Streamline Your Audits with Flexible Question List
Discover how tailored question lists and structured programs can help you conduct effective audits, identify gaps, and drive continuous improvement across your business.
Explore Audit Programs
Normas de funcionamiento para concesionarios
Dealer operating standard checklists covering setup, launch, manpower and showroom operations for automotive dealerships
Dealer Launch Readiness Checklist
Covers pre-launch inspection, stock availability, staff readiness, marketing support, branding completion, system access, and soft-launch approval.
Lista de comprobación de la disponibilidad de personal en los concesionarios
Abarca la dotación de personal por puestos, el estado de la contratación, la finalización de la formación, la certificación, la productividad, la rotación de personal y la planificación de la sucesión.
New Dealer Setup Checklist
Covers showroom setup, workshop setup, branding, tools, manpower, IT systems, training, launch readiness, and go-live approval.
Lista de comprobación de servicios rápidos para concesionarios del sector de la automoción
Acelera tu proceso de servicio con la «Lista de comprobación de servicio rápido» de AutoSmart. Esta práctica guía ayuda a los talleres de reparación de automóviles a optimizar sus operaciones, garantizando un servicio rápido y eficiente sin comprometer la calidad, lo que permite mantener a los clientes satisfechos y que el negocio funcione sin contratiempos.
Revenue Generation Checklist for Automotive Sales & Service Dealership
A practical checklist to evaluate how effectively your dealership converts everyday sales and service interactions into additional revenue opportunities, stronger customer engagement, and long-term business growth.
Sales Checklist for Automotive Dealerships
Maximize your sales potential with AutoSmart's Sales Checklist. This practical guide offers a step-by-step approach to streamline your sales process, ensuring you capture every opportunity and close more deals efficiently.
Aftersales
Aftersales audit checklists for service, technical diagnosis, bodyshop, paint and workshop performance.
Aftersales Corrective Action Plan Checklist
Covers process gaps, responsible person, root cause, action plan, timeline, evidence submission, follow-up, and closure effectiveness.
Aftersales KPI Review Checklist
Covers service revenue, labor revenue, parts revenue, retention, productivity, bay utilization, CSI, repeat repair, and warranty performance.
Body and Paint Checklist For Automotive industry Dealerships
Achieve flawless finishes with AutoSmart's Body and Paint Checklist for Dealerships with Fixed Ops. This guide outlines the critical steps for quality control, ensuring every repair and paint job meets the highest standards, enhancing...
Lista de comprobación de la calidad de la reparación de la carrocería
Abarca la reparación de paneles, la calidad de la soldadura, la alineación, la uniformidad de las juntas, la precisión en las reparaciones estructurales, la protección contra la corrosión y el cumplimiento de los métodos de reparación.
Lista de comprobación para la planificación de la capacidad del taller de carrocería
Covers repair bays, paint booth capacity, technician availability, job loading, work-in-progress, repair cycle time, and bottleneck tracking.
Lista de comprobación para la recepción en el taller de carrocería
Abarca la bienvenida al cliente, los detalles del accidente, la inspección visual del vehículo, las fotografías, los datos del seguro, la explicación del presupuesto, el proceso de aprobación y la creación de la ficha de trabajo.
Lista de comprobación de trabajos en curso en el taller de carrocería
Covers job status, pending approvals, parts delays, repair progress, paint queue, delivery commitment, and daily production review.
BS 10125 Vehicle Damage Repair Checklist
Covers bodyshop repair process, repair methods, staff competence, equipment, materials, quality control, and safe repair evidence. BS 10125 specifies requirements for vehicle damage repair processes at fixed facilities and mobile services.
BSI Kitemark Vehicle Damage Repair Checklist
Covers BS 10125 certification readiness, repair standards, process evidence, staff training, insurer requirements, audit records, and continuous compliance. BSI links the Kitemark for Vehicle Damage Repair with BS 10125:2022 certification.
Collision Damage Estimation Checklist
Covers damage assessment, labor estimation, parts identification, paint materials, hidden damage review, insurance approval, and customer communication.
Lista de comprobación para la entrega de vehículos tras una reparación por colisión
Covers final quality inspection, vehicle cleaning, invoice explanation, replaced parts explanation, insurance closure, customer sign-off, and follow-up.
