Store Walkthrough Checklist

• Conducted on

  Date

• Prepared by

• Location

• Division

  Select BT BMH WS BOTR BOH NTX BOH

  • BT
  • BMH
  • WS
  • BOTR
  • BOH
  • NTX
  • BOH

Exterior

• Window/glass clean?

  Good

  Fair

  Fix

  N/A

• When will they get cleaned?

  Date

• Is the parking lot clean?

  Good

  Fair

  Fix

  N/A

• How is the landscaping?

  Good

  Fair

  Fix

  N/A

• Is new equipment displayed outside of store?

  Yes

  No

  N/A

Showroom

• Are the shelves and products dust-free?

  Good

  Fair

  Fix

  N/A

• Are the products fronted on shelves or empty pegs?

  Good

  Fair

  Fix

  N/A

• Is the pricing on shelves/pegs?

  Good

  Fair

  Fix

  N/A

Parts/Warehouse

• Are counter & workstations clean & organized?

  Good

  Fair

  Fix

  N/A

• Bin location lables (Updated/Legible)

  Good

  Fair

  Fix

  N/A

• Are supplies organized in the warehouse?

  Good

  Fair

  Fix

  N/A

• Warehouse clean?

  Good

  Fair

  Fix

  N/A

Supplies

• Are the yard supplies organized?

  Good

  Fair

  Fix

  N/A

• Product Rotated (faded labels)?

  Good

  Fair

  Fix

  N/A

Rental

• Counter Clean?

  Good

  Fair

  Fix

  N/A

• Price Sheet?

  Yes

  No

  N/A

• Yard Organized?

  Good

  Fair

  Fix

  N/A

Service

• Are the Tech's uniforms cleaned weekly?

  Yes

  No

  N/A

• Are the services bays cleaned weekly?

  Yes

  No

  N/A

• Yard Organized?

  Good

  Fair

  Fix

  N/A

• Safe (trip hazards, etc.)?

  Safe

  At Risk

  N/A

Sales

• Staff have a professional appearance?

  Yes

  No

  N/A

• Brochures available?

  Yes

  No

  N/A

• Are the desk clean & organized?

  Yes

  No

  N/A

• Models displayed on showroom floor?

  Yes

  No

  N/A

Restrooms, Locker Room, and Breakroom

• Customer restroom clean?

  Good

  Fair

  Fix

  N/A

• Employee restroom cleaned?

  Good

  Fair

  Fix

  N/A

• Locker room clean?

  Good

  Fair

  Fix

  N/A

• Breakroom clean?

  Good

  Fair

  Fix

  N/A

• Cleaning crew and window washers contracted?

  Select Cleaning Crew Window Crew No

  • Cleaning Crew
  • Window Crew
  • No

• # Random Parts Counted

• # Missing

• # Random Supply Items Counted

• # Missing

• # of equipment pieces counted

• Are there any missing pieces of equipment?

  Yes

  No

  N/A

• Are any of the missing due to incomplete/missing paperwork?

  Yes

  No

  N/A

• Are all signatures on 10 random rental agreements?

  Yes

  No

  N/A

• Review the missing agreements and explain.

Petty Cash Drawer

• Petty Cash Office Starting Amount?

• Petty Cash Office Amount

• When was the last time the drawer was counted and correct?

• Petty Cash Starting Amount?

• When was the last time drawer amount was counted and correct?