Template

ARM Branch Evaluation Checklist FY 2018

by Joseph Shubinsky, from the Community

20+

Use this ARM Branch Evaluation checklist to assess car rental branch operations and customer experience. It covers SQi performance, CARE calls, Rental Ready and Priority Pass processes, LaunchPad usage, cleanliness and lot presentation, staff friendliness and professional standards, timeliness and queue management, Great Return behaviors, revenue tracking with goal boards and BMI posting, Dash Manager planning, morning huddles, and real time ticket by ticket sales coaching. Apply it to standardize audits, coach teams, and improve branch results.

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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

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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.

Template
C14 ARM Branch Evaluation Checklist
This C14 ARM Branch Evaluation checklist supports car rental branch leaders in reviewing end-to-end operations. Assess customer experience (SQi, Priority Pass, callbacks, returns), cleanliness and presentation, employee development and scheduling, and revenue management. Verify lot planning, sales training, real-time rate tracking, and contract audits. Control risk with weekly reviews, underwriting grid compliance, and T2T damage checks. Confirm vehicle safety (LOFR and recalls), A/R follow-ups, growth practices, phone scripts, marketing cadence, and Red Car and PP1 goals. Ensure the branch environment is organized and customer-ready.
by phil hoover, from the Community
Downloads: 20+
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Template
ARM Branch Evaluation2
This comprehensive branch evaluation framework outlines key performance metrics and operational standards for car rental facilities. It covers essential areas including CARE calls and Priority Pass management, cleanliness protocols, customer service timeliness, employee development tracking, revenue optimization, cost control measures, and facility maintenance. The evaluation system ensures branches maintain high service standards through detailed checklists covering customer interactions, vehicle management, sales training, risk assessment, and growth initiatives. Special emphasis is placed on employee development through roadmaps, regular one-on-one meetings, and performance reviews. The framework also includes specific metrics for customer service excellence, including Priority Pass expectations, CARE calls, and professional presentation standards. This systematic approach helps maintain consistent service quality and operational efficiency across all branch locations.
by Joseph Shubinsky, from the Community
Downloads: 70+
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Template
ARM Observation Checklist for Car Rental Branches
This GP06AA ARM Observation Checklist v2 is designed for car rental branches to systematically assess operations and customer experience. It covers employee development, manager evaluations, morning huddles, sales practices, and ESQi performance. Observe rental and return transactions, capture upsell behaviors (prepaid fuel, protection packages, RAP), and grade vehicle inspections. Review lot readiness, Priority Pass, same-day calls, and service recovery. Track maintenance KPIs such as LOFR status, recalls, and shop vehicles; document reserves, uninsured losses, and accident report quality. Measure growth and ticket metrics, evaluate phone handling, BOSS calls, corporate leads, receivables, fuel expense, and branch FQi. Include photo evidence and signatures from Area and Branch Managers.
by Nick Novotny, from the Community
Downloads: 10+
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Template
GP68 ARM Branch Visit Checklist
Use this GP68 ARM Branch Visit checklist to standardize branch audits for car rental locations. Assess customer service behaviors, office cleanliness, fleet readiness (Clean Car Accountability Log, Rental Ready percentage, LOFR/recall progress), sales execution (goal board, morning huddles, SWP, RFS plan), growth initiatives (phone shops, DGP, BOSS call logging), revenue and operations metrics (IPC, Net Other, insurance rate, ARQ), and risk compliance. Track employee development with monthly one-on-ones, training status, and duty rosters. Ensure consistent performance and a positive customer experience across branches.
by Raymond Washington, from the Community
Downloads: 10+
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ARM Branch Evaluation Checklist FY 2018

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