Checklist template

Drive-thru merchandising for quick-service restaurants

A ready-to-use checklist with 118 items in 6 sections, covering Pre-sell board, Menu board, Order confirmation screen, Window materials, Lane signage, Condition. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 118 Items
  • 105 Yes / No checks
  • 7 Scored ratings
  • 140 Points

Use this template How audits work

1. Pre-sell board 19 items

  1. The pre-sell board stands at least one car length ahead of the order point Yes / No 1 pt
  2. The pre-sell board features the lead promotion of the marketing calendar Yes / No 1 pt
  3. The pre-sell board features no more items than the merchandising guide allows Yes / No 1 pt
  4. Each featured item is shown with its name and a large photo Yes / No 1 pt
  5. Each item featured on the pre-sell board can be ordered now Yes / No 1 pt
  6. The pre-sell feature changes by daypart, with a breakfast feature in the morning Yes / No 1 pt
  7. Today's daypart change of the pre-sell insert was made at the scheduled time Yes / No 1 pt
  8. The pre-sell board faces oncoming cars squarely Yes / No 1 pt
  9. The pre-sell board can be read from the driver's seat while the car is moving Yes / No 1 pt
  10. No shrub, parked vehicle or snowbank hides the pre-sell board Yes / No 1 pt
  11. Pre-sell inserts sit flat, with no wrinkles or moisture marks Yes / No 1 pt
  12. In a dual lane, each lane has its own pre-sell message Yes / No 1 pt
  13. The pre-sell board is lit after dark Yes / No 1 pt
  14. No lawn sign or banner competes for attention in front of the pre-sell board Yes / No 1 pt
  15. The pre-sell board features only items sold through the drive-thru Yes / No 1 pt
  16. Spare pre-sell inserts are stored flat Yes / No 1 pt
  17. The key or tool that opens the pre-sell cabinet is on site Yes / No 1 pt
  18. Date the pre-sell insert was last changed Date
  19. Pre-sell board Rating
    • Current feature, clearly seen before ordering 5 pts
    • Current but hard to read or poorly placed 3 pts
    • Outdated, empty or hidden 1 pt

2. Menu board 21 items

  1. The menu board was assessed from the driver's seat of a car at the order point Yes / No 1 pt
  2. The whole menu can be read from the driver's seat at the order point Yes / No 1 pt
  3. The panel layout matches the current drive-thru menu board diagram Yes / No 1 pt
  4. Combos or meals hold the center panels, as the diagram shows Yes / No 1 pt
  5. Each category has a heading, such as Burgers, Chicken or Breakfast Yes / No 1 pt
  6. Each combo shows its number, a photo and a price Yes / No 1 pt
  7. Drive-thru menu prices of 5 items match the drive-thru register Yes / No 1 pt
  8. Number of drive-thru menu prices that differ from the register Number
  9. The price to upsize a combo is shown Yes / No 1 pt
  10. Drinks have their own section on the board Yes / No 1 pt
  11. Desserts have their own section on the board Yes / No 1 pt
  12. The kids' meal panel is in place Yes / No 1 pt
  13. The switch from breakfast to regular panels was made at the scheduled time today Yes / No 1 pt
  14. Items not sold at this location do not appear on the board Yes / No 1 pt
  15. Items out of stock are covered with the approved strip Yes / No 1 pt
  16. Side wings or toppers on the board carry the current offer Yes / No 1 pt
  17. In a dual lane, the two menu boards are identical Yes / No 1 pt
  18. A digital drive-thru board plays the drive-thru playlist, not the indoor one Yes / No 1 pt
  19. The value menu is grouped under its own heading Yes / No 1 pt
  20. Calories appear on the drive-thru board where required by local regulation Yes / No 1 pt
  21. Selling power of the drive-thru menu board Rating
    • Clear, complete and to the diagram 5 pts
    • Readable with a few gaps or deviations 3 pts
    • Hard to order from 1 pt

3. Order confirmation screen 19 items

  1. The order confirmation screen shows each item as it is keyed Yes / No 1 pt
  2. The screen can be read in direct sunlight Yes / No 1 pt
  3. The screen is angled toward the driver's window Yes / No 1 pt
  4. Items appear on the screen under their menu names, not kitchen abbreviations Yes / No 1 pt
  5. Modifiers such as "no pickles" appear on the screen Yes / No 1 pt
  6. The screen shows the running total with tax Yes / No 1 pt
  7. Order takers ask the guest to check the order on the screen Yes / No 1 pt
  8. Between orders, the screen shows a promotional image of the current period Yes / No 1 pt
  9. The screen displays a suggested add-on, where the system supports it Yes / No 1 pt
  10. The greeting at the speaker mentions the item featured on the pre-sell board Yes / No 1 pt
  11. The screen lens is free of scratches, cracks and condensation Yes / No 1 pt
  12. The screen housing is free of dirt and stickers Yes / No 1 pt
  13. The speaker is clear in both directions on a test order Yes / No 1 pt
  14. The microphone picks up a normal speaking voice from the driver's seat Yes / No 1 pt
  15. When the screen is out of service, order takers read back the full order Yes / No 1 pt
  16. A fault on the screen or speaker has an open service ticket Yes / No 1 pt
  17. The loyalty or app code scanner at the order point is marked with a sign Yes / No 1 pt
  18. The total on the screen matched the amount asked at the window on a test order Yes / No 1 pt
  19. Order confirmation screen Rating
    • Accurate, readable and used to sell 5 pts
    • Works, hard to read or idle image outdated 3 pts
    • Not working 1 pt