Collision Repair Process Checklist
Covers accident vehicle intake, damage documentation, repair method selection, structural repair, parts replacement, paint process, final inspection, and delivery readiness.
Health & Safety Checklist for Automotive dealerships
Prioritize a safe working environment with AutoSmart's Health & Safety Checklist for Auto Dealerships. This guide helps auto repair shops comply with industry standards, ensuring the safety of both employees and customers while minimizing...
Insurance Claim Handling Checklist
Covers claim registration, surveyor coordination, documents, estimate approval, repair authorization, supplementary approval, and claim closure.
Lista de comprobación para la auditoría de la cabina de pintura
Covers booth cleanliness, airflow, filters, lighting, temperature control, safety, maintenance records, and paint quality impact.
Lista de comprobación de la calidad del proceso de pintura
Covers surface preparation, masking, primer, color matching, paint booth readiness, curing process, polishing, and final finish inspection.
Parts Checklist for Automotive Industry dealerships
Stay organized and efficient with AutoSmart's Parts Checklist. This essential guide helps you track inventory, ensure quality control, and keep your auto repair shop fully stocked with the right parts, reducing downtime and improving...
Service Advisor Performance Checklist
Covers appointment handling, upselling quality, estimate explanation, customer communication, job card accuracy, and CSI impact.
Lista de comprobación para el diagnóstico técnico
Abarca la verificación de reclamaciones, el proceso de diagnóstico, los informes de códigos de avería (DTC), la identificación de la causa raíz, las recomendaciones de reparación y las notas del técnico.
Technician Productivity Checklist
Covers clocking discipline, job allocation, efficiency, training, skill level, idle time, comeback rate, and productivity reporting.
Lista de comprobación de seguridad para talleres
Abarca el uso del EPI, la seguridad en el manejo de elevadores, el estado de las herramientas, la manipulación de materiales peligrosos, las salidas de emergencia, la seguridad contra incendios y el mantenimiento de las instalaciones.
Warranty
Warranty audit checklists for claim submission, documentation, parts retention, approvals and policy compliance.
Lista de comprobación de la garantía de la batería de un vehículo eléctrico
Abarca los requisitos para la garantía, el informe sobre el estado de la batería, los registros de diagnóstico, el historial de carga, el uso por parte del cliente, el proceso de aprobación y la documentación de la reclamación.
Extended Warranty Upsell Checklist
Covers eligibility, coverage explanation, pricing, exclusions, customer consent, policy activation, and document handover.
Goodwill Warranty Checklist
Covers goodwill eligibility, customer history, approval limits, management authorization, cost sharing, customer communication, and documentation.
Warranty Audit Checklist
Covers claim sampling, documentation review, parts verification, policy compliance, fraud indicators, dealer process gaps, and audit closure.
Warranty Claim Approval Checklist
Covers claim validation, policy eligibility, approval hierarchy, exception handling, goodwill approval, and claim status tracking.
Warranty Claim Submission Checklist
Covers claim creation, required documents, claim coding, labor operation, parts details, timelines, and submission accuracy.
Warranty Documentation Checklist
Covers job cards, technician reports, customer complaints, photos, diagnostic reports, repair orders, invoices, and approval records.
Warranty Parts Retention Checklist
Covers failed parts tagging, storage, retention period, claim reference, physical condition, disposal process, and OEM audit readiness.
Warranty Policy Compliance Checklist
Covers OEM warranty policy adherence, repair guidelines, claim limits, timelines, authorization rules, and dealer compliance.
Lista de comprobación para el análisis de rechazos de garantía
Abarca las reclamaciones rechazadas, los motivos del rechazo, los errores recurrentes, los documentos que faltan, las tendencias por concesionario, las medidas correctivas y el proceso de nueva presentación.
Customer Experience
Customer experience audit checklists covering CX standards, complaint handling, loyalty and service marketing.
Complaint Management Checklist
Covers complaint registration, escalation, response time, root cause analysis, resolution quality, customer closure, and repeat complaint tracking.
Customer Complaint Management Checklist
Covers complaint registration, escalation matrix, resolution timeline, root cause, customer closure, repeat complaints, and management review.
