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U-Haul Int'l President & Staff
POLICY BULLETIN
U-Haul Marketing Company Presidents
U-Haul Marketing Company Senior Staff OCTOBER 16, 1995
Area Field Managers
U-Haul Moving Center Managers NO. 973
(This policy bulletin replaces U-HAUL® Policy Bulletin No. 973, “Receiving/Dispatching,” dated November 15,
1993.)
Discussion
Ensuring that every customer receives equipment that is safe, clean and well-maintained depends greatly on
how well we handle the receiving and dispatching process. When a customer returns an IN-TOWNSM or one-way
truck, it is vital to find out how well the truck operated for the customer as well as checking for any physical dam-
age to the truck.
That is why the 12-point Receiving/Dispatching Tag (product number 69738064) is being replaced by a new,
improved Receiving/Dispatching Tag (product number 69738064, revised 9/95). This new, redesigned 10-step
tag will help you organize to:
• Ensure that every customer receives safe, clean and well-maintained equipment.
• Productionize the receiving and dispatching process.
• Allow center managers, dealers and area field managers to schedule repairs so our equipment is returned to
service in a timely manner.
This new, redesigned 10-step tag begins with the incoming customer’s evaluation of the equipment on the multi-
colored side of the tag (Step 1), followed by the check-in condition on the white side of the tag (Step 2). This
ensures that we first seek the incoming customer’s evaluation of the mechanical operation of the vehicle before
inspecting for physical damage. This demonstrates that we care about the incoming customer’s experience as
well as the next customer’s safety and comfort.
Every incoming customer is to be asked, “Is there anything I should fix before the next customer rents this
truck? Did you have any braking problems? Did you have any engine problems? Did you have any electrical
problems?” It’s also vital that the customer service representative checks to see if the truck needs a PM-5, -15,
-30 or a Safety Certification inspection.
Just as the Customer Service Form makes it easy to handle customer calls, the new Receiving/Dispatching Tag
ensures that even new hires can properly receive and dispatch U-Haul equipment. The tag creates an opportu-
nity for new hires to learn more about our equipment than they could ever learn by listening to someone or
reading books. There is no substitute for “hands-on” product knowledge.
This new tag is also a management tool for the center manager to schedule the work of the customer service
representatives and to follow up on the work done by the customer service representatives.
UMO-MAIN-101695-PB973
3. Verify Equipment Information (white side of the tag)—To verify the license number, state and expiration
date, the last PM mileage, as well as the odometer reading and fuel level.
4. Receiving Customer Service Representative Signature (white side of the tag)—For the signature of the
customer service representative who completes the first three steps of the tag.
5. Manager Review Service/Repair Action Taken (multi-colored side of the tag/second yellow box)—Provides
a place for grounded equipment to have repairs scheduled through Reservation Management and the shop.
If the truck is not grounded, proceed to “Before Every Rental,” Step 6.
6. Before Every Rental (multi-colored side of the tag/green box)—A checklist of five items that should be
checked before every rental.
7. I Certify That This Truck is Customer Ready (multi-colored side of the tag/third yellow box)—Signature of
the person who completed Step 6 and verifies that all repairs necessary were performed on this truck.
8. Detach Here When Repaired (red stub on bottom of the tag)—TRUCK GROUNDED - DO NOT RENT stub
gets torn off when the truck is customer ready.
9. Customer Acceptance Signature (green or yellow validation tag)—Acknowledges that the fuel level is full
(refer to U-Haul Policy Bulletin No. 811, “Fill ’em Up,” dated October 16, 1995) and that the customer
accepted SAFEMOVE® (green validation tag); or if the customer did not accept Safemove, this signature
acknowledges existing damage at the time of dispatch.
10. Dispatching Signature (green or yellow validation tag)—Dispatching center personnel sign here to verify
that all information included on this portion of the tag is complete and correct.
Policy
• The new, redesigned Receiving/Dispatching Tag is to be used on all In-Town and one-way trucks.
• Record all customer comments in the INCOMING CUSTOMER’S EVALUATION portion of the tag (see
Step 1).
• Identify all new damage on the CHECK-IN CONDITION portion of the tag (see Step 2).
• Ensure that the “Before Every Rental” checkpoints are completed before the truck is dispatched.
• Make sure every customer renting a truck leaves your center/dealership with a validation tag (GREEN or
YELLOW portion) attached to their Document Holder/Contract Addendum.
• If a non Safemove customer returns a truck without a validation tag, do not refund their deposit unless you can
verify all damage as pre-existing. If there is any new damage, complete an Equipment Damage Report. If the
damage qualifies for the Quick Claim Settlement Program, complete a Quick Claim Settlement (refer to the
Damage/Quick Claim Settlement Notebook).
• If Safemove customers return a truck without a validation tag, refund their deposit after they complete an
Equipment Damage Report if there is any new unmarked damage.
