Drain Doctor Field Visit Form

• Franchisee ID

• Location
  Address

• Date

  Date

• Auditor

OPERATIONS

• Franchisee is 100% focused on Drain Doctor Plumbing ? (Franchisee Response)

  Yes

  No

  N/A

• Franchisee is 100% focused on Drain Doctor Plumbing ? (FC Response)

  Yes

  No

  N/A

• Office is using Webchise software ? (Franchisee Response)

  Yes

  No

  N/A

• Office is using Webchise software ? (FC Response)

  Yes

  No

  N/A

• Office is using ipad or Android with approved software: Webchise ? ( Franchisee Response)

  ipad or Android with Webchise

  Not using ipad or android

• Office is using ipad or Android with approved software: Webchise ? ( FC Response)

  ipad or Android with Webchise

  Not using ipad or android

• Franchisee attends Reunion and other training events ? (Franchisee Response)

  Yes

  No

  N/A

• Franchisee attends Reunion and other training events ? (FC Response)

  Yes

  No

  N/A

• Franchisee has attended Basic Training in Peterborough within the last 3 years ? (Franchisee Response)

  Yes

  No

  N/A

• Franchisee has attended Basic Training in Peterborough within the last 3 years ? (FC Response)

  Yes

  No

  N/A

• Big Board is current, posted in accessible area, reviewed and used to assist employees in reaching personal goals ? (Franchisee Responce)

  Yes

  Some

  No

• Big Board is current, posted in accessible area, reviewed and used to assist employees in reaching personal goals ? (FC Responce)

  Yes

  Some

  No

• Office is conducting weekly team meetings ? (Franchisee Response)

  Yes

  No

  N/A

• Office is conducting weekly team meetings ? (FC Response)

  Yes

  No

  N/A

• All Service Professionals are trained on 14 Steps and held accountable to following it ? (Franchisee Response)

  Yes

  Mostly

  Needs Improvement

  No

• All Service Professionals are trained on 14 Steps and held accountable to following it ? (FC Response)

  Yes

  Mostly

  Needs Improvement

  No

• Telephones are answered live 24/7 ? (Franchisee Response)

  Yes

  No

  N/A

• Telephones are answered live 24/7 ? (FC Response)

  Yes

  No

  N/A

• CSR call conversion rate is 80% or higher ? (Franchisee Response)

  Yes

  No

  N/A

• CSR call conversion rate is 80% or higher ? (FC Response)

  Yes

  No

  N/A

• operation270.co.uk. is used ? (Franchisee Response)

  Yes

  No

  N/A

• operation270.co.uk. is used ? (FC Response)

  Yes

  No

  N/A

• Service vehicles are clean, wrapped and properly equipped with inventory and equipment ? (Franchisee Response)

  Yes

  No

  N/A

• Service vehicles are clean, wrapped and properly equipped with inventory and equipment ? (FC Response)

  Yes

  No

  N/A

• CSR's are trained to use Drain Doctor Plumbing program ? (Franchisee Response)

  Yes

  No

  N/A

• CSR's are trained to use Drain Doctor Plumbing program ? (FC Response)

  Yes

  No

  N/A

• MPG and MPF reviewed within the last 2 years ? (Franchisee Response)

  Yes

  No

  N/A

• MPG and MPF reviewed within the last 2 years ? (FC Response)

  Yes

  No

  N/A

CUSTOMER AND EMPLOYEE FOCUS

• CSR's smile when answering the phone ? (Franchisee Response)

  Yes

  No

  N/A

• CSR's smile when answering the phone ? (FC Response)

  Yes

  No

  N/A

• A survey call is made to each customer within 15 minutes of the Service Professional completing the call ? (Franchisee Response)

  Yes

  No

  N/A

• A survey call is made to each customer within 15 minutes of the Service Professional completing the call ? (FC Response)

  Yes

  No

  N/A

• Customer complaints are resolved in a timely manner ? (Franchisee Response)

  Yes

  No

  N/A

• Customer complaints are resolved in a timely manner ? (FC Response)

  Yes

  No

  N/A

• Service Professionals meet appearance and uniform standards ? (Franchisee Response)

  Yes

  No

  N/A

• Service Professionals meet appearance and uniform standards ? (FC Response)