4. Window materials 19 items

  1. The pay window carries the window piece of the current kit Yes / No 1 pt
  2. The pickup window carries the window piece of the current kit Yes / No 1 pt
  3. Window pieces leave a clear view between the crew member and the driver Yes / No 1 pt
  4. Each window has no more pieces than the merchandising guide allows Yes / No 1 pt
  5. Window pieces can be read from the driver's seat while stopped at the window Yes / No 1 pt
  6. The accepted payment methods are shown at the pay window Yes / No 1 pt
  7. The card reader is presented to the driver in its holder or on its pole Yes / No 1 pt
  8. A loyalty or app "scan here" sign is at the pay window Yes / No 1 pt
  9. Gift cards are displayed where the driver can see them from the pay window Yes / No 1 pt
  10. The windows carry no handwritten notice Yes / No 1 pt
  11. Notices of unavailable products use the approved layout Yes / No 1 pt
  12. Notices of unavailable products came down once the product was back Yes / No 1 pt
  13. Drive-thru window glass is clean on both sides Yes / No 1 pt
  14. The window ledge is free of cups, cloths and personal items Yes / No 1 pt
  15. Coupons or flyers of the current promotion go into drive-thru bags, where supplied Yes / No 1 pt
  16. The add-on reminder at the pay window, such as a dessert offer, is the current one Yes / No 1 pt
  17. Stock boxes and cleaning supplies are out of the driver's view through the windows Yes / No 1 pt
  18. Charity campaign pieces at the windows are for a campaign now running Yes / No 1 pt
  19. Drive-thru window materials Rating
    • Current, few and readable 5 pts
    • Current but cluttered or worn 3 pts
    • Outdated or handwritten 1 pt

5. Lane signage 19 items

  1. A sign marks the drive-thru entrance Yes / No 1 pt
  2. An "Order here" sign marks the order point Yes / No 1 pt
  3. The clearance height is legible on the clearance bar Yes / No 1 pt
  4. In a dual lane, a sign shows which lanes are open Yes / No 1 pt
  5. The merge point of a dual lane is marked Yes / No 1 pt
  6. A closed lane is blocked with the approved cone or sign Yes / No 1 pt
  7. Instructions for mobile order pickup are posted at the lane entrance Yes / No 1 pt
  8. The pay window and the pickup window are each identified by a sign or a number Yes / No 1 pt
  9. Pull-forward waiting stalls are numbered Yes / No 1 pt
  10. Drive-thru hours are posted at the lane entrance when they differ from dining room hours Yes / No 1 pt
  11. An exit or "thank you" sign stands at the end of the lane Yes / No 1 pt
  12. Promotional signs along the lane number no more than the merchandising guide allows Yes / No 1 pt
  13. Each promotional sign along the lane carries a single offer Yes / No 1 pt
  14. Promotional signs along the lane show current offers Yes / No 1 pt
  15. Lane signs stand on the driver's side Yes / No 1 pt
  16. No lane sign hides pedestrians from drivers Yes / No 1 pt
  17. A sign or pavement marking warns drivers where pedestrians cross the lane Yes / No 1 pt
  18. A sign directs delivery couriers to pick up inside Yes / No 1 pt
  19. Lane signage Rating
    • Guides and sells at every step 5 pts
    • Some signs missing or worn 3 pts
    • Confusing or outdated 1 pt

6. Condition 21 items

  1. The menu board cabinet is free of dents, rust and peeling paint Yes / No 1 pt
  2. Menu board cabinet doors lock shut Yes / No 1 pt
  3. Menu board lenses are clear, with no yellowing, scratches or fogging Yes / No 1 pt
  4. No water or insects are inside the menu board cabinet Yes / No 1 pt
  5. Every panel of the drive-thru menu board is evenly backlit Yes / No 1 pt
  6. The pre-sell board lens is clear Yes / No 1 pt
  7. The speaker post stands upright with no vehicle damage Yes / No 1 pt
  8. The canopy over the order point is free of dents and torn panels Yes / No 1 pt
  9. Bollards protecting the boards are in place Yes / No 1 pt
  10. The ground at the base of the boards is free of weeds and litter Yes / No 1 pt
  11. Boards are cleaned at the frequency set by company policy Yes / No 1 pt
  12. Date the drive-thru boards were last cleaned Date
  13. Lane curbs are free of broken sections Yes / No 1 pt
  14. The pavement at the pickup window is free of grease and drink stains Yes / No 1 pt
  15. The trash receptacle in the lane is no more than three-quarters full Yes / No 1 pt
  16. Boards and posts are free of graffiti and stickers Yes / No 1 pt
  17. Number of open repair requests for drive-thru boards, screens or speakers Number
  18. Condition of drive-thru boards and equipment Rating
    • Clean, undamaged and fully lit 5 pts
    • Sound, with visible wear or dirt 3 pts
    • Damaged, unlit or heavily soiled 1 pt
  19. Overall drive-thru merchandising Rating
    • Current offers seen at the pre-sell board, menu board, screen and windows 5 pts
    • Current offers shown, with gaps at one or two points 3 pts
    • Outdated, missing or unreadable materials along the lane 1 pt
  20. Name of the person who drove the lane Short text
  21. 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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