Run Commercial Sales Desk Pre-Open Audit — Free

Inspection Setup and Opening Status

Inspection date and shift recorded

Record the date/time of the pre-open audit and the shift being inspected.

Note (optional)

Commercial sales desk is scheduled to open on time critical (required)

Confirm the desk is staffed and ready for the posted opening time.

Yes No N/A

Desk area is clean, organized, and free of trip hazards critical (required)

Check floor space, walkways, chair placement, cords, and clutter around the workstation.

Yes No N/A

Phone System and Communication Readiness

Primary phone line is operational critical (required)

Verify the main commercial desk line can place and receive calls.

Yes No N/A

Voicemail, hold, transfer, and conference functions tested critical (required)

Test the phone system features used for customer calls and internal routing.

Yes No N/A

Headset or handset is functional and available at the desk critical (required)

Confirm the communication device is present, connected, and free of damage.

Yes No N/A

Call volume and ringer settings are audible at the workstation

Confirm incoming calls can be heard without excessive noise or distortion.

Yes No N/A

Workstation, Systems, and Order Entry

Computer, monitor, keyboard, and mouse are powered on and functional critical (required)

Verify the workstation boots normally and all required peripherals respond.

Yes No N/A

Access to DMS, parts catalog, and order-entry systems is available critical (required)

Confirm login access to the systems needed to quote, look up, and place orders.

Yes No N/A

Printer, scanner, and label equipment are ready for use

Check that any required office peripherals are connected and operational.

Yes No N/A

Current price lists, promotions, and customer account references are available

Verify the desk has access to current pricing and account information needed for customer service.

Yes No N/A

Safety, Fire-Life-Safety, and Compliance

Emergency exit path from the desk is clear and unobstructed critical (required)

Confirm the route to the nearest exit is open and usable.

Yes No N/A

Fire extinguisher is present, accessible, and inspection tag is current critical (required)

Verify the extinguisher serving the area is mounted or placed correctly and not blocked.

Yes No N/A

Electrical cords and power strips are in good condition and not overloaded critical (required)

Check for damaged cords, loose connections, daisy-chaining, or unsafe power use at the desk.

Yes No N/A

Any required PPE or safety materials are available for the area

Confirm any site-required PPE or safety supplies are present and accessible for staff use.

Yes No N/A

Customer Service Readiness and Desk Presentation

Countertop, seating, and customer-facing surfaces are clean and presentable

Check the visible customer area for cleanliness, spills, dust, and general presentation.

Yes No N/A

Forms, pens, order pads, and required desk supplies are stocked

Verify the desk has the supplies needed to process calls, quotes, and orders without delay.

Yes No N/A

Customer contact and escalation information is posted or accessible

Confirm the desk has current contact details for supervisors, delivery, parts support, and escalation paths.

Yes No N/A

Any open issues or deficiencies are documented and assigned for correction critical (required)

Record any non-conformance found during the audit and note the responsible party or next action.

Yes No N/A

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Run: Commercial Sales Desk Pre-Open Audit

Inspection Setup and Opening Status

Phone System and Communication Readiness

Workstation, Systems, and Order Entry

Safety, Fire-Life-Safety, and Compliance

Customer Service Readiness and Desk Presentation

Get your results