  Yes

  No

  N/A

• Franchisee spends time recruiting and interviewing on a weekly basis ? (Franchisee Response)

  Yes

  No

  N/A

• Franchisee spends time recruiting and interviewing on a weekly basis ? (FC Response)

  Yes

  No

  N/A

• Employee pay plans are sufficient to be recognised as a workplace of choice ? (Franchisee Response)

  Yes

  No

  N/A

• Employee pay plans are sufficient to be recognised as a workplace of choice ? (FC Response)

  Yes

  No

  N/A

• All Service Professionals carry required PPE Kit ? (Franchisee Response)

  Yes

  No

  N/A

• All Service Professionals carry required PPE Kit ? (FC Response)

  Yes

  No

  N/A

• All Service Professional are current on their inoculations ? (Franchisee Response)

  Yes

  No

  N/A

• All Service Professional are current on their inoculations ? (FC Response)

  Yes

  No

  N/A

• All employees have a Policy Manual, Job Description and Job Responsibility ? (Franchisee Response)

  Yes

  No

  N/A

• All employees have a Policy Manual, Job Description and Job Responsibility ? (FC Response)

  Yes

  No

  N/A

• Health & Safety Manual is current, utilised and in place ? (Franchisee Response)

  Yes

  No

  N/A

• Health & Safety Manual is current, utilised and in place ? (FC Response)

  Yes

  No

  N/A

• All Service Professionals hold WJA and Confined Spaces accreditation ? (Franchisee Response)

  Yes

  No

  N/A

• All Service Professionals hold WJA and Confined Spaces accreditation ? (FC Response)

  Yes

  No

  N/A

• Franchisee meets with employees quarterly to set goals and discuss career path ? (Franchisee Response)

  Yes

  No

  N/A

• Franchisee meets with employees quarterly to set goals and discuss career path ? (FC Response)

  Yes

  No

  N/A

• Network with fellow franchisees ? (Franchisee Response)

  Yes

  No

  N/A

• Network with fellow franchisees ? (FC Response)

  Yes

  No

  N/A

• Are employee recognition and engagement programs in place ? (Franchisee Response)

  Yes

  No

  N/A

• Are employee recognition and engagement programs in place ? (FC Response)

  Yes

  No

  N/A

MARKETING

• Has a current marketing budget and plan ? (Franchisee Response)

  Yes

  No

  N/A

• Has a current marketing budget and plan ? (FC Response)

  Yes

  No

  N/A

• Marketing spend is 10% or more of the total revenue ? (Franchisee Response)

  Yes

  No

  N/A

• Marketing spend is 10% or more of the total revenue ? (FC Response)

  Yes

  No

  N/A

• Tracking ROI on marketing via Webchise report ? (Franchisee Response)

  Yes

  No

  N/A

• Tracking ROI on marketing via Webchise report ? (FC Response)

  Yes

  No

  N/A

• Has a SEO program in place ? (Franchisee Response)

  Yes

  No

  N/A

• Has a SEO program in place ? (FC Response)

  Yes

  No

  N/A

• Has a PPC program in place ? (Franchisee Response)

  Yes

  No

  N/A

• Has a PPC program in place ? (FC Response)

  Yes

  No

  N/A

• Has a social media program in place ? (Franchisee Response)

  Yes

  No

  N/A

• Has a social media program in place ? (FC Response)

  Yes

  No

  N/A

• Sends hand written thank you notes to customers ? (Franchisee Response)

  Yes

  No

  N/A

• Sends hand written thank you notes to customers ? (FC Response)

  Yes

  No

  N/A

• Uses print portal to create marketing materials ? (Franchisee Response)

  Yes

  No

  N/A

• Uses print portal to create marketing materials ? (FC Response)

  Yes

  No

  N/A

• Uses marketing package materials with new branding ? (Franchisee Response)

  Yes

  No

  N/A

• Uses marketing package materials with new branding ? (FC Response)

  Yes

  No

  N/A

• Soliciting online reviews from customers ? (Franchisee Response)

  Yes

  No

  N/A

• Soliciting online reviews from customers ? (FC Response)

  Yes

  No

  N/A

• Has claimed Google My Business page ? (Franchisee Response)

  Yes

  No

  N/A

• Has claimed Google My Business page ? (FC Response)

