Title Page

  • Branch

  • Conducted on

  • Prepared by

Rental Observation

    Rental Transaction
  • Brand

  • Rental Agent greets renter in a professional manner

  • Rental Agent is friendly and courteous

  • Rental Agent uses company approved sales techniques/dialogue

  • Rental Agent offers directions/assistance

  • Stands while serving customer

  • Thorough, efficient T2T is performed (ERAC only)

  • Properly summons the next customer in line

Rental Support

  • RA Folders - Current & Presentable

  • Signage - Current & In Good Condition

Returns Observation

    Return Transaction
  • Greets Customer

  • Brand

  • Return Agent is Friendly and Courteous

  • Accounts for GPS Return

  • Checks for Damage - Complete 360 degree inspection

  • Ensures Claim is Created While Renter is Present

  • Ascertain Satisfaction

  • Refueling Statement

  • Reminder to Check for Personal Belongings

  • Advises Customer of Rental Charges

  • Thanks the Customer

  • Return Agents in possession of e-tool?

Exit Booth Observation

    Exit Booth Transaction
  • Brand

  • Employee

  • Greets Customer & Makes Eye Contact

  • Exit Booth Agent offers GPS unit to Customer

  • Offers Directions/Assisstance

  • Verifies Driver's License

  • Documents Non-Rental Activity

  • Properly Notates Damage as Requested

  • Thanks the Customer

RA Audit

    Rental Agreement
  • Rental Agreement #

  • Created By

  • Brand

  • Driver Profile Complete

  • *****RA FAIL*****RA FAIL*****RA FAIL*****

  • Additional Driver Profile Complete

  • *****RA FAIL*****RA FAIL*****RA FAIL*****

  • Local Contact

  • *****RA FAIL*****RA FAIL*****RA FAIL*****

  • Credit/Debit Card Swipe

  • *****RA FAIL*****RA FAIL*****RA FAIL*****

  • Return Flight Itinerary

  • *****RA FAIL*****RA FAIL*****RA FAIL*****

  • Initials/Signature

  • *****RA FAIL*****RA FAIL*****RA FAIL*****

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.