Information

  • Retail Store Number

  • Date and Time Audit Completed

  • 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 Capital Improvements

Exterior

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

  • 2. Is landscaping acceptable and well maintained?

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

  • 4. Is the road sign maintained and lighting working?

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

  • 6. Is the American flag in good condition?

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

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

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

  • 10. Are garage doors clean?

  • 11. Is the shuttle vehicle clean and in good repair?

  • 12. Is the shuttle vehicle inspection current?

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

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

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

  • 16. Are all completed customer cars in lot locked?

  • 17. Are employees vehicles parked in designated spots?

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

  • 19. Are cigarette chimmies in proper location and clean?

  • 20. Is dumpster area clean and maintained?

  • Comments/Action Items:

  • How soon will upgrades be needed on exterior paint?

  • How soon will upgrades be needed on exterior signage?

  • How soon will upgrades be needed on garage doors?

  • How soon will upgrades be needed on copy board?

  • How soon will upgrades be needed on roof?

  • How soon will upgrades be needed on parking lot?

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

  • Do you have an exterior digital copy board?

  • Do you have an exterior free air station?

Showroom / Sales Counter

  • 1. Are the floors clean?

  • 2. Are the floor mats clean and in place?

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

  • 4. Are promotional materials current?

  • 5. Are JWT Posters displayed?

  • 6. Is all showroom lighting functioning properly?

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

  • 8. Are credit card materials on display and current?

  • 9. Is POS material current and displayed properly?

  • 10. Are approved tires on display?

  • 11. Are display tires clean with no blue lettering present?

  • 12. Are approved tires on display with current DOT # ?

  • 13. Are display racks and signage clean and well maintained?

  • 14. Are wheel displays current and wheels clean?

  • 15. Is battery display clean and stocked?

  • 16. Is wiper display clean and stocked?

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

  • 18. Are the coffee and water services discontinued with covid explanation sign posted?

  • 19. Are the toys, crayons, and books removed from the children’s area?

  • 20. Is Wi-Fi sign posted?

  • 21. Is the waiting room clear of any magazines and newspapers?

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

  • 23. Are the garbage containers clean and not overflowing?

  • 24. Is the managers office clean and uncluttered?

  • 25. Is the operations binder up to date?

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

  • 27. Are business cards accessible to customers?

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

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

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

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

  • 32. Is the State Inspection prices posted?

  • 33. Is State Emission sign posted?

  • 34. Is the sales tax permit posted and current?

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

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

  • 37. Are credit card contact numbers available?

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

  • 39. Does the store have an evacuation plan and map posted?

  • 40. Are approved stampers available and in use?

  • Comments/Action Items:

Showroom Capital Improvements

  • How soon will upgrades be needed on lighting?

  • How soon will upgrades be needed on floors?

  • How soon will upgrades be needed on full remodel?

  • How soon will upgrades be needed on bathroom updates?

  • How soon will upgrades be needed on ceiling tiles?

  • How soon will upgrades be needed on showroom paint?

  • How soon will upgrades be needed on phone system?

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

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

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

Shop / Storage

  • 1. Are all bays and loading docks clean and organized?

  • 2. Is shop lighting acceptable?

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

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

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

  • 6. Is the first aid kit stocked and accessible?

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

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

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

  • 10. Is the Parts Return shelf orderly with only current returns (less than 10 days old)?<br>

  • 11. Are the oil and rotation stickers being used?

  • 12. Are courtesy checks being performed on vehicles?

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

  • 14. Is the blue on new tires being cleaned off?

  • 15. Are safety glasses being worn in the shop?

  • 16. Are the shop employees wearing safety shoes?

  • 17. Is the employee information board and OSHA material current?

  • 18. Is the physicians panel posted and current?

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

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

  • 21. Are the eyewash stations operational, clean and accessible?

  • 22. Are there guards and shields on bench grinder?

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

  • 24. Are all parts away and shelves organized?

  • 25. Are tire racks organized?

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

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

  • 28. Is all equipment clean and maintenance up to date?

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

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

  • 31. Is the software for alignment machine current (no older than 2 years)?

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

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

  • 34. Do all lifts have working locks?

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

  • Comments/Action Items:

Shop Capital Improvements

  • How soon will upgrades be needed on tire machines?

  • How soon will upgrades be needed on wheel balancers?

  • How soon will upgrades be needed on lifts?

  • How soon will upgrades be needed on flush equipment?

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

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

  • How soon will upgrades be needed on lighting?

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

  • How soon will upgrades be needed on alignment machine?

  • How soon will upgrades be needed on emission machine?

  • How soon will upgrades be needed on compressor?

  • How soon will upgrades be needed on garage doors?

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

  • Do you have an auto inflator and cage?

  • Do you have Hawk Eye alignment heads?

Controls

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

  • 2. Is store turnover under 50%?<br>

  • 3. Is schedule written to under 40% payroll percentage/gross profit?

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

  • 7. Are bins properly labeled and system being properly utilized?

  • 8. Are all work orders in completed bin updated with final copy?

  • 9. Are only current work orders in the bins?

  • 10. Are the colored work order sleeves being used correctly?

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

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

  • 13. Are all non stock slips being processed correctly?

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

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

  • 16. Are the telephones being answered within 3 rings?

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

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

  • 19. Is the shuttle service being offered?

  • 20. Are customers immediately greeted when entering store?

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

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

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

  • 24. Is sales staff properly presenting Total Tire Protection?

  • 25. Are estimates for service work being prepared properly in TCS and verified?

  • 26. Are the customers being taken out to the shop for show and tell on their cars, when possible?

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

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

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

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

  • 31. Is the sales staff offering to sign guests up for myJack rewards program?

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

  • Comments/Action Items:

AUDIT

  • 33. Is the safe locked and procedures being followed?

  • 34. Is the cash drawer locked?

  • 35. Is cash drawer variance less than $1?<br>

  • Safety Inspection Sticker Count

  • Emission Inspection Sticker Count

  • 37. Are there any work orders older than 2 weeks without documentation?<br><br>

  • 38. Are there any transfers that are more than 3 days old?<br>

  • 39. Are inventory adjustment levels acceptable?

  • Comments/Action Items:

Additional Comments and Sign Off

  • Manager's name and signature

  • Auditor's name and signature

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.