Template

C694 Branch Audit Checklist

by Leah Michalak, from the Community

Evaluate rental branch operations with the C694 Branch Audit. Assess facility standards (parking lot, entrance, washrooms, wash bay), clean car audits, customer rental and return interactions, phone and drop-call handling, and employee development. Track service quality KPIs (SQi, hot alerts, CCP logs, CSCs/CSEs, SFL), reservations practices, and daily verification. Monitor growth activities (PDMs, calendar, leads), income performance (IPC, TAR, DE), and cost control (FUGS, forced charges, fuel logs, overtime, callbacks).

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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

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+

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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

10+

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Template

Group 34 SQi Absolutes Checklist

Use this SQi absolutes checklist to assess car rental branch performance during site visits. Confirm reservations are CARPED or confirmed, verify lots open clean with CCP rental units ready, and observe the 3 WOW factors in customer interactions. Check for a designated DASH Manager, ensure SQi follow-up calls are completed, and confirm the 3 critical questions are asked for returning customers. Review the branch close pend list with the BRM or ABRM to validate proper ticket closeouts. Inspect employee appearance and uniforms, and evaluate overall branch and restroom cleanliness.

by Michael Gallegos, from the Community

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Template

ARM Branch Evaluation Checklist FY 2018

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.

by Joseph Shubinsky, from the Community

20+

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Template

Branch Observation Checklist

Evaluate branch performance and customer readiness with a structured branch observation checklist. Review lot and building cleanliness, vehicle presentation and condition, FTC and price stickers, ESQI call follow-ups, daily activities, lot reconciliation, and staffing. Ideal for transport and logistics operations such as automotive rental or fleet branches. Customize to fit site standards and compliance needs.

by Cameron Hawkins, from the Community

10+

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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

60+

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C694 Branch Audit Checklist

About author

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C14 ARM Branch Evaluation Checklist

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ARM Branch Evaluation Checklist FY 2018

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C14 ARM Branch Evaluation Checklist

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ARM Branch Evaluation Checklist FY 2018

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