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Service Agent Branch Observation Checklist

by Andrea Crawford, from the Community

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Use this structured checklist to evaluate service agent candidates during a live branch observation. Track punctuality and professionalism, confirm completion of a facility tour, note any concerns about the environment, and document observations of the car cleaning process and a T2T vehicle inspection. Capture engagement and interest throughout the visit and conclude with a clear hiring recommendation. Ideal for automotive rental and service operations; easily adapt to your branch requirements.

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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

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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.