Template

2019 Group 58 Playbook Audit

by Jason Givens, from the Community

20+

Evaluate car rental branch performance with this Group 58 Playbook audit checklist. Review employee development, daily huddles, customer service behaviors, sales execution, marketing plan adherence, fleet and lot readiness, vehicle inspections, underwriting compliance, expense controls, scheduling, and accounts receivable. Capture photos, add actions, assign owners and due dates, and sign off digitally to complete and share audit reports.

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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.

Template
Group 15 Area Manager Observation Checklist
This Group 15 Area Manager Observation checklist supports car rental branch reviews across performance, customer service, maintenance, risk, and compliance. It covers MTD performance numbers, TSQI scores, RPM and LOFR metrics, recalls, reserves, undocumented damage, and accident report quality. Evaluate revenue and profitability, growth KPIs, Red Car plan, B.O.S.S. activity, and marketing grids. Control costs with targets for uninsured losses, fuel, bad debt, and pended tickets. Verify branch security, huddles, goal boards, playbook visibility, schedules, training, rental ready scores, cleanliness, and duty rosters. Observe phone handling, clean car audits, rental and return transactions, and complete an underwriting assessment for retail debit tickets.
by John O'Donnell, from the Community
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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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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
Branch Preparation Audit
This Branch Preparation Audit is designed for car rental branches to ensure daily readiness and consistent service. It guides teams to record branch details, review unread emails, check reservations and occupancy, confirm insurance and specialty bookings, and capture photos of the lobby and lot. Fleet checks include counts of clean versus dirty vehicles and overall lot status. Use this template to standardize pre-open routines and keep operations organized and customer-ready.
by Cindy Reeves, from the Community
Downloads: 60+
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Group 15 Area Manager Observation Checklist

This Group 15 Area Manager Observation checklist supports car rental branch reviews across performance, customer service, maintenance, risk, and compliance. It covers MTD performance numbers, TSQI scores, RPM and LOFR metrics, recalls, reserves, undocumented damage, and accident report quality. Evaluate revenue and profitability, growth KPIs, Red Car plan, B.O.S.S. activity, and marketing grids. Control costs with targets for uninsured losses, fuel, bad debt, and pended tickets. Verify branch security, huddles, goal boards, playbook visibility, schedules, training, rental ready scores, cleanliness, and duty rosters. Observe phone handling, clean car audits, rental and return transactions, and complete an underwriting assessment for retail debit tickets.

by John O'Donnell, from the Community

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

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

Branch Preparation Audit

This Branch Preparation Audit is designed for car rental branches to ensure daily readiness and consistent service. It guides teams to record branch details, review unread emails, check reservations and occupancy, confirm insurance and specialty bookings, and capture photos of the lobby and lot. Fleet checks include counts of clean versus dirty vehicles and overall lot status. Use this template to standardize pre-open routines and keep operations organized and customer-ready.

by Cindy Reeves, from the Community

60+

Get

2019 Group 58 Playbook Audit

About author

You might also like

Group 15 Area Manager Observation Checklist

ARM Observation Checklist for Car Rental Branches

C14 ARM Branch Evaluation Checklist

Branch Preparation Audit

You might also like

Group 15 Area Manager Observation Checklist

ARM Observation Checklist for Car Rental Branches

C14 ARM Branch Evaluation Checklist

Branch Preparation Audit