Shop Audit 519A

• Retail Store Number

• Date and Time Audit Completed

  Date

• Auditors Name

• Names of Sales Associates Working During Time of Audit

• What Quarter is this Audit Completed For?

Overview /Instructions

• Designed to ensure consistency in all retail stores.

• Stores will be rated as follows:

• Yes = Meet Standards (Full points awarded)

• No = Below Standards (No points awarded)

• N/A = No Impact (Ex. Repair request submitted, item does not exist, beyond Manager's control)

• Store's ranking = Yes + N/A

• The audit is broken down into 5 areas, each weighed according to importance.

• GM should use this tool to evaluate their stores and improve opportunity areas.

• DM's and Senior Management will audit your stores a minimum of 4x per year.

• Audit will be reviewed and opportunity areas discussed.

• Store audit results will determine the following:

• Store's bonus

• Disciplinary actions

• Frequency of DM visits

• Minimum number of any spot checks will be 3.

• Zero tolerance section must meet or exceed tolerance.

Exterior

• Is the parking lot clean and free of debris and lines visible/no potholes?

  Yes

  No

  N/A

• Is landscaping acceptable and well maintained?

  Yes

  No

  N/A

• Are all exterior lights and signage working and in good condition?

  Yes

  No

  N/A

• Is the road sign maintained and lighting working?

  Yes

  No

  N/A

• Is the copy board displaying the approved message and well maintained?

  Yes

  No

  N/A

• Is the American flag in good condition?

  Yes

  No

  N/A

• Is the canopy sign maintained, lighting working and egg grates present and clean?

  Yes

  No

  N/A

• Is the building in good condition, walls clean and free of webs?

  Yes

  No

  N/A

• Are showroom windows clean, not cluttered and sills dust free?

  Yes

  No

  N/A

• Are garage doors clean?

  Yes

  No

  N/A

• Is the shuttle vehicle clean and in good repair?

  Yes

  No

  N/A

• Is the shuttle vehicle inspection current?

  Yes

  No

  N/A

• Are the store hours and Wi-Fi signs posted on front door?

  Yes

  No

  N/A

• Is the tire trailer locked and tires laced to ceiling?

  Yes

  No

  N/A

• Is the night drop stocked with envelopes and a working pen?

  Yes

  No

  N/A

• Are all completed customer cars in lot locked?

  Yes

  No

  N/A

• Is cigarette chimneys (employees and customers) in proper location and clean?

  Yes

  No

  N/A

• Are employees vehicles parked in designated spots?

  Yes

  No

  N/A

• Is the parking lot free of abandoned and junk cars?

  Yes

  No

  N/A

• Comments/Action Items:

  Yes

  No

  N/A

Exterior Capital Improvements

• How soon will upgrades be needed on exterior paint?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on exterior signage?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on garage doors?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on copy board?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on roof?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on parking lot?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on the paint lines in parking lot?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• Do you have an exterior digital copy board?

  Yes

  No

  N/A

• Do you have an exterior free air station?

  Yes

  No

  N/A

Showroom / Sales Counter

• Are the floors clean?

  Yes

  No

  N/A

• Are the floor mats clean and in place?

  Yes

  No

  N/A

• Are the windows and doors clean and free of cobwebs and clutter?

  Yes

  No

  N/A

• Are promotional materials current?

  Yes

  No

  N/A

• Are JWT Posters displayed?

  Yes

  No

  N/A

• Are lighted tire brand signs (1' x 3') in working order?

  Yes

  No

  N/A

• Is promotional credit card material on display and current?

  Yes

  No

  N/A

• Is the menu board current?

  Yes

  No

  N/A

• Is POS material current and displayed properly?

  Yes

  No

  N/A

• Are the approved tires on display?

  Yes

  No

  N/A

• Are approved tires on display with current DOT # ?

  Yes

  No

  N/A

• Are display tires clean with no blue lettering present?

  Yes

  No

  N/A

• Are display racks and signage clean and well maintained?

  Yes

  No

  N/A

• Are wheel displays current and wheels clean?

  Yes

  No

  N/A

• Is battery display clean and stocked?

  Yes

  No

  N/A

• Is wiper display clean and stocked?

  Yes

  No

  N/A

• Is the waiting area clean, uncluttered, and organized?

  Yes

  No

  N/A

• Is water, fresh coffee, sugar and creamer, cups, and stirrers present?

  Yes

  No

  N/A

• Is children's area set up and stocked with games and coloring books?

  Yes

  No

  N/A

• Is Wi-Fi sign posted?

  Yes

  No

  N/A

• Are local newspaper and appropriate magazines available?