Customer Experience Audit Checklist
Covers first impression, staff behavior, waiting area experience, communication quality, complaint handling, feedback collection, and customer satisfaction process.
Customer Experience Checklist for Automotive Service Dealership
Enhance customer satisfaction with AutoSmart's Customer Experience Checklist for Service facility at Automotive Dealership. This comprehensive guide outlines key strategies to improve service quality, foster loyalty, and deliver a seamless experience for every customer...
Customer Experience Corrective Action Plan Checklist
Covers CX gaps, root cause, responsible person, due date, customer impact, evidence submission, approval, and closure effectiveness.
Customer Handover Between Departments Checklist
Covers sales-to-delivery, sales-to-service, service-to-parts, complaint-to-management, and CRM handover discipline.
Customer Loyalty Program Checklist
Covers loyalty enrollment, benefit communication, reward tracking, customer eligibility, usage reporting, and retention impact.
Marketing Asset Management Checklist
Covers availability of approved creatives, brochures, videos, images, campaign guides, dealer access, version control, and outdated asset removal.
Marketing Campaign Execution Checklist
Covers campaign rollout, dealer participation, offer communication, POSM placement, digital alignment, lead capture, and reporting.
Product Launch Readiness Checklist
Covers launch branding, vehicle display, staff briefing, brochures, digital content, campaign material, media support, and dealer readiness.
Retail Offer Communication Checklist
Covers offer accuracy, finance scheme clarity, terms and conditions, expiry date, dealer communication, customer visibility, and approval compliance.
Service Marketing Checklist
Covers service reminders, seasonal campaigns, lapsed customer campaigns, AMC promotion, extended warranty promotion, and campaign conversion.
Showroom Marketing Visibility Checklist
Covers posters, standees, brochures, digital screens, product displays, price boards, campaign corners, and customer-facing communication.
EV & New Energy
EV and new energy audit checklists for high-voltage safety, charging infrastructure, battery handling and EV readiness.
Lista de comprobación para la manipulación de baterías de vehículos eléctricos
Abarca la inspección de las baterías, su almacenamiento, los procedimientos de elevación, el proceso de aislamiento, la evaluación de daños, el control de la temperatura y la respuesta ante emergencias.
EV Charging Infrastructure Checklist
Covers charger availability, charger type, installation safety, cable condition, load capacity, signage, access control, and maintenance records.
EV Charging Station Safety Checklist
Covers installation approval, earthing, emergency stop, cable management, signage, access control, fire safety, and inspection schedule.
EV Corrective Action Plan Checklist
Covers EV readiness gaps, responsible person, root cause, action plan, timeline, evidence upload, approval, escalation, and closure effectiveness.
EV Customer Education Checklist
Covers charging guidance, range explanation, battery care, safety instructions, warranty coverage, mobile app usage, and handover explanation.
Lista de comprobación del proceso de diagnóstico de vehículos eléctricos
Incluye equipos de diagnóstico, lectura de códigos de avería, comprobación del estado de la batería, versión del software, prueba del sistema de carga, análisis de la causa raíz y autorización de reparación.
EV Emergency Response Checklist
Covers fire response, thermal runaway awareness, emergency contacts, isolation zone, technician evacuation, first responder guidance, and incident reporting.
EV Parts Storage Checklist
Covers battery parts, cables, high-voltage components, labeling, segregation, damage prevention, temperature control, and traceability.
EV Readiness Audit Checklist
Covers overall EV readiness across facility, manpower, tools, charging setup, safety, customer handling, and documentation.
EV Sales Consultant Readiness Checklist
Covers EV product knowledge, range explanation, charging options, ownership cost, government incentives, competitor comparison, and customer objection handling.
Lista de comprobación para el taller de mantenimiento de vehículos eléctricos
Abarca las zonas de servicio para vehículos eléctricos, el área de trabajo de alta tensión, las herramientas aisladas, el equipo de seguridad, el flujo de trabajo de reparación, la asignación de técnicos y el control de calidad.
Lista de comprobación para la actualización de software de vehículos eléctricos
Abarca el estado de las actualizaciones OTA, el proceso de actualización en taller, los registros de diagnóstico, el consentimiento del cliente, la verificación de la actualización, el proceso de reversión y el mantenimiento de registros.
