Checklist template

Paint department operations for hardware stores

A ready-to-use checklist with 101 items in 6 sections, covering Tinting accuracy, Equipment, Customer service, Mistints, Stock, Cleanliness. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 101 Items
  • 82 Yes / No checks
  • 6 Scored ratings
  • 112 Points

Use this template How audits work

1. Tinting accuracy 19 items

  1. The employee reads the color name, color number, product line and sheen back to the customer before tinting Yes / No 1 pt
  2. The base on the can label is checked against the base called for by the formula on screen Yes / No 1 pt
  3. Quart and sample sizes are tinted from the formula for that size, not scaled by hand from the gallon formula Yes / No 1 pt
  4. A formula label is printed and stuck on every tinted can Yes / No 1 pt
  5. A dab of the mixed paint is put on the lid and dried before the can is handed over Yes / No 1 pt
  6. The dried dab is compared with the color chip under the color-check light Yes / No 1 pt
  7. Any manual adjustment to a formula is written on the can label Yes / No 1 pt
  8. Custom color matches are saved in the customer's file with the product line and sheen Yes / No 1 pt
  9. The spectrophotometer is calibrated on its white tile when the software prompts for it Yes / No 1 pt
  10. Samples brought in for a color match are tagged with the customer's name while they wait Yes / No 1 pt
  11. Customers buying several cans of one color are advised to mix the cans together before painting Yes / No 1 pt
  12. The daily nozzle purge at opening is recorded in the dispenser log Yes / No 1 pt
  13. The calibration record kept at the desk shows dispenser checks on the schedule set by the supplier Yes / No 1 pt
  14. Date of the last dispenser calibration check Date
  15. Every colorant canister is above its minimum fill line Yes / No 1 pt
  16. The color formula database on the tinting computer is the current version from the supplier Yes / No 1 pt
  17. Tinted cans checked against their chip during the visit Number
  18. Cans checked whose dab did not match the chip Number
  19. Tinting accuracy observed at the paint desk Rating
    • Every can verified and matching 5 pts
    • Matches but checks skipped 3 pts
    • Mismatches found 1 pt

2. Equipment 17 items

  1. The gallon shaker clamps a full can without slipping during a test shake Yes / No 1 pt
  2. The 5-gallon (19 L) pail shaker runs through a full cycle Yes / No 1 pt
  3. A chart of shake times by product type is posted at the shakers Yes / No 1 pt
  4. The inside of each shaker is free of dried paint Yes / No 1 pt
  5. The dispenser nozzle is free of dried colorant Yes / No 1 pt
  6. The nozzle cap or humidifier sponge on the dispenser is wet Yes / No 1 pt
  7. Colorant canisters are labeled with the colorant code Yes / No 1 pt
  8. Colorant refills are logged with the date and lot number Yes / No 1 pt
  9. The lid press or rubber mallet for closing cans is at the desk Yes / No 1 pt
  10. The formula label printer prints labels that can be read and scanned Yes / No 1 pt
  11. Both lamps of the color-check light work Yes / No 1 pt
  12. The lens of the spectrophotometer is clean Yes / No 1 pt
  13. A written procedure for tinting by hand is available for when the dispenser is down Yes / No 1 pt
  14. The service phone number for the dispenser is posted at the desk Yes / No 1 pt
  15. Every open equipment fault has a service ticket number written in the equipment log Yes / No 1 pt
  16. Date of the last preventive maintenance visit on the dispenser Date
  17. Condition of tinting and shaking equipment Rating
    • All working and clean 5 pts
    • Working with minor faults 3 pts
    • A dispenser or shaker is out of service 1 pt

3. Customer service 17 items

  1. The paint desk was staffed, or the call button was answered within the time set by company policy Yes / No 1 pt
  2. The employee asks about the surface, the room and the existing finish before recommending a product Yes / No 1 pt
  3. A primer is recommended for bare wood, stains or a strong color change Yes / No 1 pt
  4. The employee works out the quantity to buy from the room dimensions Yes / No 1 pt
  5. Rollers, brushes, tape and trays are suggested with the paint Yes / No 1 pt
  6. Sample pots or peel-and-stick samples are offered to customers who have not settled on a color Yes / No 1 pt
  7. Customers are told before tinting that tinted paint cannot be returned Yes / No 1 pt
  8. The customer is shown the dab on the lid and agrees to the color before paying Yes / No 1 pt
  9. A waiting time is given when several orders are ahead Yes / No 1 pt
  10. Orders phoned in by painting contractors are ready at the time promised Yes / No 1 pt
  11. Each employee working the desk has completed the paint supplier's product training, per the training record Yes / No 1 pt
  12. Fan decks and color brochures at the desk are complete and from the current collection Yes / No 1 pt
  13. Every slot of the color chip rack holds chips Yes / No 1 pt
  14. Empty slots counted in the color chip rack Number
  15. Minutes from order to handover for one tint order observed Number
  16. Customers waiting at the paint desk at the time of the visit Number
  17. Service at the paint desk Rating
    • Prompt, with questions and advice 5 pts
    • Prompt but order-taking only 3 pts
    • Long wait or desk unattended 1 pt

