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Run: Window and Door Dealer Certification Audit

Use this Window and Door Dealer Certification Audit template to verify training, showroom standards, insurance, and sales practices before granting or renewi...

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Audit Identification and Dealer Profile

Verify the exact legal business name, site address, and branch location being audited.
Identify whether this is an initial certification, renewal, follow-up, or unscheduled audit.
Select the product categories included in the dealer authorization review.
Confirm a knowledgeable dealer representative is available to answer questions and provide records.

Training and Competency Requirements

Confirm sales, installation, and customer service staff have completed required onboarding training for the authorized program.
Verify refresher or annual training is current for staff responsible for selling or representing authorized products.
Confirm training records can be matched to named employees and include dates, topics, and completion status.
Rate the dealer representative's ability to explain product features, performance claims, warranty boundaries, and installation limitations.
Confirm the dealer provides consistent guidance on measurement, ordering, delivery, installation handoff, and customer care.

Showroom Displays and Brand Standards

Verify the showroom contains the required number and type of displays for authorized product lines.
Assess whether displays are maintained, undamaged, and aligned with current catalog or program requirements.
Confirm approved logos, signage, brochures, and point-of-sale materials are current and properly displayed.
Verify samples, tags, and product literature match approved specifications, finishes, and performance claims.
Rate overall showroom organization, accessibility, and presentation quality from a customer perspective.

Insurance, Licensing, and Business Compliance

Verify current general liability coverage is in force and meets the minimum coverage limits required by the program.
Confirm workers' compensation coverage is active where required by law or program policy.
Verify the dealer holds current business licensing and any required state or local registrations.
Record the expiration date shown on the certificate of insurance or supporting documentation.

Sales Practices and Customer Commitments

Confirm sales documents describe products accurately and do not include unapproved claims or substitutions.
Verify the dealer explains warranty coverage, exclusions, and claim procedures without misrepresentation.
Confirm customers are given clear expectations for lead times, delivery conditions, and who is responsible for installation or coordination.
Rate overall adherence to approved sales scripts, documentation, and customer communication standards.

Findings, Corrective Actions, and Sign-Off

List each deficiency, non-conformance, or critical item failure identified during the audit.
Document the corrective action, responsible party, and due date for each finding.
Select the recommended status based on audit results.
Inspector signs to confirm the audit findings and recommendation.

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