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06E Branch Visit Checklist
06E Branch Visit Checklist
Stephen McCrady

06E Branch Visit Checklist

06E Area Manager Branch visit checklist

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Free 06E Branch Visit Checklist Checklist

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Information

  • GPBR

  • Conducted on

  • Personnel (Input Branch Management)

  • Prepared by

  • Document No.

  • Audit Title

  • Location

Morning Huddle

  • Employees on time

  • Daily Report Run/Reviewed at start of the day

  • Previous Day Review

  • S/F Logs - Closed Ticket Logs completed?

  • 2 Sales Scrimmages executed

  • Morning Huddle comments:

Brand Wall - 1 point each

  • ESC Printed and Up to date?

  • (AHOD) All Hands on Deck Up to date?

  • Is the team aware of the current breakeven

  • 40k Fleet Plan Up to date, and team aware

  • BMI Report Up to date and Posted

  • Most Recent Matrix posted

ESQi - 2 points each

  • ESQi goals posted and employees aware

  • Employee Quizzed for 7 step Awareness

  • Employee 7 step awareness notes:

  • Employee quizzed for I-5 awareness

  • Employee I-5 awareness notes:

  • ARMS Reservations Rental Ready

  • ESQI Section feedback:

Counter QB - 2 points each

  • Lunches Scheduled ?

  • Counter QB Checklist being utilized

  • Live Sales Tracker being updated timely?

  • Ticket to Ticket training being conducted by Counter QB

  • Counter QB notes:

Clean Car Plan - 2 points each

  • Service Agent Dress

  • Service Agent Work Area Clean

  • Car Audit #1

  • Car Audit # 2

  • Tires Turned?

  • Car Cleanliness notes:

Employee Development - 4 points each

  • Branch Schedule posted for current month (Trainings, Weekends, Meetings, Time-off, etc)

  • All MT's up to date on Training Tracker

  • Timesheets Approved daily?

  • Employees using ETM to log time daily?

  • Employees in Proper EAN Dress Code

  • Employee Development notes:

D/E Growth - 2 points each

  • Red Cars contacted in under 20 minutes?

  • Branch Unread email worked - Nothing over 1 day old?

  • BOSS Calls - currently on track to hit goals

  • Employee PDMs posted in Managers Office?

  • Branch current DE Growth % and Growth plans

Risk - 2 points each

  • Trunk to Trunk process used 100% of the time?

  • Launchpads secured in Manager office or similar when not in use (and overnight)?

  • No Open Contact claims or DRU Disputes

  • LOFR Score in RPM < 20

  • All Recalls contacted, and if on-rent, daily calls documented in ECARS

Business Mgmt - 2 points each

  • No more than 5% of callbacks down $150 or more

  • Pended Tickets < 8% of total tickets?

  • No pended tickets > 10 days?

  • $500+ AR's in 60 days or greater have notes in RFS?

  • Force Charge billings < 3$/car in RFS for prior month

Facilties - 1 point each

  • Lot clean of trash and debris?

  • Floors vacuumed and trash cans emply?

  • Bathroom clean, including floor?

  • Counters and Computers wiped down?

06E Branch Visit Checklist
Stephen McCrady

06E Branch Visit Checklist

06E Area Manager Branch visit checklist

Use this Template
The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.

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