EV Technician Training Checklist
Covers EV certification, high-voltage awareness, battery safety, diagnostic training, rescue procedures, tool usage, and refresher training.
EV Test Drive Checklist
Covers vehicle charge level, route planning, regen braking explanation, safety briefing, charging demo, customer questions, and post-drive follow-up.
Lista de comprobación para la entrega de vehículos eléctricos
Abarca la inspección previa a la entrega, el estado de carga, el cable de carga, la configuración de la aplicación, la explicación de las funciones, los documentos de garantía y la aceptación por parte del cliente.
Lista de comprobación de seguridad para alta tensión
Abarca el aislamiento de alta tensión, el bloqueo y etiquetado, los equipos de protección individual (EPI), las señales de advertencia, la respuesta ante emergencias, la manipulación de baterías y las normas de seguridad para los técnicos.
5S & Housekeeping
5S and housekeeping audit checklists for workshops, showrooms, parts, warehouse and office areas.
5S Audit Scoring Checklist
Covers scoring criteria, area-wise rating, photo evidence, non-compliance tracking, responsible person assignment, and improvement trend.
5S Corrective Action Plan Checklist
Covers 5S gaps, root cause, action owner, due date, before/after evidence, approval, repeat issue tracking, and closure discipline.
Lista de comprobación del Área de Clientes de 5S
Abarca la sala de espera, los aseos, la zona de restauración, la zona infantil, los mostradores de atención al cliente, las pantallas de visualización y el confort general de los clientes.
5S Daily Housekeeping Checklist
Covers opening checks, end-of-day cleaning, waste removal, tool return, floor condition, customer area readiness, and supervisor sign-off.
5S Digital Workplace Checklist
Covers folder structure, file naming, CRM hygiene, shared drive organization, duplicate records, access control, and data cleanliness.
5S Office Area Checklist
Covers desk organization, document control, file storage, cable management, meeting rooms, notice boards, and shared workspaces.
Lista de comprobación del departamento de recambios 5S
Abarca la clasificación en contenedores, el etiquetado, la organización del stock, el acceso a los artículos de alta rotación, la separación del stock obsoleto, la limpieza, la trazabilidad y la disciplina de almacenamiento.
5S Service Reception Checklist
Covers customer reception desk, job card area, queue management, document arrangement, customer-facing displays, and cleanliness.
5S Showroom Checklist
Covers vehicle display area, customer lounge, brochures, desks, branding materials, signage, cleanliness, and visual presentation standards.
5S Tool Management Checklist
Covers tool shadow boards, tool availability, return discipline, tool condition, calibration status, missing tool tracking, and storage standards.
5S Warehouse Checklist
Covers storage layout, aisle marking, stock visibility, pallet condition, material flow, receiving area, dispatch area, and inventory housekeeping.
Lista de comprobación para la auditoría del lugar de trabajo según el método 5S
Abarca las actividades de clasificación, ordenación, limpieza, estandarización y mantenimiento en las zonas de exposición, taller, repuestos, almacén, oficinas y atención al cliente.
5S Workshop Checklist
Covers tool arrangement, bay cleanliness, technician workstations, equipment placement, waste handling, floor markings, safety zones, and daily housekeeping.
Regulatory
Automotive regulatory compliance checklists for KSA, UAE, UK and USA — SASO, ESMA, DVSA, NHTSA, EPA and more.
CARB Compliance Checklist
Covers California emissions rules, aftermarket parts approval, catalytic converters, emissions labels, state-specific requirements, and CARB Executive Order documentation. CARB maintains compliance programs for aftermarket, performance, and add-on parts.
Dealer Compliance Checklist
Covers statutory licenses, OEM agreements, insurance, safety approvals, tax documents, data compliance, and local regulatory requirements.
DVSA Individual Vehicle Approval Checklist
Covers IVA manual requirements, vehicle inspection readiness, technical documents, modifications, safety checks, lighting, emissions, and approval records. DVSA publishes IVA manuals listing the technical requirements for individual vehicle approval.