  Yes

  No

  N/A

• Check and work on website content regularly ? (Franchisee Response)

  Yes

  No

  N/A

• Check and work on website content regularly ? (FC Response)

  Yes

  No

  N/A

• Touch existing customers regularly ? (Franchisee Response)

  Yes

  No

  N/A

• Touch existing customers regularly ? (FC Response)

  Yes

  No

  N/A

• ESales Hub is used ? (Franchisee Response)

  Yes

  No

  N/A

• ESales Hub is used ? (FC Response)

  Yes

  No

  N/A

• Service Professional leaves magnets, valve tags, promotional items ? (Franchisee Response)

  Yes

  No

  N/A

• Service Professional leaves magnets, valve tags, promotional items ? (FC Response)

  Yes

  No

  N/A

• Participates in networking business clubs such as BNI etc ? (Franchisee Response)

  Yes

  No

  N/A

• Participates in networking business clubs such as BNI etc ? (FC Response)

  Yes

  No

  N/A

PROFITABILITY AND HEALTH

• Produces accurate and timely Profit and Loss statements ? (Franchisee Response)

  Yes

  No

  N/A

• Produces accurate and timely Profit and Loss statements ? (FC Response)

  Yes

  No

  N/A

• Has a yearly budget and compares it to actual ? (Franchisee Response)

  Yes

  No

  N/A

• Has a yearly budget and compares it to actual ? (FC Response)

  Yes

  No

  N/A

• Reviews and works Accounts Receivable (debtors list) and Accounts Payable ageing reports weekly ? (Franchisee Response)

  Yes

  No

  N/A

• Reviews and works Accounts Receivable (debtors list) and Accounts Payable ageing reports weekly ? (FC Response)

  Yes

  No

  N/A

• Uses Drain Doctor Plumbing chart of accounts ? (Franchisee Response)

  Yes

  No

  N/A

• Uses Drain Doctor Plumbing chart of accounts ? (FC Response)

  Yes

  No

  N/A

• Reconciles all business bank and credit card accounts at least monthly ? (Franchisee Response)

  Yes

  No

  N/A

• Reconciles all business bank and credit card accounts at least monthly ? (FC Response)

  Yes

  No

  N/A

• Enters invoices the same day of sale on Webchise ? (Franchisee Response)

  Yes

  No

  N/A

• Enters invoices the same day of sale on Webchise ? (FC Response)

  Yes

  No

  N/A

• Sufficient internal controls in place to safeguard against employee theft and monitored by franchisee ? (Franchisee Response)

  Yes

  No

  N/A

• Sufficient internal controls in place to safeguard against employee theft and monitored by franchisee ? (FC Response)

  Yes

  No

  N/A

• Plumbing Check Ups are completed on at least 90% of jobs ? (Franchisee Response)

  Yes

  No

  N/A

• Plumbing Check Ups are completed on at least 90% of jobs ? (FC Response)

  Yes

  No

  N/A

• Add on percentage is at least 75% ? (Franchisee Response)

  Yes

  No

  N/A

• Add on percentage is at least 75% ? (FC Response)

  Yes

  No

  N/A

• Financial statements reviewed by licensed accountant yearly ? (Franchisee Response)

  Yes

  No

  N/A

• Financial statements reviewed by licensed accountant yearly ? (FC Response)

  Yes

  No

  N/A

• Gross Profit at this stage of the business falls within normal range ? (Franchisee Response)

  Yes

  No

  N/A

• Gross Profit at this stage of the business falls within normal range ? (FC Response)

  Yes

  No

  N/A

• Labour expenses at this stage of the business falls within normal range ? (Franchisee Response)

  Yes

  No

  N/A

• Labour expenses at this stage of the business falls within normal range ? (FC Response)

  Yes

  No

  N/A

• Material expense at this stage of the business falls within normal range ? (Franchisee Response)

  Yes

  No

  N/A

• Material expense at this stage of the business falls within normal range ? (FC Response)

  Yes

  No

  N/A

• Net Profit at this stage of the business falls within normal range ? (Franchisee Response)

  Yes

  No

  N/A

• Net Profit at this stage of the business falls within normal range ? (FC Response)

  Yes

  No

  N/A

• Signed by Franchisee:

  Sign

• Signed by FC:

  Sign