Information
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FSE Name:
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Territory:
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Field Visit Number.
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Conducted on
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Location
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Prepared by
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Franchise start date.
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Franchise photo
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Number of leads taken over last 12 months
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Average number of leads taken per month
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Average number of leads per month in region
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Number of appraisals over last 12 months
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Number of complaints over last 12 months
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Number of meetings attended out of previous 10
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12 month spend with suppliers
VEHICLE COMPLIANCE
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Make and Model
- Mercedes Vito
- Toyota Hiace
- Hyundai
- Ford Transit
- Volkswagen
- Other
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Vehicle build date
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Registration
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Does the vehicle have a cargo barrier?
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Explanation
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Date to Rectify
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Explanation
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Date to Rectify
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Is the vehicle clean and tidy?
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Explanation
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Date to Rectify
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Is everything in the vehicle properly secured?
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Explanation
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Date to Rectify
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Is the sign writing in good condition?
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Explanation
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Date to Rectify
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Is there a suitable fire extinguisher in the vehicle and has it been properly maintained?
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Explanation
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Date to rectify
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Is there a fully stocked and suitable First Aid Kit? ( equivalent to the one for use on a construction site)?
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Explanation
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Date to Rectify
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Are there traffic management devices in the vehicle - witches hats and bollards?
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Explanation
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Date to Rectify
TOOLS & EQUIPMENT
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Does the Franchisee have suitable and sufficient tools to perform required tasks?
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Explanation
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Date to Rectify
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Have field strength meters been calibrated and have a copy of certification?
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Does the Franchisee have a current drivers licence?
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Explanation
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Date to Rectify
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Are the Franchisee's manuals accessible?
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Explanation
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Date to Rectify
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Does the franchise have and use a Gutter Guard or similar?
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Has the franchise got updated areas and zones to gain sufficient work?
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Does the franchise call back all unsuccessful/pending quotes?
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Does the franchise call back all customers completed on a weekly basis as a courtesy call?
UNIFORM
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Is the Franchisee in complete uniform ? Inc. hats,navy pants, and jackets
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Date to Rectify
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Does the Franchisee have a spare clean uniform in the van.
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Explanation
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Date to Rectify
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Is the uniform in good condition?
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Date to Rectify
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Are the boots clean?
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Date to Rectify
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COMMENTS
PERSONAL PROTECTIVE EQUIPMENT (PPE)
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Steel capped boots for construction sites?
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Date to Rectify
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Hi-Visibility Safety Vest/Polo?
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Date to Rectify
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Safety Glasses Available ?
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Date to Rectify
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Hearing Protection Available ?
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Date to Rectify
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COMMENTS
PRINTED STATIONERY AND REFERENCE MATERIAL
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Are Business Cards correct format with correct email etc... ?
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Date to Rectify
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Do you have current marketing brochures?
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Date to Rectify
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Are the invoices in an approved format and do they include warranty T&Cs and TCA Form?
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Date to Rectify
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Has the Franchisee tailored their brag book to contain Certificates of Competency (Including fire competency) calibration certificate etc.?
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Date to Rectify
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Carry a stock of promotional material ?
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Date to Rectify
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COMMENTS
WORK PRACTICES
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Does the Franchisee accept credit card and EFTPOS payments ?
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Rectify Date
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Does the Franchisee support preferred suppliers ?
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Does the franchise understand the group benefits of the preferred supplier program?
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Does the Franchisee update Jim's On-line for pickups ?
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Does the franchise understand the benefits to the franchise business?
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Date to Rectify
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Explanation
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Select date
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Is the Franchisee's phone message appropriate ? Are there two separate messages - one for unavailable and one if on another call ?
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Date to Rectify
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Does the Franchisee answer their phone appropriately ?
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COMMENTS
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Select date
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PARTICIPATION - DOES THE FRANCHISEE
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Accept proactive calls?
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How could proactive calls improve?
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Accept site visits?
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Attend regular breakfast and/or regional meetings?
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COMMENTS
EMPLOYEES-IF THE FRANCHISEE HAS EMPLOYEES
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Provide constructive feedback in accordance with our culture ?
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Does the Franchisee have Employees please Tick
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Does the Employee have his own vehicle?
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Is the employee vehicle sign written?
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Does the Franchisee require the employee to attend meetings?
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Has the employee attended Height Safety Training
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Does the employee have a roofers harness?
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Does the Franchisee consult with their employee on WHS/OHS/OSH issues?
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Does the Franchisee adequately ensure the employee operates in accordance with our policies and procedures?
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FSE to sign confirming they employ staff in accordance with Fare Work Australia (Australia) Or Department of Labour (NZ)
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COMMENTS
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OTHER
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Does the Franchisee have a current ID card?
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Date to Rectify
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Does the Franchisee review the intranet for updated items weekly?
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Date to Rectify
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Is the Email signature correct?
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Date to Rectify
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Is the Franchisee's insurance cover current and do they have a current certificate of currency?
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Date to Rectify
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Is the Franchisee providing services outside operations manual?
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Date to Rectify
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Does the Franchisee advertise their mobile number outside or their territory (is their mobile number on the internet)?
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Date to Rectify
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COMMENTS
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Did the franchise attend the previous conference?
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Is the franchise likely to attend the next conference?
ACTION PLAN
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Action plan for franchisee to follow up.
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DATE TO RECTIFY
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Action plan for Franchisor to follow up.
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DATE TO RECTIFY
ADDITIONAL COMMENTS OR ACTIONS
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Additional comments or concerns
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FSE Name & Code
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Name of person conducting review
