Customer Communication Checklist
This checklist standardizes customer communication checklist to improve safety, compliance, and on-time performance across fleet operations. Use it to document checks, capture defects, and assign corrective actions with sign-off.
- Industry: Transport & Fleet
- Frequency: Monthly
- Estimated Time: 60-90 minutes
- Role: Safety Manager
- Total Items: 45
- Compliance: FMCSA 49 CFR (DOT Regulations)
Planning & Documentation
Confirm dispatch info, load details, and required documents.
- SOP followed with no skipped steps?
- Any issues found that require escalation?
- Corrective action assigned and tracked?
- Time spent on this section
- Notes
Pre-Trip Safety Checks
Verify vehicle, trailer, and safety equipment readiness.
- SOP followed with no skipped steps?
- Any issues found that require escalation?
- Corrective action assigned and tracked?
- Odometer reading
- Photo evidence
Operations & Driving Practices
Verify safe driving behaviors, communication, and route compliance.
- SOP followed with no skipped steps?
- Any issues found that require escalation?
- Corrective action assigned and tracked?
- Breaks taken (count)
- Notes
Cargo Handling & Securement
Verify loading, securement, and handling procedures.
- SOP followed with no skipped steps?
- Any issues found that require escalation?
- Corrective action assigned and tracked?
- Load weight
- Photo evidence
Regulatory Compliance
Verify HOS, permits, inspections, and required compliance records.
- SOP followed with no skipped steps?
- Any issues found that require escalation?
- Corrective action assigned and tracked?
- Time spent on this section
- Notes
Equipment & Maintenance
Verify defects tagging, repairs, and preventive maintenance controls.
- SOP followed with no skipped steps?
- Any issues found that require escalation?
- Corrective action assigned and tracked?
- Time spent on this section
- Photo evidence
Incidents, Near Misses & CAPA
Document incidents, assign corrective actions, and follow-up.
- SOP followed with no skipped steps?
- Any issues found that require escalation?
- Corrective action assigned and tracked?
- Time spent on this section
- Photo evidence
Security & Theft Prevention
Verify seals, access control, and high-value cargo protections.
- SOP followed with no skipped steps?
- Any issues found that require escalation?
- Corrective action assigned and tracked?
- Time spent on this section
- Photo evidence
QA, Corrective Actions & Sign-Off
Confirm completion, prioritize issues, and capture signatures for accountability.
- QA review completed?
- Any critical issues still open?
- Overall risk level
- Manager Signature
- Driver Signature
Related Transport Fleet Checklists
- GPS/Geofence Compliance Checklist
- Detention Tracking Checklist
- Fuel Management Checklist
- Breakdown Contingency Checklist
- Backhaul Management Checklist
- Load Tender Acceptance Checklist
- Dispatcher Training Checklist
- On-Time Performance KPI Checklist
Related Dispatch Route Checklists
- Dispatch Shift Handoff Checklist - FREE Download
- Route Planning Checklist - FREE Download
- Delivery Window Compliance Checklist - FREE Download
- Proof of Delivery (POD) Checklist - FREE Download
- GPS/Geofence Compliance Checklist - FREE Download
- Detention Tracking Checklist - FREE Download
- Fuel Management Checklist - FREE Download
- Breakdown Contingency Checklist - FREE Download
- Backhaul Management Checklist - FREE Download
- Load Tender Acceptance Checklist - FREE Download
Why Use This Customer Communication Checklist?
This customer communication checklist helps transport & fleet teams maintain compliance and operational excellence. Designed for safety manager professionals, this checklist covers 45 critical inspection points across 9 sections. Recommended frequency: monthly.
Ensures compliance with FMCSA 49 CFR (DOT Regulations). Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Customer Communication Checklist cover?
This checklist covers 45 inspection items across 9 sections: Planning & Documentation, Pre-Trip Safety Checks, Operations & Driving Practices, Cargo Handling & Securement, Regulatory Compliance, Equipment & Maintenance, Incidents, Near Misses & CAPA, Security & Theft Prevention, QA, Corrective Actions & Sign-Off. It is designed for transport & fleet operations and compliance.
How often should this checklist be completed?
This checklist should be completed monthly. Each completion takes approximately 60-90 minutes.
Who should use this Customer Communication Checklist?
This checklist is designed for Safety Manager professionals in the transport & fleet industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.