Use case

Customer handover checklist (UK dealerships)

Handovers are high-trust moments. Customers remember clarity, patience, and professionalism — and they remember surprises. A checklist reduces variance between your best and worst handover days, especially when multiple staff cover Saturdays.

Before the customer arrives

Confirm paperwork pack completeness, vehicle cleanliness, fuel/charge level expectations, and any agreed remedial work. If something slipped, tell the customer early — surprises at collection erode trust fast.

During the handover

Walk the vehicle condition together, confirm controls and documentation, and set expectations for warranty/guarantee boundaries at a high level (defer statutory detail to your policies and professional advice). Log that the handover occurred with date and staff member.

Start free trial