Operating Tools

A deeper operating toolbox.

Explore the Whitecloud premium library. These materials are being prepared for secure access. The underlying files are not publicly downloadable.

Diagnostics — 12
  • Working Capital Recovery
  • Technician Productivity
  • People vs. Process
  • New Service Decision
  • Marketing Outsource Decision
  • Gross Profit Leak Audit
  • First Support Role Builder
  • Financial First-Pass
  • Debt Triage
  • Culture Reality Check
  • Compensation Behaviour Review
  • Bottleneck Expansion
Calculators & Models — 5
  • Loss-Leader Economics
  • Cash Reserve Readiness
  • Capacity Proof
  • CAC / ROAS / Customer Value
  • 13-Week Cash Triage Planner
Operational Audits — 10
  • Work-Order Readiness
  • Service-Call Time Capture
  • Role Time Audit
  • QC & Comeback Cause
  • Production Support
  • Post-Expansion Review
  • Parts Matrix & Flow
  • Expense Effectiveness
  • Approval Delay
  • Advisor Compensation
Checklists — 10
  • Termination & Offboarding
  • Second Location Readiness
  • Role Training Sign-Off
  • QC & Work-Order Closeout
  • Owner Absence Readiness
  • Grassroots Marketing
  • Full-Scope Quote
  • Customer Authorization
  • Credibility Minimum
  • Checkout & Delivery
Scorecards — 8
  • Technician Working Interview
  • Service Advisor Working Interview
  • Parts Working Interview
  • Paid Campaign Test
  • Manager Working Interview
  • Leadership Trial
  • Growth Outcome
  • Compensation Review
Policy & Business Builders — 7
  • Customer-Supplied Parts Policy
  • Warranty & Payment Policy
  • Recruiting Campaign
  • Policy Builder
  • Job & Role Builder
  • Hook / Offer / CTA Campaign
  • Attendance & Lateness Standard
Worksheets & Trackers — 10
  • Workflow Mapping
  • Skill Progression Ladder
  • Retention & Follow-Up Calendar
  • Priority & Budget
  • Pricing Position
  • Org & Span Map
  • Declined Work Follow-Up
  • Customer & Service Persona
  • Chain-of-Command Map
  • Annual Review & Development Plan
Planning Tools — 4
  • Quarterly Plan
  • Large-Job WIP Planner
  • Expansion Capital Decision
  • 3-Year Target Sheet
Authority Matrices — 2
  • Authority Map / Transfer of Command
  • Advisor Authority Matrix

Interested in premium tool access?

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Coaching Client Resources

Tools connected to implementation.

Whitecloud coaching clients can work with relevant operating resources during their engagements. Dedicated portal access will be added when configured.

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