AUTOMOTIVE DEALER OPERATIONS CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)

--- SALES PROCESS & CUSTOMER EXPERIENCE ---
[ ] Greeting Protocol Adherence (Always, Usually, Sometimes, Rarely, Never)
[ ] Average Customer Wait Time (Minutes)
[ ] Customer Feedback Summary (Recent Interactions)
[ ] Salesperson Compliance - Required Disclosures Provided? (Price Disclosure, APR Disclosure, Fees Disclosure, Warranty Information, Other (Specify in Long Text))
[ ] Last Customer Satisfaction Survey Completion Date
[ ] Test Drive Protocol Followed? (Yes, No, N/A)
[ ] Notes on Customer Experience Challenges (if any)

--- INVENTORY MANAGEMENT ---
[ ] Vehicle Quantity Received Today
[ ] Condition of Received Vehicles (Excellent, Good, Fair, Poor)
[ ] Date of Last Inventory Audit
[ ] Number of Vehicles Discrepancy (Audit)
[ ] Notes on Inventory Discrepancies (If Any)
[ ] Allocation Process Status (Complete, In Progress, Pending)
[ ] Upload Vehicle Receiving Documents

--- SERVICE DEPARTMENT OPERATIONS ---
[ ] Service Appointment Date
[ ] Service Appointment Time
[ ] Vehicle Mileage at Service
[ ] Customer Complaint Description
[ ] Service Type (Oil Change, Brake Service, Tire Rotation, Diagnostic Inspection, Other)
[ ] Performed Services (Oil Change, Brake Inspection, Fluid Top-off, Filter Replacement, Alignment)
[ ] Labor Hours
[ ] Parts Cost
[ ] Technician Notes/Observations

--- PARTS DEPARTMENT MANAGEMENT ---
[ ] Current Parts Inventory Count
[ ] Vendor Order Status (Pending, Processing, Shipped, Received) (Pending, Processing, Shipped, Received)
[ ] Last Inventory Audit Date
[ ] Number of Backordered Parts
[ ] Notes on Inventory Discrepancies (if any)
[ ] Number of Customer Parts Orders
[ ] Condition of Parts Storage Area (Clean, Organized, Needs Improvement) (Clean, Organized, Needs Improvement)
[ ] Upload Parts Inventory Report (if available)

--- FINANCE & INSURANCE (F&I) ---
[ ] Compliance Training Completion (F&I Staff) (Completed, In Progress, Not Started)
[ ] Number of F&I Audits Performed This Month
[ ] Date of Last F&I Process Review
[ ] Summary of Key Findings from Last F&I Audit
[ ] Truth in Lending Act (TILA) Disclosures Verified? (Yes, No, N/A)
[ ] Sample F&I Contract (for Compliance Review)
[ ] Percentage of Customers Offered all Required Disclosures
[ ] F&I Manager Signature (Confirmation of Compliance)

--- FIXED OPERATIONS COMPLIANCE ---
[ ] Last Service Contract Audit Date
[ ] Number of Unresolved Warranty Claims
[ ] Compliance Training Completion Status (Service Dept) (Complete, In Progress, Not Started)
[ ] Summary of Recent Warranty Claim Reviews & Findings
[ ] Copy of Current Service Contract Agreements
[ ] Disclosure of GAP Insurance Options to Customers (Always Disclosed, Frequently Disclosed, Sometimes Disclosed, Rarely Disclosed)
[ ] Next Scheduled Compliance Review (Warranty)

--- SALES COMPLIANCE & LEGAL ---
[ ] Last Advertising Compliance Review Date
[ ] Truth-in-Lending Disclosure Accuracy (Compliant, Minor Correction Needed, Major Correction Needed)
[ ] Summary of Recent Legal Consultations (if applicable)
[ ] Compliance with Fair Credit Reporting Act (FCRA) (Fully Compliant, Potential Issue Identified, Non-Compliant)
[ ] Copies of Recent Advertising Materials (for review)
[ ] Number of Customer Complaints Related to Sales Practices (past quarter)
[ ] Description of any Recent Sales Practice Audits (if conducted)

--- FACILITIES & SECURITY ---
[ ] Last Building Inspection Date
[ ] Fire Extinguisher Inspection Frequency (Months)
[ ] Security System Status (Active, Inactive, Under Maintenance)
[ ] Number of Security Cameras
[ ] Date of Last Safety Drill
[ ] Notes on any Facility Concerns
[ ] Lighting System Check (Complete, Minor Issues, Major Issues)

--- HUMAN RESOURCES & TRAINING ---
[ ] Number of New Hires This Month
[ ] Last HR Policy Review Date
[ ] Current Employee Training Program (Sales Training, Service Technician Training, Compliance Training, Management Development, Customer Service Training)
[ ] Compliance Training Modules Completed (Employee Selection) (Fair Labor Standards Act (FLSA), Equal Employment Opportunity (EEO), Harassment Prevention, Data Privacy Regulations)
[ ] Summary of Recent HR Audit Findings
[ ] Employee Handbook (Latest Version)
[ ] Type of Performance Reviews Conducted (Annual, Semi-Annual, Quarterly)

--- MARKETING & ADVERTISING ---
[ ] Website Traffic (Monthly)
[ ] Leads Generated (Monthly)
[ ] Primary Advertising Channels (Google Ads, Facebook/Instagram, Email Marketing, Traditional Media (TV/Radio), Dealership Website, Third-Party Listing Sites)
[ ] Campaign Types Currently Active (New Vehicle Promotions, Used Vehicle Promotions, Service Specials, Finance Offers, Brand Awareness)
[ ] Last Advertising ROI Review Date
[ ] Summary of Recent Campaign Performance & Adjustments
[ ] Example Advertisement Creative (e.g., Image, Video)

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/templates/automotive/automotive-dealer-operations-checklist
(Click "Install Template" to launch your digital inspection tool immediately)