Field Manager Checklist for Customer Visit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Pre-Trip Prep

• Sync Handheld

• Print and review tire order log

• Print and review current mileage report, verify account is current

• Print and review previous piece count

• Print and review reconciliation report

• Review aged trial balance for accounts current balance and age of any past due balances

• Review contract summary

• Contact customer to notify you are coming

• Contact retreader, if necessary, for scheduling pickup

At Account

• Meet with owner/designee; discuss any discrepancies found during pre-trip reviews

• Meet with shop manager and mechanics to notify them of what you will be doing

• Sort tires and remove worn out and damaged tires on C-Form with proper disposition codes and removal causes

• Separate billable tires from non-billable for review

• Place tires back into inventory that need to be run out

• Mark all tires with C-Form number and line number

• Review findings from scrap tire analysis with manager/designee

• Perform piece count, researching all discrepancies

• Look for missing spare tires

• Verify number of vehicles

• Verify all deliveries loaded on to handheld

• Account for vehicles coming from OE

• Inspect vehicles that are on property

• Mileage reading and verify against mileage report

• Quantity of lease tires on vehicle including spare compartment

• Inspect tread depths and note any irregular wear

• Review findings with management

• Have manager sign all C-Forms and piece count documents

• Print and give copies to manager/designee

• Clean the area you worked in and collect all trash, tools, and equipment

Post-Trip

• Send C-Forms to retreader to pick up casings

• Send any billing and special requirements to MileageBill@bfusa.com

• Review any discrepancies with your division manager

• Sync handheld

• Prepare mileage verification report for division manager