Checklist template

Curbside pickup for retailers

A ready-to-use checklist with 102 items in 6 sections, covering Signage and stalls, Arrival handling, Delivery to vehicle, Wait times, Order accuracy, Weather readiness. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 102 Items
  • 87 Yes / No checks
  • 5 Scored ratings
  • 112 Points

Use this template How audits work

1. Signage and stalls 19 items

  1. Curbside stalls are within sight of the door the runners use Yes / No 1 pt
  2. The number of marked curbside stalls matches the company site plan Yes / No 1 pt
  3. Each stall has a post sign showing its stall number Yes / No 1 pt
  4. Stall numbers are readable from the driver's seat of a parked car Yes / No 1 pt
  5. Stall signs show the phone number or the app instruction to announce arrival Yes / No 1 pt
  6. Pavement markings for the stalls are not faded or worn through Yes / No 1 pt
  7. A directional sign at the parking lot entrance points to curbside pickup Yes / No 1 pt
  8. Directional signs continue at each turn between the lot entrance and the stalls Yes / No 1 pt
  9. Stall signs state the time limit or "pickup only" wording Yes / No 1 pt
  10. No stall is blocked by carts, pallets, snow piles or seasonal displays Yes / No 1 pt
  11. No vehicle was parked in a stall for a purpose other than pickup during the visit Yes / No 1 pt
  12. Curbside stalls do not take the place of accessible parking spaces Yes / No 1 pt
  13. The path from the door to the stalls has a curb ramp or level surface for carts Yes / No 1 pt
  14. The path from the door to the stalls does not cross the main drive lane without a marked crossing Yes / No 1 pt
  15. Lighting over the stalls works during evening pickup hours Yes / No 1 pt
  16. Posted curbside hours match the hours offered in the app or on the website Yes / No 1 pt
  17. Marked curbside stalls Number
  18. Stalls occupied at the busiest moment of the visit Number
  19. Visibility of curbside signs from a car entering the lot Rating
    • Stalls found without slowing down 5 pts
    • Found after some searching 3 pts
    • Not found without asking 1 pt

2. Arrival handling 17 items

  1. The "I'm on my way" or "I'm here" alert sounds on a device carried by the runner Yes / No 1 pt
  2. The alert device is logged in to the curbside application at the time of the visit Yes / No 1 pt
  3. A wall screen or tablet near the staging area displays the customers currently waiting Yes / No 1 pt
  4. Each arrival alert is acknowledged in the system within 1 minute Yes / No 1 pt
  5. The customer receives a confirmation that the store has seen the arrival Yes / No 1 pt
  6. The arrival alert shows the stall number Yes / No 1 pt
  7. The arrival alert shows the vehicle make or color Yes / No 1 pt
  8. Customers who call the number on the stall sign reach an employee within 5 rings Yes / No 1 pt
  9. A customer who arrives without checking in is noticed by an employee watching the stalls Yes / No 1 pt
  10. "On my way" alerts are used to bring the order forward before the customer arrives Yes / No 1 pt
  11. A named runner is assigned to curbside for each hour of the posted curbside hours Yes / No 1 pt
  12. A backup runner is called when more than the number of cars set by company policy are waiting Yes / No 1 pt
  13. The runner has a radio or headset to call for help from the sales floor Yes / No 1 pt
  14. Customers arriving before the order is ready are told the expected wait Yes / No 1 pt
  15. Arrivals after curbside hours are handled by a posted or messaged instruction to come inside Yes / No 1 pt
  16. Arrival alerts received during the visit Number
  17. Reliability of the arrival alert on a test or observed arrival Rating
    • Alert received and acknowledged at once 5 pts
    • Alert received late 3 pts
    • Alert not received 1 pt

3. Delivery to vehicle 18 items

  1. The runner wears a high-visibility vest in the parking lot Yes / No 1 pt
  2. The runner wears the company uniform or name badge so the customer can identify them Yes / No 1 pt
  3. Orders are taken out in a cart, tote or dolly rather than carried loose Yes / No 1 pt
  4. The runner greets the customer by name at the vehicle Yes / No 1 pt
  5. The runner confirms the order number or the name before loading Yes / No 1 pt
  6. Identification is checked at the vehicle when company policy requires it Yes / No 1 pt
  7. The runner asks where the customer wants the order placed Yes / No 1 pt
  8. The runner loads the order into the trunk or seat without the customer leaving the car Yes / No 1 pt
  9. The runner does not reach across passengers or child seats to load Yes / No 1 pt
  10. Heavy or oversized items are loaded by two employees or with lifting equipment Yes / No 1 pt
  11. Items that will not fit are discussed with the customer before any attempt to force them in Yes / No 1 pt
  12. The runner does not tie down loads or attach items to a roof rack, per company policy Yes / No 1 pt
  13. Proof of handoff is captured at the vehicle (scan, signature or photo as the system requires) Yes / No 1 pt
  14. Age-restricted items are released at the vehicle only after the age check required by local regulation Yes / No 1 pt
  15. The runner approaches the vehicle from the side, never walking behind a car with its reverse lights on Yes / No 1 pt
  16. The runner returns the cart to the store rather than leaving it in the stall Yes / No 1 pt
  17. The runner waits until the trunk or door is closed before walking away from the vehicle Yes / No 1 pt
  18. Runner's service at the vehicle Rating
    • Customer greeted by name, order verified and loaded with care 5 pts
    • Order verified, but rushed or without a greeting 3 pts
    • Order handed over without verification 1 pt

