Template

06E Branch Visit Checklist for Area Managers

by Stephen McCrady, from the Community

30+

Use this 06E branch visit checklist to standardize area manager audits for car rental locations. Review morning huddle practices, ESQi goals, counter QB processes, clean car plan, car audits, employee development, growth metrics, risk controls, AR, recalls, LOFR, business management tasks, and facility standards. Capture notes and evidence to identify gaps and drive consistent branch performance.

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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

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.

Template
GP58 Area Manager Branch Audit Checklist
This GP58 area manager branch audit checklist is designed for vehicle rental operations to evaluate branch performance and compliance. It covers employee development, customer service and ESQi, transaction observations for rentals and returns, lot plan and clean car processes, maintenance including LOFR and recalls, risk management and renter qualification, revenue and growth metrics, phone handling quality, BOSS outreach, receivables and expenses, and branch facility cleanliness and safety including MSDS and ADA. Use it to identify gaps and drive consistent operational excellence.
by Jason Givens, 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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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 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+
Get

GP58 Area Manager Branch Audit Checklist

This GP58 area manager branch audit checklist is designed for vehicle rental operations to evaluate branch performance and compliance. It covers employee development, customer service and ESQi, transaction observations for rentals and returns, lot plan and clean car processes, maintenance including LOFR and recalls, risk management and renter qualification, revenue and growth metrics, phone handling quality, BOSS outreach, receivables and expenses, and branch facility cleanliness and safety including MSDS and ADA. Use it to identify gaps and drive consistent operational excellence.

by Jason Givens, from the Community

10+

Get

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

10+

Get

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

20+

Get

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

10+

Get

06E Branch Visit Checklist for Area Managers

About author

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GP58 Area Manager Branch Audit Checklist

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