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Customer Visits Form

by Dustin Patton, from the Community

A comprehensive Customer Visits Form for restaurants to evaluate phone etiquette, guest welcome, product quality, and store standards. Review appearance, service, order accuracy, cheese, toppings, dough, sauce, and finished product. Verify cleanliness across front counter, BOH, bathrooms, and devices; check visible food safety, handwashing, and uniform compliance. Include parking lot, signage, lighting, and action notes.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .

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Ocala SDRV 2024 Restaurant Audit Checklist

Comprehensive restaurant operations and food safety review for Ocala SDRV 2024. Covers restaurant appearance, service standards, pizza quality slices (cheese, toppings, dough, sauce, accuracy, finished product), uniform compliance, and critical food safety checks with temperatures. Includes paperwork controls, inventory spot checks, communication boards, management tasks, driver documentation, culture and training metrics, cleanliness inspections, and action planning with priorities and acknowledgements.

by Dustin Patton, from the Community

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Restaurant Customer Service Checklist

This customer service checklist helps restaurants and cafes deliver consistent guest experiences. It covers cleanliness and first impressions, service etiquette, product knowledge and upselling, and till experience and speed of service. Use it to audit staff behavior, store presentation, queue times, order accuracy, and thank-you etiquette. Ideal for front-of-house teams and managers to spot gaps, coach staff, and standardize service across locations.

by Ryan Carranza, from the Community

10+

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SOAR Mystery Shopper Questionnaire

This document is a detailed quality assessment form designed to evaluate Sonic Drive In restaurant locations. It covers multiple aspects of restaurant operations including initial lot inspection, drive-thru efficiency, order accuracy, food quality, service timing, employee appearance and behavior, facility cleanliness, and customer service standards. The form includes specific sections for evaluating vehicle counts, order processing times, food temperature and quality, employee uniform compliance, restroom maintenance, and overall customer experience. It serves as a comprehensive tool for maintaining consistent service standards across Sonic restaurant locations and ensuring high-quality customer experiences.

by Alex Marizcurrena, from the Community

40+

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Food Quality and Safety Audit

Use this comprehensive food quality and safety audit checklist to standardize inspections across production and retail food operations. Assess equipment condition, product appearance and weights, and adherence to recipe SOPs for fillings, toppings, and glazing. Verify HACCP documentation, delivery and temperature logs, allergen management, labeling, and storage practices. Review hygiene and uniform standards, pest control, and fire safety systems. Capture issues, record corrective actions, and maintain compliance with internal and regulatory requirements.

by Katarina Hopkins, from the Community

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GM Systems Evaluation Visit 2023 Checklist

This GM systems evaluation checklist helps restaurant and pizza store leaders verify operational excellence across image and cleanliness, service speed, product quality, and safety. Review exterior and interior cleanliness, restroom and equipment sanitation, and uniform and grooming standards. Check service performance targets such as forward lot movement and drive through wait times, and confirm team readiness in customer concern handling. Assess product quality, including dough management, temperature control, dating and rotation, and adherence to approved procedures. Verify security practices such as back door controls, cash handling limits, deposit discipline, and time delay safe use. Use this tool to standardize visits, highlight risks, and drive continuous improvement.

by Dan Elwell, from the Community

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Counter Service Team Performance Review Checklist

Use this restaurant counter service team performance review to assess operations and guest experience. Evaluate exterior and interior presentation, customer cycle speed and accuracy, food preparation against corporate standards, FOH and BOH meetings, sanitation and safety practices, temperature controls, labeling and rotation, equipment condition, and staff certifications. Includes to go service checks and management engagement to drive consistent quality and compliance.

by Rick Thompson, from the Community

10+

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