Daily Operations Checklist

Essential daily checklist and procedures for efficient e-bike shop operations

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📅 Daily Operations Checklist

Essential daily procedures for efficient e-bike shop operations.

🌅 Opening Procedures

Start your day with these essential checks:

🔧 Shop Setup

  • Unlock and secure - Open shop, disable alarm system
  • Lighting check - Turn on all work area lighting
  • Temperature control - Set HVAC to comfortable working temperature
  • Computer systems - Boot up POS, diagnostic software

🛡️ Safety Equipment Verification

  • Fire extinguisher - Check pressure gauge, inspect seal
  • Smoke detectors - Test monthly (first Monday)
  • Emergency exits - Clear of obstructions
  • Emergency lighting - Test function
  • Ground fault outlets - Test GFCI buttons
  • Electrical panels - Check for tripped breakers
  • Extension cords - Inspect for damage
  • Charging area - Clear of flammable materials

🧰 Tool Inventory Check

  • Safety glasses - Clean, undamaged
  • Nitrile gloves - Adequate supply
  • First aid kit - Stocked and accessible
  • Eye wash station - Check flow, expiration dates
  • Multimeters - Check probe condition, batteries
  • Insulated tools - Inspect insulation integrity
  • Power tools - Check cords, guards, operation
  • Torque wrenches - Check calibration dates

🔋 Battery Safety Zone

  • Ventilation - Exhaust fans operational
  • Fire suppression - Class D extinguisher present
  • Isolation area - Designated damaged battery storage
  • Spill kit - Available for electrolyte cleanup

📋 Service Intake Process

Customer consultation and service planning:

👥 Customer Reception

  • Greet professionally - Welcome customer, assess needs
  • Service consultation - Complete intake form, document issues
  • Estimate creation - Provide service cost estimation
  • Timeline discussion - Set realistic completion expectations
  • Contact information - Verify customer contact details

📝 Work Order Creation

  • Document symptoms - Record customer-reported issues
  • Photo documentation - Take before photos of bike condition
  • Serial numbers - Record bike and component serial numbers
  • Accessories removal - Secure customer accessories
  • Test ride notes - Initial ride assessment if applicable

🔍 Diagnostic Routine

Systematic approach to problem identification:

🔎 Initial Assessment

  • Visual inspection - Check for obvious damage or wear
  • Safety check - Verify brakes, steering, structural integrity
  • Battery status - Check charge level, connections
  • Display function - Test all display modes and readings

⚡ Electrical Systems

  • Power-on test - Verify system boots properly
  • Error code check - Record any displayed error codes
  • Connection inspection - Check all electrical connections
  • Sensor function - Test PAS, brake sensors, throttle

🔧 Mechanical Systems

  • Drivetrain - Check chain/belt condition, shifting
  • Brakes - Test feel, stopping power, alignment
  • Wheels - Check true, spoke tension, tire condition
  • Suspension - Test function if equipped

✅ Quality Control

Ensure service quality and safety:

🔍 Pre-Delivery Inspection

  • Safety systems - Test brakes, lights, horn/bell
  • Electrical function - Verify all assist levels work
  • Mechanical operation - Check shifting, steering, suspension
  • Torque specifications - Verify all fasteners to spec
  • Cleanliness - Clean bike, remove fingerprints

📋 Documentation

  • Work completed - Document all repairs/services performed
  • Parts used - Record part numbers and quantities
  • Test results - Include diagnostic test data
  • Customer notes - Any special instructions or concerns

🚴 Final Testing

  • Test ride - Short ride to verify repairs
  • Range test - Battery performance check if applicable
  • Customer demonstration - Show customer any changes/features
  • Follow-up scheduling - Schedule next service if needed

🌇 Closing Procedures

End-of-day procedures and documentation:

📊 Work Order Completion

  • Invoice creation - Generate customer invoices
  • Payment processing - Process payments, update accounts
  • Warranty registration - Register warranty on new parts
  • Follow-up setup - Schedule customer follow-up calls

🔧 Shop Maintenance

  • Tool cleaning - Clean and store tools properly
  • Work area cleanup - Clear benches, sweep floors
  • Battery charging - Put shop batteries on charge
  • Chemical storage - Secure all hazardous materials

🔒 Security Procedures

  • Inventory check - Verify valuable items secured
  • Cash register - Process end-of-day cash procedures
  • Lights off - Turn off non-essential lighting
  • Alarm system - Activate security system
  • Lock up - Secure all entrances

🚨 Emergency Procedures Review

🔥 Fire Emergency

  1. Evacuate - Clear building immediately
  2. Call 911 - Report location and hazards
  3. Account - Verify all persons safe
  4. Contain - Only if safe to do so

⚡ Electrical Emergency

  1. Disconnect power - Turn off at breaker
  2. Do not touch - Assume all energized
  3. Call emergency - 911 for injuries
  4. Ventilate - If battery thermal runaway

🩹 Medical Emergency

  1. Assess scene - Ensure safety first
  2. Call 911 - For serious injuries
  3. First aid - Within training limits only
  4. Document - Incident report required

Business Operations

Technical Resources

Quick Reference Hub


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⚠️ Remember: Consistency in daily procedures ensures quality service and maintains shop safety standards.