Automotive Dealer Operations: Checklist Template

1. Showroom & Vehicle Presentation 6 items

Are all indoor display vehicles completely clean, fingerprint-free, and polished to a high shine? Yes / No 9 pts
Are display vehicle batteries connected to active, hidden trickle chargers with zero exposed cables? Yes / No 9 pts
Is a pristine, correct specification sheet and pricing matrix displayed on every vehicle? Yes / No 8 pts
Are high-traffic customer consultation desks clean, minimalist, and free of clutter or personal items? Yes / No 7 pts
Is the ambient environment (approved background music volume, climate control, and fresh coffee) consistent? Yes / No 8 pts
Showroom Aesthetic: Rating
- Luxury Premium Level 10 pts
- Minor Presentation Gaps 5 pts
- Below Brand Standard 0 pts

Are all exterior front-line vehicles perfectly aligned, uniformly angled, and washed weekly? Yes / No 9 pts
Is the central vehicle key tracking cabinet locked securely with automated access logs active? Yes / No 10 pts
Are trade-in and uninspected vehicles strictly segregated from the retail-ready inventory lot? Yes / No 8 pts
Are window stickers (Monroney labels) and fuel economy guides clean, intact, and visible on all lot inventory? Yes / No 9 pts
Is the exterior vehicle lot lighting fully functional with zero blind spots to prevent theft or vandalism? Yes / No 10 pts
Lot Operations: Rating
- Secure & Well-Merchandised 10 pts
- Minor Sizing/Alignment Gaps 5 pts
- Unsecured/Disorganized Lot 0 pts

Is a valid physical driver's license and proof of insurance photocopied and logged before any test drive? Yes / No 10 pts
Are dealer plates securely affixed to the rear of the vehicle using a brand-approved bracket? Yes / No 9 pts
Are pre-test-drive walkarounds executed to verify fuel/charge levels and clean interior conditions? Yes / No 8 pts
Do sales consultants strictly follow the designated, insurance-approved test-drive route map? Yes / No 9 pts
Are trade-in appraisal vehicles safely test-driven by authorized management personnel only? Yes / No 10 pts
Test-Drive Rigor: Rating
- 100% Compliant & Safe 10 pts
- Logbook Omissions Observed 5 pts
- High Liability Risk 0 pts

Is the active service drive lane completely clear of debris, oil spills, and unworked client cars? Yes / No 10 pts
Are service advisors consistently using alignment check systems and automated tread-depth floor scanners? Yes / No 9 pts
Are customer vehicles outfitted with steering wheel covers, seat protectors, and floor mats upon intake? Yes / No 8 pts
Are all service workshop vehicle lifts up to date on annual engineering certifications and safety tags? Yes / No 10 pts
Is the hazardous chemical waste zone (used oil, batteries, coolant) secure and leak-free? Yes / No 10 pts
Fixed Operations Standard: Rating
- High-Velocity Precision 10 pts
- Lane Congestion/Untidy 5 pts
- Critical Safety Deficiencies 0 pts

Are all active credit applications and paper deal jackets locked securely away from customer sightlines? Yes / No 10 pts
Are corporate compliance posters and mandatory financial disclosure notices prominent in the F&I offices? Yes / No 10 pts
Is the final vehicle delivery bay spot-checked for clean detailing, filled fluids, and active license plates? Yes / No 9 pts
Are backup vehicle chargers/fuel pumps functional with access codes restricted to active staff? Yes / No 8 pts
Is the backroom title, licensing, and administration office current on regional regulatory filing dates? Yes / No 9 pts
F&I Compliance: Rating
- Audit Perfect 10 pts
- Administrative Lag 5 pts
- High Legal/Data Risk 0 pts
Final summary Comments