Checklist template

Bike and ski service shop operations for sporting goods stores

A ready-to-use checklist with 118 items in 6 sections, covering Work order intake, Service standards, Parts, Quality check, Storage and tagging, Pickup. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 118 Items
  • 100 Yes / No checks
  • 5 Scored ratings
  • 125 Points

Use this template How audits work

1. Work order intake 22 items

  1. The service counter posts the menu of bike tune-up packages with prices Yes / No 1 pt
  2. The service counter posts the menu of ski and snowboard services (wax, edge sharpening, base repair, binding mount and adjustment) with prices Yes / No 1 pt
  3. A work order is opened in the system for every bike, ski or board left for service Yes / No 1 pt
  4. The work order carries the customer's name, phone number and preferred contact method Yes / No 1 pt
  5. The bike's make, model, color and serial number are recorded on the work order Yes / No 1 pt
  6. The technician inspects the bike with the customer in a repair stand before quoting Yes / No 1 pt
  7. Existing damage (frame cracks, dents, scratched bases, delaminated edges) is noted on the work order at drop-off Yes / No 1 pt
  8. Accessories left on the bike (lights, computer, bags, pedals, lock) are listed or handed back to the customer Yes / No 1 pt
  9. The estimate lists labor and parts separately Yes / No 1 pt
  10. The customer is told that work beyond the estimate requires their approval Yes / No 1 pt
  11. A promised pickup date is written on the work order Yes / No 1 pt
  12. The customer receives a claim ticket matching the work order number Yes / No 1 pt
  13. For a binding mount or adjustment, the skier's height, weight, age, boot sole length and skier type are recorded on the work order Yes / No 1 pt
  14. The skier signs the skier type declaration personally; a parent or guardian signs for a minor Yes / No 1 pt
  15. Boots are left with the skis for every binding adjustment Yes / No 1 pt
  16. Bindings are checked against the manufacturer's current indemnified list before work is accepted Yes / No 1 pt
  17. Work on bindings no longer on the indemnified list is declined and the customer is told why Yes / No 1 pt
  18. Boot soles are checked for wear at the toe and heel before a binding job is accepted Yes / No 1 pt
  19. E-bike batteries are inspected for swelling or damage at intake Yes / No 1 pt
  20. Bikes under a manufacturer recall are identified at intake using the brand's recall notices Yes / No 1 pt
  21. Work orders opened in the last 7 days Number
  22. Completeness of 5 work orders sampled Rating
    • All fields complete and signed 5 pts
    • Minor gaps on 1 or 2 3 pts
    • Skier data, serial numbers or signatures missing 1 pt

2. Service standards 23 items

  1. Each tune-up package has a written checklist of the tasks included Yes / No 1 pt
  2. The technician initials each task on the checklist as it is completed Yes / No 1 pt
  3. Torque wrenches are used on stems, handlebars, seatposts and carbon components Yes / No 1 pt
  4. Manufacturer torque values are available at the bench, on paper or on screen Yes / No 1 pt
  5. Hydraulic brake bleeds use the fluid specified by the brake manufacturer (mineral oil or DOT fluid), with separate bleed kits for each Yes / No 1 pt
  6. Disc rotors and pads are kept free of lubricant during service Yes / No 1 pt
  7. Wheels are trued in a truing stand Yes / No 1 pt
  8. New bikes are assembled following the manufacturer's assembly checklist Yes / No 1 pt
  9. Ski bindings are mounted using the jig for the binding model Yes / No 1 pt
  10. Drill bit diameter and depth match the ski manufacturer's marking for the ski being mounted Yes / No 1 pt
  11. The release setting is taken from the binding manufacturer's adjustment chart for the skier's data Yes / No 1 pt
  12. Forward pressure is set and checked with the customer's boot in the binding Yes / No 1 pt
  13. Ski edges are sharpened to the bevel angles in the shop standard unless the customer requests otherwise Yes / No 1 pt
  14. Base repairs are flush with the base before waxing Yes / No 1 pt
  15. Technicians performing binding work hold current certification from the binding manufacturers carried Yes / No 1 pt
  16. Binding manufacturer technical manuals for the current season are at the bench Yes / No 1 pt
  17. Technicians wear eye protection at the grinder, edge tuner and wheel truing bench Yes / No 1 pt
  18. The exhaust fan or fume extraction at the waxing and base-repair bench runs while the irons are hot Yes / No 1 pt
  19. The stone grinder coolant is clean and at its fill line Yes / No 1 pt
  20. The shop floor is free of spilled lubricant, wax scrapings and metal filings Yes / No 1 pt
  21. Date of the last calibration of the torque wrenches Date
  22. Expiry date of the binding certification of the lead technician Date
  23. Use of checklists on jobs in progress Rating
    • Checklist followed and initialed on every job 5 pts
    • Checklists present but incomplete 3 pts
    • No checklists in use 1 pt

3. Parts 18 items

  1. Fast-moving bike parts (tubes, brake pads, cables, chains, tires in common sizes) are in stock Yes / No 1 pt
  2. Ski service consumables (wax, base repair material, binding screws, plugs, glue) are in stock Yes / No 1 pt
  3. Parts bins are labeled with the part description and size Yes / No 1 pt
  4. Parts used on a job are scanned or written on the work order as they are taken Yes / No 1 pt
  5. Special-order parts are tagged with the work order number on arrival Yes / No 1 pt
  6. The customer is told the expected arrival date when a part is ordered for a job Yes / No 1 pt
  7. Parts on order are reviewed against open work orders at least weekly Yes / No 1 pt
  8. Warranty parts are tagged with the claim number and held apart from stock Yes / No 1 pt
  9. Replaced parts are offered back to the customer or disposed of per shop policy Yes / No 1 pt
  10. Used e-bike and lithium batteries are stored in the designated fire-resistant container awaiting recycling Yes / No 1 pt
  11. Used tires, tubes and scrap metal go to the recycling containers provided Yes / No 1 pt
  12. Solvents, degreasers and lubricants are in labeled containers Yes / No 1 pt
  13. Safety data sheets for shop chemicals are available in the shop Yes / No 1 pt
  14. The parts washer lid is closed when not in use Yes / No 1 pt
  15. The physical count matches the system for 5 parts sampled Yes / No 1 pt
  16. Work orders waiting on parts at the time of the visit Number
  17. Days waiting for the oldest work order on hold for parts Number
  18. Availability of common parts and consumables Rating
    • Everything sampled in stock 5 pts
    • 1 or 2 items out 3 pts
    • Jobs delayed by missing basics 1 pt