EPA Vehicle Emissions Certification Checklist
Covers emissions standards, test groups, certification data, Certificates of Conformity, EV-CIS records, and introduction of vehicles/engines into US commerce. EPA certification data identifies vehicles, engines, and equipment certified for introduction into US commerce.
EPA Vehicle Import Compliance Checklist
Covers EPA import requirements, emissions eligibility, documentation, exemptions, declarations, engine/vehicle classification, and import records. EPA maintains import rules for motor vehicles, engines, heavy-duty engines, recreational vehicles, and nonroad engines.
ESMA Auto Spare Parts Certification Checklist
Covers certification, registration, labeling, conformity marks, supplier documents, traceability, counterfeit parts prevention, and approved spare parts usage. UAE requires automotive spare parts to follow conformity requirements before being placed in the market.
ESMA Product Traceability Checklist
Covers supplier records, invoice matching, batch/serial number traceability, certificate mapping, storage location, and recall support.
ESMA Tire Compliance Checklist
Covers tire labeling, date of manufacture, storage condition, conformity documents, supplier approval, inspection, and unsafe tire prevention.
ESMA Vehicle Safety Systems Checklist
Covers safety components, vehicle accessories, approved products, installation quality, documentation, and compliance with UAE technical regulations.
Lista de comprobación del cumplimiento de los requisitos sobre equipos del taller de la ESMA
Abarca elevadores, compresores, herramientas de diagnóstico, equipos de seguridad, registros de calibración, mantenimiento y documentación de los equipos homologados.
F&I Compliance Checklist
Covers credit application, disclosures, lender communication, add-on products, customer consent, adverse action notices, menu selling, and deal jacket documentation.
FTC Used Car Rule Checklist
Covers Buyers Guide display, warranty disclosure, "as is" sale terms, dealer warranty terms, customer acknowledgement, and used vehicle sales documentation. The FTC Used Car Rule requires dealers to display a Buyers Guide on used...
Lista de comprobación de control de calidad de la ITV
Abarca la precisión de la inspección técnica de vehículos, las observaciones del inspector, los riesgos disciplinarios, los controles de calidad, las comprobaciones del equipo, la documentación, las notas informativas y la prevención del fraude.
MOT Testing Centre Compliance Checklist
Covers tester approval, test bay condition, equipment calibration, test records, MOT process compliance, defect classification, customer communication, and DVSA audit readiness.
NHTSA Recall Compliance Checklist
Covers defect identification, recall decision, owner notification, remedy process, completion tracking, dealer communication, and reporting. NHTSA states recalls apply when a vehicle, equipment, car seat, or tire creates an unreasonable safety risk or fails...
OSHA Automotive Workshop Safety Checklist
Covers technician safety, PPE, lifts, welding/cutting hazards, chemical exposure, slips, noise, ergonomics, and shop housekeeping. OSHA notes autobody shops face chemical hazards from paints, solvents, isocyanates, chromium, sanding dust, welding fumes, and physical hazards...
OSHA Hazard Communication Checklist
Covers Safety Data Sheets, chemical labeling, employee training, paint/solvent handling, storage, PPE, and exposure control.
PDPL Data Privacy Compliance Checklist
Covers personal data collection, consent, privacy notices, data sharing, retention, customer rights, breach handling, and controller obligations. SDAIA states that PDPL protects individuals' personal data and defines obligations for controllers.
SASO Auto Spare Parts Regulation Checklist
Covers spare parts classification, conformity requirements, product labeling, supplier documents, storage, traceability, and counterfeit parts control. SASO has a specific technical regulation for auto spare parts.
SASO Fuel Economy Label Checklist
Covers fuel economy label availability, accuracy, display on new light vehicles, certificate validity, vehicle data matching, and customer visibility. SASO provides a fuel economy label service for new light vehicles.
Saudi Compliance Checklist for Automotive Companies
Ensure your business meets all local regulations with AutoSmart's Saudi Compliance Checklist for Auto Agencies and Companies in Saudi Arabia. This comprehensive guide covers essential legal and industry-specific requirements, helping auto repair shops stay...
Saudi Vehicle Periodic Inspection Readiness Checklist
Covers vehicle inspection preparation, safety items, inspection records, customer communication, failed inspection handling, and reinspection process. MVPI states that new private vehicles are inspected after three years from first licensing and then annually.
