Checklist template

Service menu and promotional signage for auto service centers

A ready-to-use checklist with 118 items in 6 sections, covering Menu boards, Promotions, Lounge materials, Pricing accuracy, Seasonal offers, Condition. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 118 Items
  • 101 Yes / No checks
  • 6 Scored ratings
  • 131 Points

Use this template How audits work

1. Menu boards 22 items

  1. A service menu board can be read from where the customer stands at the service counter Yes / No 1 pt
  2. A service menu is displayed in the service drive or at the bay entrance Yes / No 1 pt
  3. Version or date code printed on the menu board Short text
  4. The version of the menu board is the current one issued by head office Yes / No 1 pt
  5. Oil change packages are listed by oil type (conventional, synthetic blend, full synthetic) Yes / No 1 pt
  6. Each oil change package states what it includes (filter, quantity of oil, fluid top-up, inspection, tire rotation) Yes / No 1 pt
  7. The menu states the extra charge for additional oil, cartridge filters or diesel engines Yes / No 1 pt
  8. Brake, alignment, battery and fluid services are listed with a price or a starting price Yes / No 1 pt
  9. Tire services are listed (mounting and balancing, rotation, flat repair, seasonal changeover, storage) Yes / No 1 pt
  10. The maintenance schedule by mileage interval is displayed or offered as a handout Yes / No 1 pt
  11. Good, better and best choices for brake pads, batteries or wiper blades show what differs between them Yes / No 1 pt
  12. The shop labor rate is posted as required by local regulation Yes / No 1 pt
  13. Shop supply and environmental fees are stated on the menu or at the counter Yes / No 1 pt
  14. The diagnostic fee is displayed, with whether it is credited toward the repair Yes / No 1 pt
  15. The warranty on parts and labor is displayed at the counter Yes / No 1 pt
  16. The notice of customer rights (written estimate, return of replaced parts) is posted as required by local regulation Yes / No 1 pt
  17. Accepted payment methods and the financing or credit card program are displayed Yes / No 1 pt
  18. Opening hours are posted at the entrance Yes / No 1 pt
  19. Instructions for the after-hours key drop are posted at the drop box Yes / No 1 pt
  20. Digital menu boards are on and playing the current content Yes / No 1 pt
  21. No vehicle, display or glare blocks the customer's view of the menu Yes / No 1 pt
  22. Service menu display Rating
    • Complete, current and easy to read 5 pts
    • Current but incomplete or hard to read 3 pts
    • Outdated or missing 1 pt

2. Promotions 20 items

  1. Lead offer displayed at the time of the visit Short text
  2. End date of the lead offer Date
  3. Every element of this month's promotion kit is installed Yes / No 1 pt
  4. Material from last month's promotion has been taken down Yes / No 1 pt
  5. Window posters are in the positions shown in the promotion plan Yes / No 1 pt
  6. The banner in the service drive or on the bay front shows the current offer Yes / No 1 pt
  7. The street-side sign (pole sign panel, sidewalk sign or banner) displays the lead offer Yes / No 1 pt
  8. Coupons at the counter match the coupons on the company website Yes / No 1 pt
  9. Tire manufacturer rebates are displayed at the tire wall with rebate forms or a QR code Yes / No 1 pt
  10. Rebate dates on display have not passed Yes / No 1 pt
  11. Each tire on the tire wall has a label showing brand, model and treadwear warranty Yes / No 1 pt
  12. Financing offers carry the disclosure text supplied with the promotion Yes / No 1 pt
  13. The fleet, loyalty or referral program is displayed at the counter Yes / No 1 pt
  14. Free services offered (battery test, alignment check, tire pressure check) are advertised by a sign Yes / No 1 pt
  15. The counter mat or counter card features the current offer Yes / No 1 pt
  16. Oil change reminder stickers in use are the current company version Yes / No 1 pt
  17. The invitation to sign up for service reminders by text or email is displayed Yes / No 1 pt
  18. A service advisor asked could state this month's lead offer and its end date Yes / No 1 pt
  19. The service advisor showed that this month's offer codes are set up in the point-of-sale system Yes / No 1 pt
  20. Execution of the monthly promotion Rating
    • Complete and current 5 pts
    • Partly installed or mixed with old material 3 pts
    • Not installed 1 pt

3. Lounge materials 19 items

  1. The lounge brochure rack holds only current service brochures Yes / No 1 pt
  2. The fluid comparison board shows new and worn fluid samples with labels Yes / No 1 pt
  3. Fluid sample vials are sealed and have not discolored Yes / No 1 pt
  4. A worn brake pad or rotor sample is displayed with an explanation Yes / No 1 pt
  5. The tire tread wear sample or tread depth gauge display is in place Yes / No 1 pt
  6. The lounge television shows the company's service content or an approved channel Yes / No 1 pt
  7. The guest Wi-Fi name and password are displayed Yes / No 1 pt
  8. Table tent cards in the lounge show the current offer Yes / No 1 pt
  9. The card or sign inviting an online review is displayed Yes / No 1 pt
  10. QR codes on lounge materials scanned during the visit opened a working page Yes / No 1 pt
  11. Wiper blades, batteries or accessories displayed in the lounge are priced Yes / No 1 pt
  12. Technician certifications on the wall have not expired Yes / No 1 pt
  13. The business license or repair facility registration is displayed as required by local regulation Yes / No 1 pt
  14. The nationwide repair warranty brochure is available Yes / No 1 pt
  15. Shuttle, ride or loaner vehicle information is displayed Yes / No 1 pt
  16. The extended service plan or tire road hazard coverage brochure is available Yes / No 1 pt
  17. The viewing window to the shop is not covered by posters Yes / No 1 pt
  18. Outdated pieces found in the lounge during the visit Number
  19. Lounge materials Rating
    • Current and complete 5 pts
    • Some outdated or missing 3 pts
    • Mostly outdated or missing 1 pt

