Front Sheet

  • Franchise number

  • Franchise name

  • Prepared by (RSSM)

  • Location
  • Date of visit

  • Attendees

Business premises review

Business premises

  • Condition of the exterior of the property (photo required)

  • What evidence is there that this property is a Rainbow International unit

  • What condition was the skip in

  • Detail condition of the warehousing facilities including stored contents (photo required)

  • Detail condition of office and administration areas

  • Summary

SEPM Report

SEPM report review by area

  • Detail overall KPI ranking with evidence of current activities

  • What is the current validation ranking for both passed and failed

  • Detailed comparison of overall drying ranking and EOW ranking and reasons for current position against previous year

  • Details state of the current WIP report along with actions specific to outstanding jobs and work in progress and invoicing

  • Summary

Yellow report

Yellow report review key areas

  • What is the current value for self generated work and percentage split

  • What is the current average job value for insurance work against network

  • Peril review compared to network

  • What anticipated new self generated work is likely to come into the business in the next 3 to 6 months

  • Review outstanding domestic and commercial quotes

  • What is the business break even point – is the business trading above this?

  • Summary

Area penetration review

Area penetration review against Network average for SGW on domestic and commercial

  • Area one*

  • Area two*

  • Area three*

  • Area four*

  • Area five*

  • Area six*

  • Area seven*

  • Area eight*

  • * If applicable

  • Summary

Marketing review

Marketing review and activities

  • What evidence is there of a marketing calendar or plan

  • What additional marketing efforts have been made for additional services outside of core business

  • What positive customer feed back has been received since last visit

  • What unusual work have you completed since the last visit that can be used in the Rainbow Restorer

  • How many local any NFU branches are there in the areas you cover?

  • What contact has been made with the local NFU branches in your areas?

  • What volume of work do you get from each branch of NFU in your areas?

  • Summary

Additonal documentation

Additional documentation

  • What evidence is present to demonstrate that current CRB checks have been completed for appropriate staff

  • Do appropriate staff members have current ID cards and what are the expiry dates. Please list names and dates.

  • Are 'Deed of Covenant' signed and dated?

  • Is this franchise Safe Contractor or CHAS approved?

  • Does this franchise use SOS on iPad in the field? If not, what are the reasons why?

  • Summary

Corrective Action Plan

Corrective action points and visit report summary

  • Corrective action point 1

  • Completion date

  • Corrective action point reference

  • Corrective action point 2

  • Completion date

  • Corrective action point reference

  • Corrective action point 3

  • Completion date

  • Corrective action point reference

  • Corrective action point 4

  • Completion date

  • Corrective action point reference

  • Corrective action point 5

  • Completion date

  • Corrective action point reference

  • Corrective action point 6

  • Completion date

  • Corrective action point reference

  • Summary

  • Franchise owner comments

  • Signature of franchise representative

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.