4. Mistints 16 items

  1. Every mistint is recorded with its color, base, size, reason and the employee who mixed it Yes / No 1 pt
  2. The department manager initials the mistint log each week Yes / No 1 pt
  3. Mistints are marked down on the company schedule Yes / No 1 pt
  4. Each mistint on sale shows a color dab and its sheen Yes / No 1 pt
  5. Mistints are sold from one designated rack, apart from regular stock Yes / No 1 pt
  6. The original barcode on a mistint is covered so it cannot be scanned at full price or refunded Yes / No 1 pt
  7. Where company policy allows, mistints are re-tinted into a darker stock color before being marked down Yes / No 1 pt
  8. Mistints unsold after the period set by company policy go to the paint recycling program or are donated Yes / No 1 pt
  9. Tinted paint brought back by a customer is accepted only with the approval of a manager, recorded on the log Yes / No 1 pt
  10. A mistint caused by the dispenser or the software leads to a service ticket Yes / No 1 pt
  11. Employees with repeated mistints have been coached, per the log or their training record Yes / No 1 pt
  12. The department manager could state the store's mistint target Yes / No 1 pt
  13. Mistints recorded in the last 7 days Number
  14. Mistint cans on the rack at the time of the visit Number
  15. Most frequent reason on the mistint log Choice
    • Wrong base
    • Wrong color entered
    • Dispenser fault
    • Customer refused the color
  16. Control of mistints Rating
    • Recorded, reviewed and sold down 5 pts
    • Recorded but not reviewed 3 pts
    • Not recorded 1 pt

5. Stock 16 items

  1. Every tint base of the top-selling interior line is in stock in gallons Yes / No 1 pt
  2. Every sheen of the top-selling interior line is in stock in the white base Yes / No 1 pt
  3. Quarts of each tint base are in stock for the lines sold in quarts Yes / No 1 pt
  4. 5-gallon (19 L) pails of white and of ceiling paint are in stock Yes / No 1 pt
  5. Stain-blocking and drywall primers are in stock Yes / No 1 pt
  6. Tint bases for exterior deck and fence stain are in stock in season Yes / No 1 pt
  7. The oldest batch date is at the front of each shelf facing Yes / No 1 pt
  8. Cans past the shelf life stated by the supplier have been pulled from sale Yes / No 1 pt
  9. Back stock of latex paint is kept in a heated area where it cannot freeze Yes / No 1 pt
  10. Dented and leaking cans have been removed from the shelf Yes / No 1 pt
  11. One unopened container of each colorant is held as backup Yes / No 1 pt
  12. Empty quart cans and sample jars for tinting are on hand Yes / No 1 pt
  13. Overstock on the top shelves is labeled with the product and base Yes / No 1 pt
  14. A shelf price label is in place for each base and size Yes / No 1 pt
  15. Base and size combinations out of stock at the time of the visit Number
  16. In-stock position of paint bases and primers Rating
    • Every base and size in stock 5 pts
    • A few gaps 3 pts
    • Gaps that prevent common tint orders 1 pt

6. Cleanliness 16 items

  1. The paint desk counter is free of dried paint and colorant Yes / No 1 pt
  2. The floor under the shakers and the dispenser is free of drips Yes / No 1 pt
  3. A spill kit with absorbent is kept at the desk Yes / No 1 pt
  4. Rags used with oil-based products are kept in a closed metal container Yes / No 1 pt
  5. Purged colorant and waste paint go into the designated waste container, not down the sink Yes / No 1 pt
  6. The purge cup of the dispenser has been emptied Yes / No 1 pt
  7. The utility sink is clean and drains freely Yes / No 1 pt
  8. The color chip display is dust-free Yes / No 1 pt
  9. Chips in the display sit in the slot that matches their color number Yes / No 1 pt
  10. Used stir sticks and can liners are in the trash, not on the counter Yes / No 1 pt
  11. Shelf fronts and can lids are free of paint drips Yes / No 1 pt
  12. Brush-out boards and sheen samples on display show products that are currently sold Yes / No 1 pt
  13. The outside of each shaker is wiped clean Yes / No 1 pt
  14. Name of the paint department manager Short text
  15. Overall operation of the paint department Rating
    • Strong 5 pts
    • Acceptable 3 pts
    • Weak 1 pt
  16. Corrective actions required 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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