4. Pricing accuracy 18 items

  1. The menu board prices of 5 services sampled match the prices in the point-of-sale system Yes / No 1 pt
  2. Discrepancies found between the menu board and the point-of-sale system Number
  3. The posted oil change price matches the price charged on the 3 most recent oil change invoices Yes / No 1 pt
  4. For each "starting at" price sampled, the service advisor could name a common vehicle that is charged that price Yes / No 1 pt
  5. A counter coupon was honored at its face value on a sampled invoice Yes / No 1 pt
  6. Price signs carry their conditions (most vehicles, quantity of oil included) next to the price Yes / No 1 pt
  7. Shop supply and disposal fees on the sampled invoices match the posted fees Yes / No 1 pt
  8. The labor rate charged on a sampled invoice matches the posted rate Yes / No 1 pt
  9. Tire prices on 3 tire wall labels match the system Yes / No 1 pt
  10. Tire price labels state whether installation, balancing, valve and disposal are included Yes / No 1 pt
  11. Prices on printed handouts match the menu board Yes / No 1 pt
  12. Prices on the company website match the in-store menu for the services sampled Yes / No 1 pt
  13. Menu-priced services other than oil changes on 3 sampled repair orders were invoiced at the menu price Yes / No 1 pt
  14. The last price change was applied at every menu location (counter, lounge, service drive) Yes / No 1 pt
  15. Date of the last menu price update Date
  16. No price has been corrected by hand or covered with a sticker Yes / No 1 pt
  17. The price match policy is displayed where the company offers one Yes / No 1 pt
  18. Accuracy of posted prices Rating
    • All sampled prices correct 5 pts
    • One or two errors 3 pts
    • Several errors 1 pt

5. Seasonal offers 19 items

  1. Season at the time of the visit Choice
    • Winter
    • Spring
    • Summer
    • Fall
  2. Date the current seasonal campaign was installed Date
  3. The seasonal campaign on display is the one scheduled in the marketing calendar Yes / No 1 pt
  4. In fall, the winter tire changeover package is displayed with its price Yes / No 1 pt
  5. The seasonal tire storage offer is displayed with its price per season Yes / No 1 pt
  6. In fall and winter, the winter check offer (battery test, coolant strength, wipers) is displayed Yes / No 1 pt
  7. In summer, the air conditioning performance check offer is displayed Yes / No 1 pt
  8. In summer, the road trip inspection or cooling system offer is displayed Yes / No 1 pt
  9. In spring, the alignment check offer is displayed Yes / No 1 pt
  10. A sign or QR code tells customers how to book a seasonal tire changeover Yes / No 1 pt
  11. Tires featured on the tire wall are of the current season Yes / No 1 pt
  12. In fall, the winter tire display explains the three-peak mountain snowflake symbol Yes / No 1 pt
  13. Offers of the previous season have been removed Yes / No 1 pt
  14. The seasonal checklist handout is available at the counter Yes / No 1 pt
  15. Seasonal products at the counter (wiper blades, washer fluid) are priced Yes / No 1 pt
  16. The outdoor banner shows the seasonal offer Yes / No 1 pt
  17. Seasonal offers on display show their start and end dates Yes / No 1 pt
  18. A service advisor asked could describe the current seasonal offer Yes / No 1 pt
  19. Seasonal offers on display Rating
    • Current season fully displayed 5 pts
    • Partly displayed 3 pts
    • Missing or previous season 1 pt

6. Condition 20 items

  1. Menu boards are free of dust and grease Yes / No 1 pt
  2. No letter, price digit or panel is missing from a menu board Yes / No 1 pt
  3. Menu boards and posters are not faded Yes / No 1 pt
  4. Every lamp of the backlit menu boards and poster boxes works Yes / No 1 pt
  5. Digital screens are free of dead areas and flicker Yes / No 1 pt
  6. Posters lie flat in their frames Yes / No 1 pt
  7. No sign is taped to a window, wall or counter Yes / No 1 pt
  8. Exterior banners are taut and untorn Yes / No 1 pt
  9. Sidewalk signs are weighted or anchored against the wind Yes / No 1 pt
  10. Tires on the tire wall are clean Yes / No 1 pt
  11. Labels on the tire wall hang straight Yes / No 1 pt
  12. Brochure holders are filled Yes / No 1 pt
  13. The service counter is clear of parts and paperwork not in use Yes / No 1 pt
  14. The exterior building sign is fully lit Yes / No 1 pt
  15. Bay door numbers and service drive signs are legible Yes / No 1 pt
  16. Promotional material not in use is stored out of the customer's sight Yes / No 1 pt
  17. Signs found damaged, faded or unlit Number
  18. Name of the service manager Short text
  19. Overall condition of signage Rating
    • Excellent 5 pts
    • Good 4 pts
    • Fair 3 pts
    • Poor 1 pt
  20. Corrective actions required 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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