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Group 15 Area Manager Observation Checklist

by John O'Donnell, from the Community

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.

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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.

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
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by Jason Givens, from the Community
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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
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Group 15 Area Manager Observation Checklist

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