Information
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Drivers Name
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Truck #
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Account Name and Number
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Conducted on
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Prepared by
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Location
Appearance / Uniforms
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Is the driver in proper uniform?
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Shirt clean and tucked ?
Vehicle Appearance and Cleanliness
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Is the cab of the vehicle free from garbage?
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Does the cab of the vehicle show signs of mold or mildew? Does it smell bad?
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Is the rear of the vehicle free from garbage?
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Safety
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Wearing steel toed shoes and appropriate PPE?
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Is the truck safely Parked?
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Not blocking handicapped spots/ramps?
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Does the driver leave their truck properly secure, windows up, and keys in hand?
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Properly operate their pallet jack(uses horn and walks to the side, positions it to minimize obstructions)?
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Does the driver use proper lifting techniques(MoveSmart)?
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Operates their hand truck/cart safely, efficient, and effectively?
Customer Service
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Is the customer greeted as they enter the account?
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Was the check-in process completed accurately?
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Was the product put away, rotated, and organized?
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Did the driver complete necessary merchandising where appropriate?
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Was the sales rep, supervisor, or merchandiser contacted when appropriate?
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Was the customer thanked for their business at the end of the delivery process?
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Was all Canteen equipment operating as expected?
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Did the driver clean the equipment?
Transportation
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Was the driver observed driving safely and following all driving laws and regulations?
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Is the driver operating vehicle with the rear door down, securely latched, and lift gate in the upright position?
Compliance and Policies
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Did the customer sign either the digital pad on palm or paper invoice?
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Is the driver logged into Geotab properly?
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Did the driver complete their pre-trip and post-trip inspections?
Comments & Signatures
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Driver Comments
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Driver Signature
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Auditors Comments
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Auditors Signature