Information

  • Service Center Name

  • Location
  • Conducted on

  • Prepared by

  • Names / Positions

Out Side of Service Center

Start from street looking back towards business

  • Car parking lot clean, tidy and swept

  • Windows & Walls clean? Check for graffiti and dirt and grime.

  • Drains clear of debris and maintained.

  • All signage to standard and light timer active.

CSR Reception/CSR room

Reception - walk through like a customer would

  • Team members dressed to company standards. Uniform/Footware

CSR Reception Area

  • Clearly marked "EMPLOYEES ONLY" and roped zones

  • Safety: Cleared floors and no misplaced parts

  • Counter clean and tidy. Only business cards on counter top

  • Floors/walls/ceiling/lights are clean. Marks/fingerprints/spiderwebs/swept/mopped

CSR Room

  • Safety: Cleared floors and no misplaced parts

  • Desks clean and tidy. Only business cards on counter top

  • Floors/walls/ceiling/lights are clean. Marks/fingerprints/spiderwebs/swept/mopped/vacuumed

Managers Office

Managers Counter Area and Office

Counter Area

  • "Impeccable", Flawless as a measure of showing an example of clean work space? (Includes no orphan parts.)

  • Business cards in card holder

  • Current CSR Monthly Schedule

  • Posted Primary & Secondary Responsibilities List

  • Posted CSR and Driver's Meeting Notes

Offices

  • Business cards in card holder

  • Organized paperwork a with use of files or slots

  • Sales material in orderly, manageable state

  • Floor and walls cleaned

Lunchroom

  • Room is clean and tidy to company standards which is found in safe work practice.

  • Fridge, kettle and microwave clean and tidy. Coffee and cramer/sugar supplied. Cups supplied.

  • First Aid box fixed to wall, and supplied.

  • Safety board has up to date information.

  • Bin is present, has a lid, it's clean and emptied regularly. Garbage bags used and supplied.

Restrooms

  • Bathroom clean, toilet clean, basin clean, wall and mirror clean

  • Hand wash available, toilet paper available, hand towel available.

  • Toilet brush available, floor cleaner and toilet cleaner available.

  • Lights working and locks working

Delivery/RGA/Transfers/Will Call Areas

  • Labeled and organized Delivery Shelves

  • Labeled and organized RGA Shelves

  • Labeled and organized Will Call Shelves

  • Labeled and organized Transfers Shelves/carts

  • Labeled and organized Match-up / Pending Credit Shelves

Drivers

  • Clean vehicles

  • Dress Code Policy: Company Polo shirts an tucked in and Safety Toe & Slip Resistant shoes.

Warehouse

  • Safety shoes.

  • Safety Utility knives

  • Forklift Weekly checks of equipment being completed.<br>Verify book procedure, who does it, show me.

  • Floors cleaned and nothing on the floor.

  • Organized Cores/ Defects Areas (safe Battery return area)

  • All roller doors closed and inspected. Check if they are clean or dirty.

Branch Employees

Have a 5 minute individual non formal chat with each employee, and note conversation topics in text.

2 Drivers

  • Driver 1:

  • Any employee not completed safety Safe Work Practices.

  • undefined

  • Any questions on Procedure or Policies?

  • undefined

  • In order to make your job easier, what is one thing that you would change?

  • undefined

  • Do you know your latest Average Invoice/Hour?

  • undefined

  • Driver 2:

  • Any employee not completed safety Safe Work Practices.

  • undefined

  • Any questions on Procedure or Policies?

  • undefined

  • In order to make your job easier, what is one thing that you would change?

  • undefined

  • Do you know your latest Average Invoice/Hour?

  • undefined

2 CSRs

  • CSR 1:

  • Any employee not completed safety Safe Work Practices.

  • undefined

  • Any questions on Procedure or Policies?

  • undefined

  • In order to make your job easier, what is one thing that you would change?

  • undefined

  • Do you know your latest Average Sales/Hour?

  • undefined

  • Have you posted or "Liked" on Yammer in the last 2 days?

  • undefined

  • CSR 2:

  • Any employee not completed safety Safe Work Practices.

