Checklist template

Vehicle delivery and pre-delivery inspection for dealerships

A ready-to-use checklist with 120 items in 6 sections, covering Inspection, Detailing, Documents, Feature walkthrough, Fuel and plates, Follow-up. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

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

Use this template How audits work

1. Inspection 22 items

  1. The manufacturer's pre-delivery inspection checklist for the model is completed and signed by the technician Yes / No 1 pt
  2. Deal files containing a signed pre-delivery inspection checklist, out of 5 sampled Number
  3. Pre-delivery inspections are done by technicians who hold the manufacturer's training for the brand Yes / No 1 pt
  4. Pre-delivery inspections of electric and hybrid vehicles are done by technicians trained on high-voltage systems Yes / No 1 pt
  5. Transport or shipping mode is switched off Yes / No 1 pt
  6. Suspension spacers, wheel protectors and brake rotor covers fitted for transport are removed Yes / No 1 pt
  7. Items shipped loose (antenna, floor mats, wheel locks, tow hook cover) are installed or placed in the vehicle Yes / No 1 pt
  8. Tire pressures are lowered from shipping pressure to the door placard value Yes / No 1 pt
  9. Engine oil, coolant, brake fluid and washer fluid levels are checked Yes / No 1 pt
  10. The 12-volt battery is tested and the tester printout is attached to the checklist Yes / No 1 pt
  11. Open recalls and stop-sale notices are checked by VIN on the day of delivery Yes / No 1 pt
  12. Software updates and campaigns open for the VIN are completed before delivery Yes / No 1 pt
  13. The vehicle is scanned and no fault codes remain stored Yes / No 1 pt
  14. The road test called for by the manufacturer is done and noted on the checklist Yes / No 1 pt
  15. Wheel lug nut torque is checked Yes / No 1 pt
  16. Every key or fob supplied with the vehicle is present and operates the locks and the ignition Yes / No 1 pt
  17. The exterior is inspected under bright light for transport damage Yes / No 1 pt
  18. Transport damage is reported to the carrier within the claim deadline Yes / No 1 pt
  19. Damage repaired before sale is disclosed to the buyer as required by local regulation Yes / No 1 pt
  20. Dealer-installed accessories on the deal (hitch, remote start, running boards) are fitted and tested Yes / No 1 pt
  21. Date of the pre-delivery inspection of the vehicle observed Date
  22. Pre-delivery inspection of the vehicle observed Rating
    • Checklist complete and vehicle free of defects 5 pts
    • Checklist complete, minor defects found 3 pts
    • Checklist incomplete or defects missed 1 pt

2. Detailing 19 items

  1. Protective film, plastic seat covers and carpet covers from transport are removed Yes / No 1 pt
  2. No adhesive residue remains where the film was Yes / No 1 pt
  3. Paint shows no swirl marks, rail dust or water spots under the delivery bay lights Yes / No 1 pt
  4. Glass is free of streaks inside and outside Yes / No 1 pt
  5. Wheels, tires and wheel wells are clean Yes / No 1 pt
  6. Tire dressing has not been slung onto the paint Yes / No 1 pt
  7. Door jambs and the trunk and hood channels are wiped dry Yes / No 1 pt
  8. Screens and gloss black trim show no fingerprints Yes / No 1 pt
  9. Carpets and seats are vacuumed Yes / No 1 pt
  10. The cabin has no smoke or chemical odor Yes / No 1 pt
  11. The driver's floor mat is clipped onto its retaining hooks Yes / No 1 pt
  12. Lot stickers, stock number tags and paper floor mats are removed before the customer sees the vehicle Yes / No 1 pt
  13. The dealer badge or plate frame is fitted only with the customer's agreement, per dealership policy Yes / No 1 pt
  14. Paint protection, tint or other appearance products sold on the deal are applied Yes / No 1 pt
  15. The detail is checked and signed off by the salesperson or delivery coordinator Yes / No 1 pt
  16. The vehicle is in the delivery area at least 30 minutes before the appointment Yes / No 1 pt
  17. The delivery area is clean, well lit and sheltered from the weather Yes / No 1 pt
  18. Odometer reading of the vehicle observed at delivery (miles or km) Number
  19. Appearance of the vehicle observed at delivery Rating
    • Spotless inside and out 5 pts
    • Minor misses (jambs, glass, screens) 3 pts
    • Visibly dirty or film left on 1 pt