4. Quality check 20 items

  1. Every finished bike is checked by a second technician or the shop lead before release Yes / No 1 pt
  2. The finished bike is test ridden, or run through all gears and both brakes in the stand Yes / No 1 pt
  3. Quick releases and thru-axles are checked closed and tight on the finished bike Yes / No 1 pt
  4. Handlebar, stem and seatpost bolts are checked on the finished bike Yes / No 1 pt
  5. Tire pressure is set within the range printed on the tire sidewall Yes / No 1 pt
  6. Both brake levers stop the wheel firmly without touching the handlebar Yes / No 1 pt
  7. New bikes leave with the reflectors required by local regulation fitted Yes / No 1 pt
  8. Each binding adjustment is release-tested with a calibrated testing device, where shop procedure requires it Yes / No 1 pt
  9. The final release settings for toe and heel on each ski are written on the work order Yes / No 1 pt
  10. The settings shown in the binding windows match the work order, on one pair checked during the visit Yes / No 1 pt
  11. The technician who performed the binding work signs the work order Yes / No 1 pt
  12. Brake arms on ski bindings match the waist width of the ski Yes / No 1 pt
  13. Waxed bases are scraped and brushed before release Yes / No 1 pt
  14. Sharpened edges are free of burrs along their full length Yes / No 1 pt
  15. Bikes and skis are wiped clean of grease and wax residue before release Yes / No 1 pt
  16. The quality check is recorded with the checker's initials and the date Yes / No 1 pt
  17. Jobs that failed the quality check go back to the bench with the fault noted Yes / No 1 pt
  18. Date of the last calibration of the binding release testing device Date
  19. Jobs returned by customers for rework in the last 30 days Number
  20. Outcome of one finished job re-inspected during the visit Rating
    • No fault found 5 pts
    • Minor fault (adjustment, cleanliness) 3 pts
    • Safety fault (loose bolt, brake, wrong release setting) 1 pt

5. Storage and tagging 16 items

  1. Every bike in the shop carries a tag with the work order number and customer name Yes / No 1 pt
  2. Skis and boards are strapped in pairs and tagged with the work order number Yes / No 1 pt
  3. Customer boots are tagged and kept with their skis Yes / No 1 pt
  4. Wheels, saddles or other parts removed from a bike are tagged to the same work order Yes / No 1 pt
  5. Bikes waiting for service, in progress and ready for pickup are kept in separate marked zones Yes / No 1 pt
  6. Customer bikes are hung or racked without touching each other Yes / No 1 pt
  7. Customer equipment is stored in an area not open to the public Yes / No 1 pt
  8. The service area is locked or alarmed outside business hours Yes / No 1 pt
  9. E-bikes are stored with the battery switched off Yes / No 1 pt
  10. E-bike batteries are not left charging unattended or overnight Yes / No 1 pt
  11. Skis are racked with the bases apart and the edges protected Yes / No 1 pt
  12. Aisles and the exit path through the storage area are clear of bikes Yes / No 1 pt
  13. The count of tagged items in storage matches the open work order report Yes / No 1 pt
  14. Customer items in storage at the time of the visit Number
  15. Untagged items found in the service area Number
  16. Organization of customer equipment in storage Rating
    • Tagged, zoned and protected 5 pts
    • Tagged but crowded or mixed 3 pts
    • Untagged or damaged items found 1 pt

6. Pickup 19 items

  1. The customer is contacted the day the work is completed Yes / No 1 pt
  2. The contact attempt is recorded on the work order with date and method Yes / No 1 pt
  3. The claim ticket or photo identification is checked before equipment is released Yes / No 1 pt
  4. The technician or associate reviews the work done and the parts replaced with the customer Yes / No 1 pt
  5. Charges match the approved estimate, or the added approval is recorded Yes / No 1 pt
  6. The customer checks the bike fit and brakes before leaving Yes / No 1 pt
  7. The break-in period for new cables and the free follow-up adjustment are explained Yes / No 1 pt
  8. The customer steps into the bindings in the shop so that boot fit is confirmed Yes / No 1 pt
  9. The customer signs the work order at pickup for binding work, acknowledging the settings Yes / No 1 pt
  10. The customer is advised to have bindings checked each season Yes / No 1 pt
  11. The warranty on labor is stated on the receipt or explained Yes / No 1 pt
  12. Signed binding work orders are filed for the period set by company policy Yes / No 1 pt
  13. Equipment not collected after 30 days is followed up with a second contact Yes / No 1 pt
  14. Equipment left past the abandonment period is sold or discarded only after the notice steps set by company policy and local regulation Yes / No 1 pt
  15. The work order is closed in the system at pickup Yes / No 1 pt
  16. Finished jobs waiting for pickup longer than 30 days Number
  17. Average turnaround of the last 10 completed work orders (days) Number
  18. Name of the service shop lead Short text
  19. Comments and corrective actions Comments

About this template

This checklist is part of the InspectLoop 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 InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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