  • undefined

  • Any questions on Procedure or Policies?

  • undefined

  • In order to make your job easier, what is one thing that you would change?

  • undefined

  • Do you know your latest Average Sales/Hour?

  • undefined

  • Have you posted or "Liked" on Yammer in the last 2 days?

  • undefined

Counter

  • Clear COD/ DLY Returns

  • COD Report

  • Batching COD & Daily

  • Clear Will Call Shelves

  • Reject and Return Parts to accounts

  • Quantity On Hand Forms

Dispatch

Cash Controls

  • Complete Daily CP_ COD Flag Report Copies

  • Complete Run sheet drivers' information (amount collected, NP, Cash/Check, Delivery Times)

  • Labeled Cash envelopes (multiples rubber and with Run Sheet)

  • Closed and organized Safe Box (gas cards, gift cards, and envelopes)

DDMS Related

Use of CP_ASSET RUN SUMMARY report.

  • Minimal CHECK ADDRESS Runs

  • Accurate Closing of Manually Dispatched Runs

  • Promptly reporting 20+ minutes GPS pings

  • Zero assigned or unassigned INVOICED OR DISPATCHED status invoices.

Misc.

  • Current Drivers Monthly Schedule

  • Service Staff & PV Drivers' Mileage Authorization (client & drivers signature)

  • Complete & Organized Green Bags (PRINT first name initial and complete last name)

Human Resources

  • Up to date on Day Off/Vacation Request Forms

  • Up to date on Employee Warnings and Write ups (including Drivers Alerts)

  • Up to date Supplies Requisition Form (keep last one until completed)

  • Up to date Time Force Punches

Operations

  • Up to date on Labor Claims

  • Up to date Vehicle Inspection Folders (rev 08/13)

  • Start Generator

  • Select date

Sales

  • CSRs know the current Promos and Clinics

  • Management Keys in Stock Orders (no delivery on Saturday) {Spot-check Customer History by CSR Filter & look at blank POs}

  • Visiting Branch Accounts (Compass Report for Yammers)

  • Analyzing the Red/Green Report

  • Day and Time of meeting with Salesperson?

  • Select date

Figures (Last Period's)

  • Period Level 1 Goal? Forecasting?

  • undefined

  • Branch Delivery Time?

  • undefined

  • Return Rate?

  • undefined

  • Gross Profit?

  • undefined

  • Warranty Rate?

  • undefined

  • E-commerce Percentage of Sales?

  • undefined

  • Payroll Percentage?

  • undefined

Whse/Inventory

Misc.

  • Legible, clear, and correctly placed Core & Defect Stickers

  • Complete and legible Warranty Forms/tags

  • Clean Core Loan Report (15,4,3)

  • Up to date On Hand Adjustment Form (started on Tuesday from 1st Overstock PIC)

  • End of Day MCM/CTB Transfer Verifications

  • Up to Date PO to Packing Slip Verification & sending to Accounts Payables

  • Up to Date Special Order Returns

PICs: Cores/Defects/Overstock

  • Filed Overstock/Core/Warranty PICs

  • Correct & accurate markings on PICs

  • Investigated Non Shipped product from PICs<br>

Tuesday Reports

  • Up to date In Picks (15,3,13 [0 days])

  • Up to date Unverified Transfers (4,3,2 Detail)<br>Includes Over Stock Balance

  • Customer Open Order Report (1,3,1,1 Start 01/01/13)

  • Summary Open PO Report (15,3,15 : xx0,xx1,xx2)

RGAs: Reconcile

  • Clean Stock Returns

  • Clean Cores

  • Clean Defects

Last store visit items completed?

Ask store manager to supply notes of all previous visits

  • Are all tasks that are in managers control completed? <br>If not is there any email/phone call notes from manager?<br>Note any outstanding. Yes is given if completed all tasks in managers control.

Summary of store visit

Summary of findings

  • Summary

Sit with manager and review findings before finalising. SM to sign to acknowledge this has occurred

  • Store Manager sign

  • Operations Manager Sign

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.