Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel


CARE Call or Priority Pass each Reservation (PPass Goal 85%)

  • Branch above 85% Priority Pass Expectation?

  • Customers being welcomed as Priority Pass VIP Customers

  • All rental ready contracts Pre- Written?

  • 100% CARE Calls completed prior to customers arrival?


  • Are Clean Car Checklist being completed daily?

  • Do all DOT vehicles have completed DVIR displayed on dash before the branch closes?

  • Are 100% of branches fleet entered into TRAM?

  • Are vehicles being backed in with tires turned?

  • Is the scheduled inspections being completed before 90 days due?

  • Are all vehicles being cleaned before the branch leaves at night?

  • Is the branch's LOFR score currently below 30?


  • Is there a Counter Manager today and are they at the counter?

  • Is the Dispatch Log being utilized?

  • Is the 15/10 rule being adhered to?


  • Are the customers demonstrating Customer 4 Life Culture?

  • Are all employees acknowledging each customer?

  • Is each employee professionally dressed and is the branch appearance professional and clean?

  • Is the Thank You Script being utilized?

Great Return

  • Is the receipt being reviewed around the counter and next to the customer?

  • Are the 3 critical questions being asked?

  • Is the S/F Checklist being used REGULARLY?

  • Do the employees thank the customer for their business and walk them out the door?

  • Are employees displaying the 4 Behaviors of Excellence?

Employee Development

100% Roadmap Completion

  • Was GO Truck training completed and up to date?

Weekly 1-on-1 with Branch Manager (PDM Week 1)

  • Week 1 1-on-1's completed?

  • Week 2 1-on-1's completed?

  • Week 3 1-on-1's completed?

  • Week 4 1-on-1's completed?

Duty Roster that rotates monthly

  • Is there a Duty Roster in place?

  • Is the Duty Roster being utilized daily? (Include Picture)

  • Is the Counter Manager checking up on Duty Completion throughout the day?

  • Are the Branch Duties being rotated?

Employee Hours (MT/MA's should average no more than 49 hrs per week

  • Each MT/MA working 49 hours (+/- 1 hour)

  • Hour approval above 85%

100% Review Completion (Delivered to HR by the 25th)

  • 100% Review completion from last month?

  • All reviews for this month have been scheduled?


Goal Boards Updated Monthly BMI Posted Daily

  • Is the goal board updated?

  • Is the BMI posted?

  • Are the employees aware of the branches numbers and where numbers are related to the set goals?

  • Are the employees aware of their personal numbers!

Counter Manager

  • Did the branch have a morning huddle today?

  • Does each employee have sales goals for today?

  • Do the employees know what vehicles are available for Sell-up Options?

  • Do employees know the availability/pricing for walk-ins today?

Lot Plan

  • Is there a written and posted lot plan?

  • Is the lot merchandised?

  • Are the employees walking the lot for sell - ups?

60 Minutes of Sales Training Per Day?

  • Is the Sales Playbook being utilized?

  • Is the Coaching Checklist being utilized?

  • Has the Manager observed/coached anyone today?

  • Has the Manager given 60 minutes of sales training today?

Real Time Ticket by Ticket Management

  • Is the Rate Tracker being utilized?

  • Are they using the rate tracker real-time?

  • Is Feedback and Coaching being sent out to all truck employees twice a day (Noon and EOB)?

Cost control

Assigned Callbacks and A/R's

  • Are Callbacks being completed daily?

  • Does each employee have assigned A/R's?

  • Was Bad Debt below group goal last month?

  • Is each callback down less than $150

Weekly Risk Review

  • Was the Risk Review completed last week?

  • Is the Risk Review being completed with Actions Taken?

Follow Truck Underwriting Grid

  • Retail/Debit Contract Audit #1 Pass

  • Retail/Debit Contract Audit #2 Pass

  • Retail/Debit Contract Audit #3 Pass

  • Retail/Debit Contract Audit #4 Pass

  • Retail/Debit Contract Audit #5 Pass

Do not re-rent vehicles with Damage?

  • Are damaged vehicles being set aside and not re-rented?<br>

  • Walk the lot. Is each vehicle clean and ready to rent?


Follow Group Phone Script

  • Are employees answering the phone with urgency?

  • Are employees asking for the reservation?


  • Is someone scheduled to go marketing today?

  • Does the branch have a marketing schedule?

  • Review the Sales Activity Report, are employees on track to meet their goals?

  • Are employees actively reviewing their PAR report?

  • Does each employee have meetings scheduled utilizing the scheduled activities report?


  • Did each employee receive a PDM last month?

  • Do the action steps include KPI's?

  • Are the PDM's printed and posted?


  • Has the manager reviewed the competitor reporting?

  • Is each employee completing 2 competitor profiles weekly?

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.