4. Wait times 16 items

  1. The company standard for the wait from arrival to delivery is posted in the staging area Yes / No 1 pt
  2. The wait from arrival alert to delivery is recorded by the system for each order Yes / No 1 pt
  3. Each wait timed during the visit was within the company standard Yes / No 1 pt
  4. The average wait for last week is within the company standard Yes / No 1 pt
  5. Waits beyond the standard last week were reviewed by a manager, with the cause noted Yes / No 1 pt
  6. Peak curbside hours for the store are identified from the weekly report Yes / No 1 pt
  7. Runner coverage on the schedule is increased for the peak curbside hours Yes / No 1 pt
  8. Orders are staged near the curbside door so the runner does not cross the store Yes / No 1 pt
  9. Orders with an "on my way" alert are waiting at the door when the car arrives Yes / No 1 pt
  10. A customer waiting past the standard receives an update from an employee Yes / No 1 pt
  11. Customers are not asked to come inside because no runner is available Yes / No 1 pt
  12. The waiting list screen is cleared of delivered orders so real waits stand out Yes / No 1 pt
  13. Longest wait timed during the visit (minutes) Number
  14. Average wait from arrival to delivery last week (minutes) Number
  15. Orders delivered beyond the wait standard last week Number
  16. Wait times observed during the visit Rating
    • Every order within the standard 5 pts
    • One order beyond the standard 3 pts
    • Several orders beyond the standard 1 pt

5. Order accuracy 15 items

  1. The runner scans every package of the order before leaving the building Yes / No 1 pt
  2. The system warns when a package belonging to the order is left in staging Yes / No 1 pt
  3. Orders stored in two places (shelf and refrigeration, shelf and oversized zone) are flagged on the label Yes / No 1 pt
  4. The runner states the number of bags or boxes to the customer at the vehicle Yes / No 1 pt
  5. Substituted items are pointed out to the customer at the vehicle Yes / No 1 pt
  6. A customer refusing an item at the vehicle gets the refund started before leaving Yes / No 1 pt
  7. Items missing at delivery are resolved while the customer waits, or refunded on the spot Yes / No 1 pt
  8. Fragile items are loaded last and placed on top Yes / No 1 pt
  9. Chilled and frozen items leave refrigeration only when the customer has arrived, where the store sells them Yes / No 1 pt
  10. Wrong-order handoffs in the last 30 days are logged with the cause Yes / No 1 pt
  11. Customer complaints about missing items in the last 30 days were each answered Yes / No 1 pt
  12. Five completed curbside orders sampled in the system show a proof of handoff Yes / No 1 pt
  13. Wrong or incomplete orders reported by customers in the last 30 days Number
  14. Curbside orders delivered last week Number
  15. Accuracy of orders delivered during the visit Rating
    • Complete and correct 5 pts
    • Minor issue fixed at the vehicle 3 pts
    • Wrong or incomplete order left the store 1 pt

6. Weather readiness 17 items

  1. Rain jackets or ponchos are available for runners Yes / No 1 pt
  2. Winter jackets are available for runners in cold weather Yes / No 1 pt
  3. Insulated gloves are available for runners in cold weather Yes / No 1 pt
  4. Runners wear closed-toe, slip-resistant footwear Yes / No 1 pt
  5. Totes with lids or rain covers protect orders carried out in rain or snow Yes / No 1 pt
  6. Paper bags are double-bagged or covered when it is raining Yes / No 1 pt
  7. The path from the door to the stalls is cleared of snow before curbside hours start Yes / No 1 pt
  8. Ice melt is applied on the path and around the stalls in freezing conditions Yes / No 1 pt
  9. Stall numbers remain visible when snow covers the pavement markings Yes / No 1 pt
  10. Drinking water is available to runners during hot weather Yes / No 1 pt
  11. Runners rotate indoors at the interval set by company policy in extreme heat or cold Yes / No 1 pt
  12. A written rule states when curbside is suspended for lightning, high wind or a weather warning Yes / No 1 pt
  13. Customers are notified by message when curbside is suspended Yes / No 1 pt
  14. Standing water does not collect in the stalls or on the runner's path after rain Yes / No 1 pt
  15. A flashlight or lit vest is available for deliveries after dark Yes / No 1 pt
  16. Name of the employee responsible for curbside pickup Short text
  17. Comments and corrective actions Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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