  Yes

  No

  N/A

• Are the restrooms floors, walls, and fixtures clean and stocked and coat hooks available?

  Yes

  No

  N/A

• Are the garbage containers clean and not overflowing?

  Yes

  No

  N/A

• Is the managers office clean and uncluttered?

  Yes

  No

  N/A

• Is the safety binder current?

  Yes

  No

  N/A

• Is the sales counter clean, uncluttered, and organized?

  Yes

  No

  N/A

• Are business cards accessible to customers?

  Yes

  No

  N/A

• Is the Tire Protection Plan POP (fishbowl, tire, etc.) displayed?

  Yes

  No

  N/A

• Is the inspection station (MV-443) Posted and Tech info up to date?

  Yes

  No

  N/A

• Is the Emission station (MV-516) posted and tech info up to date?

  Yes

  No

  N/A

• Are both MV-427 Inspection and Emission signs posted?

  Yes

  No

  N/A

• Is the State Inspection prices posted?

  Yes

  No

  N/A

• Is State Emission sign posted?

  Yes

  No

  N/A

• Is the sales tax permit posted and current?

  Yes

  No

  N/A

• Is the garage keepers liability insurance notice posted and current?

  Yes

  No

  N/A

• Is the oil change menu posted and laminated cards visible?

  Yes

  No

  N/A

• Are the credit card machines working properly and contact numbers available?

  Yes

  No

  N/A

• Are key tags available and in use?

  Yes

  No

  N/A

• Are adding machines/calculators in working order and accessible?

  Yes

  No

  N/A

• Do all members of the sales team comply with the professional image policy?

  Yes

  No

  N/A

• Does the store have an evacuation plan posted?

  Yes

  No

  N/A

• Comments/Action Items:

  Yes

  No

  N/A

Showroom Capital Improvements

• How soon will upgrades be needed on lighting?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on floors?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on full remodel?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on bathroom updates?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on ceiling tiles?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on showroom paint?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on phone system?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• Do you have a digital menu board behind the counter?

  Yes

  No

  N/A

• Do you have a digital board in the waiting room?

  Yes

  No

  N/A

• Do you have a wi-if counter in the waiting room?

  Yes

  No

  N/A

Shop / Storage

• Are all bays and loading docks clean and organized?

  Yes

  No

  N/A

• Is the employee mop area, restroom and break room clean and organized?

  Yes

  No

  N/A

• Are all trash, cardboard, and used tires removed from shop nightly?

  Yes

  No

  N/A

• Are all shop employees dressed in accordance with professional image policy?

  Yes

  No

  N/A

• Is the first aid kit stocked and accessible?

  Yes

  No

  N/A

• Is the JWT torque policy (torque stick, hand torque, double sign off) being used?

  Yes

  No

  N/A

• Are orange cones being placed behind vehicles when wheels are removed?

  Yes

  No

  N/A

• Is the JWT oil change policy (oil out hat, reference proper filter and oil, etc.) being used?

  Yes

  No

  N/A

• Are the oil and rotation stickers being used?

  Yes

  No

  N/A

• Are courtesy checks being performed on vehicles?

  Yes

  No

  N/A

• Is the washer fluid being topped off and windows being cleaned on every vehicle?

  Yes

  No

  N/A

• Is the blue on new tires being cleaned off?

  Yes

  No

  N/A

• Are safety glasses being worn in the shop?

  Yes

  No

  N/A

• Are the shop employees wearing steel toed shoes?

  Yes

  No

  N/A

• Is approved shop rag disposal and storage policies in use?

  Yes

  No

  N/A

• Is the employee information board and OSHA material current?

  Yes

  No

  N/A

• Is the physicians panel posted and current?

  Yes

  No

  N/A

• Are fire safety rules being followed and exits properly marked?

  Yes

  No

  N/A

• Are fire extinguishers serviced and their positions in shop marked?

  Yes

  No

  N/A

• Are the eyewash stations operational and accessible?

  Yes

  No

  N/A

• Are there guards and shields on bench grinder?

  Yes

  No

  N/A

• Are floors in the storage area clean and clutter free?

  Yes

  No

  N/A

• Are all parts away and shelves organized?

  Yes

  No

  N/A

• Are tire racks organized?

  Yes

  No

  N/A

• Is all the scrap metal and used batteries being stored properly?

  Yes

  No

  N/A

• Are the shelves free of any employee items (wheels, tires, parts, etc.)?

  Yes

  No

  N/A

• Is all equipment clean and maintenance up to date?

  Yes

  No

  N/A

• Are torque sticks and wrenches stored properly and tested for accuracy?

  Yes

  No

  N/A

• Is all non operational equipment tagged and repair order requested?