State Dealer Licensing Compliance Checklist
Covers dealer license, sales permits, surety bond, display lot requirements, records, title processing, temp tags, and state-specific renewals.
UK Vehicle Type Approval Checklist
Covers GB type approval, vehicle category, safety requirements, environmental requirements, technical documentation, certificates, production conformity, and approval validity. The VCA says type approval confirms that a vehicle, system, component, or separate technical unit meets...
Vehicle Manufacturer Certification Checklist
Covers manufacturer registration, self-certification, VIN requirements, compliance label, defect reporting, records, and safety standard readiness.
General
General dealership audit checklists covering accessories, upsell, finance, digital and data quality.
Accessories Sales Process Checklist
Covers accessory need identification, product explanation, pricing, customer consent, billing, fitment, and delivery confirmation.
Accessory Campaign Execution Checklist
Covers campaign offer, eligible models, showroom visibility, staff briefing, stock readiness, sales tracking, and campaign reporting.
Accessory Fitment Quality Checklist
Covers correct part fitment, workmanship, electrical safety, vehicle protection, damage check, functionality test, and final inspection.
Accessory Inventory Availability Checklist
Covers fast-moving accessories, model-wise stock, backorder items, reorder levels, ageing stock, and stock accuracy.
Accessory Product Knowledge Checklist
Covers sales consultant knowledge, feature explanation, compatibility, warranty coverage, installation process, pricing, and objection handling.
Lista de comprobación para presupuestos de accesorios
Abarca los precios por artículo, los precios de los paquetes, la aprobación de descuentos, la exactitud de los impuestos, los gastos de instalación, las condiciones de garantía y la validez de los presupuestos.
Accessory Sales Performance Checklist
Covers accessory penetration, revenue per vehicle, model-wise sales, consultant-wise performance, stock movement, and lost opportunity tracking.
Add-On Product Compliance Checklist
Covers customer consent, transparent pricing, approved product list, terms and conditions, warranty impact, and mis-selling prevention.
Customer Data Quality Checklist
Covers customer profile accuracy, contact details, consent, vehicle details, service history, complaint records, and CRM update discipline.
Genuine Accessories Compliance Checklist
Covers OEM-approved accessories, part numbers, supplier source, warranty validity, counterfeit prevention, and brand standard compliance.
Post-Fitment Customer Feedback Checklist
Covers customer satisfaction, fitment quality feedback, issue reporting, warranty clarification, repeat purchase opportunity, and referral request.
Pre-Delivery Accessories Checklist
Covers customer-approved accessories, fitment schedule, stock availability, installation quality, billing, and delivery readiness.
Upsell Opportunity Identification Checklist
Covers customer profile, vehicle model, usage type, finance eligibility, service history, lifestyle needs, and relevant upsell options.
Lista de comprobación para la personalización de vehículos
Abarca el conocimiento del estilo de vida del cliente, sus patrones de uso, los paquetes de accesorios recomendados, las opciones de personalización, la aprobación y la confirmación final por parte del cliente.
Customizable Audit Programs to Suit Your Business Needs
Nuestro sistema flexible te permite crear listas de preguntas personalizadas, agruparlas en programas bien definidos y garantizar el cumplimiento normativo en los distintos departamentos. Echa un vistazo a los ejemplos de programas y listas de preguntas para descubrir cómo puedes mejorar tu proceso de auditoría con facilidad.
Preguntas frecuentes
What is the purpose of these sample audit templates?
These templates give you a clear idea of how audits are structured using the AutoSmart Audit App. They showcase real-world use cases for sales, service, parts, and other dealership operations.
Can I customize these templates for my business?
Yes. Every template in our system is fully customizable. You can add, remove, or modify questions, scoring methods, categories, and workflows to suit your internal processes.
Are these templates specific to the automotive industry?
While the default samples are tailored for automotive dealerships, they can be adapted for any industry. We also support template creation for retail, manufacturing, BFSI, and more.
Can I create my own audit checklist from scratch?
Absolutely. Our platform allows you to build your own audit checklists or start with a template and modify it as needed.