3. Documents 22 items

  1. The purchase or lease agreement in the deal file is signed and its figures match the final terms Yes / No 1 pt
  2. The VIN on the paperwork is compared with the VIN plate on the vehicle before delivery Yes / No 1 pt
  3. The odometer disclosure statement is signed Yes / No 1 pt
  4. The title or registration application is completed Yes / No 1 pt
  5. Proof of insurance for the vehicle being delivered is verified before release Yes / No 1 pt
  6. A copy of the buyer's driver's license is on file Yes / No 1 pt
  7. The down payment is received before the vehicle is released Yes / No 1 pt
  8. The lender's financing approval is on file before the vehicle is released Yes / No 1 pt
  9. For a trade-in, the title or the signed payoff authorization is in the deal file Yes / No 1 pt
  10. Every key and fob of the trade-in is collected at delivery Yes / No 1 pt
  11. The due bill lists every item promised to the customer, or states that nothing is owed Yes / No 1 pt
  12. The due bill is signed by the customer and by a manager Yes / No 1 pt
  13. Each service contract or protection product sold has its signed form in the deal file Yes / No 1 pt
  14. The product menu signed by the customer shows the products accepted and declined Yes / No 1 pt
  15. Rebate and incentive forms are signed where a rebate was applied Yes / No 1 pt
  16. The customer leaves with a copy of every document signed, on paper or electronically Yes / No 1 pt
  17. The owner's manual and the warranty booklet are in the vehicle Yes / No 1 pt
  18. The manufacturer's window label is handed to the customer or left in the vehicle Yes / No 1 pt
  19. Deal files holding credit applications are stored in a locked room or cabinet Yes / No 1 pt
  20. The deal checklist is initialed by the finance manager and the sales manager Yes / No 1 pt
  21. Deal files complete with every required document, out of 5 sampled Number
  22. Completeness of the deal files sampled Rating
    • Every file complete and signed 5 pts
    • One file with a missing item 3 pts
    • Several files incomplete 1 pt

4. Feature walkthrough 22 items

  1. The delivery is booked as an appointment with the time block set by dealership policy Yes / No 1 pt
  2. A feature checklist is used during the walkthrough and signed by the customer Yes / No 1 pt
  3. Type of delivery observed Choice
    • At the dealership
    • At the customer's home or office
    • None observed
  4. The customer's phone is paired with the vehicle before the customer drives away Yes / No 1 pt
  5. Phone projection is demonstrated on vehicles that support it Yes / No 1 pt
  6. The manufacturer's app and connected services are activated with the customer Yes / No 1 pt
  7. Seat, mirrors and steering wheel are adjusted for the customer and saved to a driver profile where fitted Yes / No 1 pt
  8. Adaptive cruise control, lane keeping and automatic emergency braking are explained, including their limits Yes / No 1 pt
  9. The customer is shown how to switch driver-assist features on and off Yes / No 1 pt
  10. Key fob functions and the location of the mechanical key are shown Yes / No 1 pt
  11. The fuel type and the fuel door release are shown Yes / No 1 pt
  12. For electric and plug-in vehicles, the charge port, the charging cable and charge scheduling are demonstrated Yes / No 1 pt
  13. The location of the spare tire or inflator kit, the jack and the tow hook is shown Yes / No 1 pt
  14. Tire pressure and other warning lights are explained Yes / No 1 pt
  15. The maintenance schedule and the service reminder are explained Yes / No 1 pt
  16. Child seat anchors and child locks are shown to customers who carry children Yes / No 1 pt
  17. Programming of the garage door opener is offered where fitted Yes / No 1 pt
  18. The warranty start date and coverage periods are explained Yes / No 1 pt
  19. The customer is introduced to a service advisor or shown the service drive and its hours Yes / No 1 pt
  20. The first service appointment is offered Yes / No 1 pt
  21. The customer is offered a second visit to go over features again Yes / No 1 pt
  22. Feature walkthrough observed or described by the salesperson Rating
    • Complete, at the customer's pace, with checklist 5 pts
    • Main features covered, no checklist 3 pts
    • Keys handed over with little explanation 1 pt

