Shop Audit 520 Covid Update

• 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 Capital Improvements

Exterior

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

  Yes

  No

  N/A

• 2. Is landscaping acceptable and well maintained?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 6. Is the American flag in good condition?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 10. Are garage doors clean?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 12. Is the shuttle vehicle inspection current?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 17. Are employees vehicles parked in designated spots?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 20. Is dumpster area clean and maintained?

  Yes

  No

  N/A

• Comments/Action Items:

  Yes

  No

  N/A

• 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

• 1. Are the floors clean?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 4. Are promotional materials current?

  Yes

  No

  N/A

• 5. Are JWT Posters displayed?

  Yes

  No

  N/A

• 6. Is all showroom lighting functioning properly?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 9. Is POS material current and displayed properly?

  Yes

  No

  N/A

• 10. Are approved tires on display?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 14. Are wheel displays current and wheels clean?

  Yes

  No

  N/A

• 15. Is battery display clean and stocked?

  Yes

  No

  N/A

• 16. Is wiper display clean and stocked?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 20. Is Wi-Fi sign posted?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 24. Is the managers office clean and uncluttered?

  Yes

  No

  N/A

• 25. Is the operations binder up to date?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 27. Are business cards accessible to customers?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 32. Is the State Inspection prices posted?

  Yes

  No

  N/A

• 33. Is State Emission sign posted?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 37. Are credit card contact numbers available?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 40. Are approved stampers available and in use?

  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

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

  Yes

  No

  N/A

• 2. Is shop lighting acceptable?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 12. Are courtesy checks being performed on vehicles?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 16. Are the shop employees wearing safety shoes?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 18. Is the physicians panel posted and current?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 24. Are all parts away and shelves organized?

  Yes

  No

  N/A

• 25. Are tire racks organized?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 34. Do all lifts have working locks?

  Yes

  No

  N/A

• 35. 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

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

  Yes

  No

  N/A

• 2. Is store turnover under 50%?<br>

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 19. Is the shuttle service being offered?

  Yes

  No

  N/A

• 20. Are customers immediately greeted when entering store?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Comments/Action Items:

  Yes

  No

  N/A

AUDIT

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

  Yes

  No

  N/A

• 34. Is the cash drawer locked?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Safety Inspection Sticker Count

• Emission Inspection Sticker Count

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 39. Are inventory adjustment levels acceptable?

  Yes

  No

  N/A

• Comments/Action Items:

Additional Comments and Sign Off

• Manager's name and signature

  Sign

• Auditor's name and signature

  Sign