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Checklists & Templates

Checklists and templates for delivery preparation, readiness reviews, and handover planning.

Vehicle buyers

Vehicle Delivery Day Checklist

Plain-English checklist covering documents, insurance, trade-in items, vehicle checks, keys, apps, and final delivery questions.

Vehicle buyers

New Vehicle Delivery Checklist

Structured new-vehicle handover checklist for documents, registration, condition checks, accessories, and walkthrough.

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Vehicle buyers

Used Vehicle Delivery Checklist

Used-vehicle handover checklist focused on safety records, VIN checks, lien status, condition, and ownership paperwork.

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Dealership teams

Dealer Delivery Readiness Checklist

Operational readiness checklist for funding, registration, PDI, accessories, blocker ownership, and manager release.

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Dealership teams

Delivery Coordinator Daily Checklist

Daily execution checklist for delivery coordinators tracking blocked and at-risk sold vehicles across departments.

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Dealership teams

Sold Vehicle Readiness Review Template

Review template for daily readiness meetings and escalation control across sold vehicles and blocker queues.

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Vehicle buyers

EV Delivery Checklist

EV delivery checklist covering charging setup, connected app activation, charging cables, rebate records, and handover steps.

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