5. Fuel and plates 17 items

  1. The vehicle is delivered with a full tank, or with the charge level set by dealership policy for electric vehicles Yes / No 1 pt
  2. Fuel gauge or state of charge of the vehicle observed (%) Number
  3. Washer fluid is full at delivery Yes / No 1 pt
  4. Fuel bought for deliveries is recorded against the stock number Yes / No 1 pt
  5. The temporary tag or permit is issued through the state or provincial system before the vehicle leaves Yes / No 1 pt
  6. The temporary tag is mounted where local regulation requires and its expiry date is legible Yes / No 1 pt
  7. The customer is told the expiry date of the temporary tag and when the permanent plates will arrive Yes / No 1 pt
  8. Plates from the trade-in are removed and handled as local regulation requires Yes / No 1 pt
  9. A front plate bracket is fitted where front plates are required Yes / No 1 pt
  10. Dealer plates are removed from the vehicle before delivery Yes / No 1 pt
  11. Registration and title work is submitted within the deadline set by local regulation Yes / No 1 pt
  12. A log tracks the title and registration status of each delivered vehicle Yes / No 1 pt
  13. Deals with title or registration work outstanding past the deadline Number
  14. Customers are contacted within 2 business days of their permanent plates arriving Yes / No 1 pt
  15. Permanent plates waiting for customer pickup for more than 14 days Number
  16. The inspection or emissions certificate is completed where local regulation requires one at sale Yes / No 1 pt
  17. Control of tags, plates and title work Rating
    • Logged, current and nothing overdue 5 pts
    • Logged with a few overdue items 3 pts
    • No reliable log 1 pt

6. Follow-up 18 items

  1. The salesperson contacts the customer within 2 days of delivery and the contact is recorded in the CRM Yes / No 1 pt
  2. A sales manager contacts the customer within the first week Yes / No 1 pt
  3. Each due bill item has a scheduled date Yes / No 1 pt
  4. Open due bill items are reviewed weekly by a manager Yes / No 1 pt
  5. Due bill items open for more than 30 days Number
  6. The sale is reported to the manufacturer on the day of delivery so the warranty starts on the right date Yes / No 1 pt
  7. The customer is told to expect the manufacturer's sales survey Yes / No 1 pt
  8. Survey results are reviewed with each salesperson every month Yes / No 1 pt
  9. A manager calls customers who gave a low survey score within 2 business days Yes / No 1 pt
  10. Problems at delivery (missing item, dirty vehicle, feature not working) are logged with the cause Yes / No 1 pt
  11. Customers waiting for a second key, an accessory or plates are updated on the schedule set by dealership policy Yes / No 1 pt
  12. The CRM record carries a reminder for the first service Yes / No 1 pt
  13. Delivery photos are taken and posted only with the customer's consent Yes / No 1 pt
  14. Vehicles delivered last month Number
  15. Manufacturer sales survey score for last month Number
  16. Name of the sales manager Short text
  17. Overall preparation and delivery of new vehicles Rating
    • Every vehicle prepared, documented and explained 5 pts
    • Occasional misses in preparation or documents 3 pts
    • Frequent misses at delivery 1 pt
  18. Corrective actions required for vehicle preparation and delivery 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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