  Yes

  No

  N/A

• Is the software for alignment machine current?

  Yes

  No

  N/A

• Is the emission machine in good order and the storage cabinet in good shape?

  Yes

  No

  N/A

• Are the Bartec and scan tool software up to date?

  Yes

  No

  N/A

• Do all lifts have working locks?

  Yes

  No

  N/A

• Are the oxygen and acetylene tanks stored and secured properly?

  Yes

  No

  N/A

• Comments/Action Items:

  Yes

  No

  N/A

Shop Capital Improvements

• How soon will upgrades be needed on tire machines?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on wheel balancers?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on lifts?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on flush equipment?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on diagnostic scan tool?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on TPMS reset tool?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on lighting?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on paint in shop?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on alignment machine?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on emission machine?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on compressor?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• How soon will upgrades be needed on garage doors?

  Needs Repair 0-6 Months

  Needs Repair 6-18 Months

  Needs Repair 18-24 Months

  Beyond 24 Months

  N/A

• Do you have a tire floor organizer (hitching post)?

  Yes

  No

  N/A

• Do you have an auto inflator and cage?

  Yes

  No

  N/A

• Do you have Hawk Eye alignment heads?

  Yes

  No

  N/A

Controls

• Are there 3 weeks of current schedules posted and with correct coverage?

  Yes

  No

  N/A

• Is no overtime scheduled and overtime report being run daily?

  Yes

  No

  N/A

• Does the store appear to be in a safe condition?

  Yes

  No

  N/A

• Is the online appointment system in use and being filled out properly?

  Yes

  No

  N/A

• Are appointment assigned to the correct section of the pad?

  Yes

  No

  N/A

• Are bins properly labeled and system being properly utilized?

  Yes

  No

  N/A

• Are only current work orders in the bins?

  Yes

  No

  N/A

• Is a minimum of 8 bins in use, all located behind sales counter?

  Yes

  No

  N/A

• Are the colored work order sleeves being used correctly?

  Yes

  No

  N/A

• Are all work orders in completed bin and updated with final copy?<br><br>

  Yes

  No

  N/A

• Are the tire reservation folders being used and are all orders currents with notes?

  Yes

  No

  N/A

• Are all non stock slips being processed correctly?

  Yes

  No

  N/A

• Are all work orders and invoices being signed by the customer?

  Yes

  No

  N/A

• Are national accounts and tire adjustments being entered and are current?

  Yes

  No

  N/A

• Are the telephones being answered within 3 rings?

  Yes

  No

  N/A

• Is the phone script being followed and staff is friendly and upbeat?

  Yes

  No

  N/A

• Is the price guarantee mentioned and offered to all customers?

  Yes

  No

  N/A

• Is the shuttle service being offered?

  Yes

  No

  N/A

• Are customers immediately greeted when entering store?

  Yes

  No

  N/A

• Is the sales staff going out to the customers vehicle's for tire sales?

  Yes

  No

  N/A

• Is the free alignment check being offered with all tire sales?

  Yes

  No

  N/A

• Is the sales staff asking for and collecting email addresses?

  Yes

  No

  N/A

• Is sales staff properly presenting Total Tire Protection?

  Yes

  No

  N/A

• Are estimates for service work being prepared on in TCS, being verified, and then approved or declined in system as per customer wishes?

  Yes

  No

  N/A

• Good

  Fair

  Poor

  N/A

• Are the customers being taken out to the shop for show and tell on their cars?

  Yes

  No

  N/A

• Is the scope and cost of work reviewed with customers prior to work?

  Yes

  No

  N/A

• Are work orders being reviewed with customers prior to invoicing?

  Yes

  No

  N/A

• Are warranties and maintenance sheets being reviewed with the customers?

  Yes

  No

  N/A

• Is the paperwork being returned to customers in an organized manner?

  Yes

  No

  N/A

• Is the sales staff offering a loyalty rewards key tag?

  Yes

  No

  N/A

• Is sales staff thanking every customer for using Jack Williams?

  Yes

  No

  N/A

• Comments/Action Items:

  Yes

  No

  N/A

AUDIT

• Is the safe locked and procedures being followed?

  Yes

  No

  N/A

• Is the cash drawer locked?

  Yes

  No

  N/A

• Cash Drawer Total

• Petty Cash Total

• Safety Inspection Sticker Count

• Emission Inspection Sticker Count

• Date of Oldest Work Order

• CompuSpection Count

• Emission Machine Count

• # of Work Orders Older Than 2 Weeks

• Number of Open Transfers

• Comments/Action Items:

Additional Comments and Sign Off

• Manager's name and signature

  Sign

• Auditor's name and signature

  Sign