Group 63 Branch Truck Audit Copy

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

SQI

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

• Branch above 85% Priority Pass Expectation?

  yes

  no

  N/A

• Customers being welcomed as Priority Pass VIP Customers

  yes

  no

  N/A

• All rental ready contracts Pre- Written?

  yes

  no

  N/A

• 100% CARE Calls completed prior to customers arrival?

  yes

  no

  N/A

Cleanliness

• Are Clean Car Checklist being completed daily?

  yes

  no

  N/A

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

  yes

  no

  N/A

• Are 100% of branches fleet entered into TRAM?

  yes

  no

  N/A

• Are vehicles being backed in with tires turned?

  yes

  no

  N/A

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

  yes

  no

  N/A

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

  yes

  no

  N/A

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

  yes

  no

  N/A

Timeliness

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

  yes

  no

  N/A

• Is the Dispatch Log being utilized?

  yes

  no

  N/A

• Is the 15/10 rule being adhered to?

  yes

  no

  N/A

Friendliness

• Are the customers demonstrating Customer 4 Life Culture?

  yes

  no

  N/A

• Are all employees acknowledging each customer?

  yes

  no

  N/A

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

  yes

  no

  N/A

• Is the Thank You Script being utilized?

  yes

  no

  N/A

Great Return

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

  yes

  no

  N/A

• Are the 3 critical questions being asked?

  yes

  no

  N/A

• Is the S/F Checklist being used REGULARLY?

  yes

  no

  N/A

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

  yes

  no

  N/A

• Are employees displaying the 4 Behaviors of Excellence?

  yes

  no

  N/A

Employee Development

100% Roadmap Completion

• Was GO Truck training completed and up to date?

  yes

  no

  N/A

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

• Week 1 1-on-1's completed?

  yes

  no

  N/A

• Week 2 1-on-1's completed?

  yes

  no

  N/A

• Week 3 1-on-1's completed?

  yes

  no

  N/A

• Week 4 1-on-1's completed?

  yes

  no

  N/A

Duty Roster that rotates monthly

• Is there a Duty Roster in place?

  yes

  no

  N/A

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

  yes

  no

  N/A

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

  yes

  no

  N/A

• Are the Branch Duties being rotated?

  yes

  no

  N/A

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

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

  yes

  no

  N/A

• Hour approval above 85%

  yes

  no

  N/A

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

• 100% Review completion from last month?

  Select yes no N/A

  • yes
  • no
  • N/A

• All reviews for this month have been scheduled?

  Select yes no N/A

  • yes
  • no
  • N/A

Revenue

Goal Boards Updated Monthly BMI Posted Daily

• Is the goal board updated?

  Select yes no N/A

  • yes
  • no
  • N/A

• Is the BMI posted?

  Select yes no N/A

  • yes
  • no
  • N/A

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

  Select yes no N/A

  • yes
  • no
  • N/A

• Are the employees aware of their personal numbers!

  Select yes no N/A

  • yes
  • no
  • N/A

Counter Manager

• Did the branch have a morning huddle today?

  Select yes no N/A

  • yes
  • no
  • N/A

• Does each employee have sales goals for today?

  Select yes no N/A

  • yes
  • no
  • N/A

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

  Select yes no N/A

  • yes
  • no
  • N/A

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

  Select yes no N/A

  • yes
  • no
  • N/A

Lot Plan

• Is there a written and posted lot plan?

  Select yes no N/A

  • yes
  • no
  • N/A

• Is the lot merchandised?

  Select yes no N/A

  • yes
  • no
  • N/A

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

  Select yes no N/A

  • yes
  • no
  • N/A

60 Minutes of Sales Training Per Day?

• Is the Sales Playbook being utilized?

  Select yes no N/A

  • yes
  • no
  • N/A

• Is the Coaching Checklist being utilized?

  Select yes no N/A

  • yes
  • no
  • N/A

• Has the Manager observed/coached anyone today?

  Select yes no N/A

  • yes
  • no
  • N/A

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

  Select yes no N/A

  • yes
  • no
  • N/A

Real Time Ticket by Ticket Management

• Is the Rate Tracker being utilized?

  Select yes no N/A

  • yes
  • no
  • N/A

• Are they using the rate tracker real-time?

  Select yes no N/A

  • yes
  • no
  • N/A

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

  Select yes no N/A

  • yes
  • no
  • N/A

Cost control

Assigned Callbacks and A/R's

• Are Callbacks being completed daily?

  Select yes no N/A

  • yes
  • no
  • N/A

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

  Select yes no N/A

  • yes
  • no
  • N/A

• Was Bad Debt below group goal last month?

  Select yes no N/A

  • yes
  • no
  • N/A

• Is each callback down less than $150

  Select yes no N/A

  • yes
  • no
  • N/A

Weekly Risk Review

• Was the Risk Review completed last week?

  Select yes no N/A

  • yes
  • no
  • N/A

• Is the Risk Review being completed with Actions Taken?

  Select yes no N/A

  • yes
  • no
  • N/A

Follow Truck Underwriting Grid

• Retail/Debit Contract Audit #1 Pass

  Select yes no N/A

  • yes
  • no
  • N/A

• Retail/Debit Contract Audit #2 Pass

  Select yes no N/A

  • yes
  • no
  • N/A

• Retail/Debit Contract Audit #3 Pass

  yes

  no

  N/A

• Retail/Debit Contract Audit #4 Pass

  yes

  no

  N/A

• Retail/Debit Contract Audit #5 Pass

  yes

  no

  N/A

Do not re-rent vehicles with Damage?

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

  yes

  no

  N/A

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

  yes

  no

  N/A

Growth

Follow Group Phone Script

• Are employees answering the phone with urgency?

  yes

  no

  N/A

• Are employees asking for the reservation?

  yes

  no

  N/A

Marketing

• Is someone scheduled to go marketing today?

  yes

  no

  N/A

• Does the branch have a marketing schedule?

  yes

  no

  N/A

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

  yes

  no

  N/A

• Are employees actively reviewing their PAR report?

  yes

  no

  N/A

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

  yes

  no

  N/A

PDM's

• Did each employee receive a PDM last month?

  yes

  no

  N/A

• Do the action steps include KPI's?

  yes

  no

  N/A

• Are the PDM's printed and posted?

  yes

  no

  N/A

Competition

• Has the manager reviewed the competitor reporting?

  yes

  no

  N/A

• Is each employee completing 2 competitor profiles weekly?

  yes

  no

  N/A