Procedures
Receiving the Truck
1. INCOMING CUSTOMER EVALUATION:
As soon as the customer arrives, ask the customer, “Is there anything I should fix before the next customer
rents this truck?” Write any of the customer’s comments in the space provided in Section 1 of the tag. The
customer, having just test-driven the truck, knows the most about its performance and can tell us if any ser-
vice or repairs are needed.
Ask the customer the remaining mechanical-evaluation questions and check the appropriate FIX or OK box.
Check the logbook inside the truck to see when the last PM was done. PM services are due every 5,000
miles. If a PM is needed, mark the appropriate box for a PM-5, -15, -30.
Next, check the Safety Certification Master Plate on the truck to see if an “SC” is due and check the appro-
priate box; SC (if an SC is due), or OK (if the SC is current). NOTE: U-Haul rental equipment is to be Safety
Certified every time it is received from a one-way rental, a transfer-in, or every 30 days. (Refer to U-Haul
Policy Bulletin No. 1007, “U-Haul Safety Certification Program,” dated October 16, 1995.)
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If any of the FIX or SC boxes are checked, the person checking in the truck must sign in the TRUCK
GROUNDED box. The question of whether or not the truck can be rented is not the issue at this time. The
issue is identifying if the truck has any mechanical problems or needs any service performed.
2. CHECK-IN CONDITION:
Enter the equipment number and note if the truck has been dropped off after hours in the space provided.
Also, check to see if any SRI items have been returned and indicate these items in the spaces provided.
It is important to note new incoming damage. By using the code letters on the reverse side of the check-in
tag, you can easily and accurately describe any new damage. If the customer did not purchase Safemove,
this is the damage for which they will be held accountable.
3. VERIFY EQUIPMENT INFORMATION:
At this time, note the license plate number and state, if the license plate is expired or not, the vehicle’s
odometer reading, the last PM mileage and if a PM is due.
NOTE: The WHITE portion of the tag is printed with a fuel gauge. Mark the truck’s fuel level on the tag dur-
ing check-in by drawing a line across the gauge that is identical to the gas-gauge needle (e.g., if the needle
is past “full,” place your line past full). If the truck is not full of fuel, the customer should be instructed to take
it to the nearest gas station with the correct fuel for that application and fill the tank. (Refer to U-Haul Policy
Bulletin No. 811, “Fill ’em Up,” dated October 16, 1995.)
4. RECEIVING CUSTOMER SERVICE REPRESENTATIVE SIGNATURE:
The customer service representative who completes Steps 1 through 3 should sign the WHITE portion of the
tag verifying that all the information collected in these three steps is correct.
At this time, attach the Receiving/Dispatching Tag to the truck key ring. Remove the CHECK-IN CONDITION
portion of the tag and get it to the rental counter.
The white CHECK-IN CONDITION portion of the tag ensures that counter personnel will have all the neces-
sary information needed to complete the contract and if new damage is found, complete an Equipment
Damage Report. If the damage qualifies for the Quick Claim Settlement Program, complete a Quick Claim
Settlement (refer to the Damage/Quick Claim Settlement Notebook).
When the rental is complete, validation tags are to be removed from the customer’s Document
Holder/Contract Addendum and placed on the DEALER/CENTER file copy of the incoming contract. If the
customer does not return with the validation, do not return their deposit.
After completing the contract, attach the CHECK-IN CONDITION portion of the tag to the top of the DEALER/
CENTER copy of the incoming contract. Leave the customer information and contract number visible. This
will be your permanent record of the equipment’s condition when it was checked in.
5. MANAGER REVIEW SERVICE/REPAIR ACTION TAKEN:
This section of the tag is for the center manager to use to schedule any repairs or services that are required
before the truck can be rented. Included are check-off boxes for any needed SC or PM. The first two spaces
are used to record the names of the shop and reservation management personnel contacted to schedule
these repairs. Also, provided is a space for the manager to sign when repairs have been scheduled. All
spaces have areas to mark the date of when shop and reservation personnel were contacted. It is U-Haul
policy that all repairs be scheduled within 24 hours of notifying the shop. (Refer to U-Haul Policy Bulletin No.
1007, “U-Haul Safety Certification Program,” dated October 16, 1995.)
When repairs have been performed, the person that completed the repairs must sign and date the repair in
the space provided, and note the date when traffic was notified that the truck is customer ready.
6. BEFORE EVERY RENTAL:
This section provides a five-point checklist to ensure that the truck is properly serviced between rentals.
Check off each item on the checklist as you complete it. This will provide the next customer with a safe, clean
and dependable truck.
7. “I CERTIFY THAT THIS TRUCK IS CUSTOMER READY:”
Indicate that the truck is ready to be dispatched by signing this box.
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8. DETACH HERE WHEN REPAIRED:
Detach the red, TRUCK GROUNDED - DO NOT RENT stub. At this time, the truck is ready to be dispatched
on the next rental.
9. CUSTOMER ACCEPTANCE SIGNATURE:
This signature acknowledges the fuel level and that the Safemove customer accepted the Safemove cover-
age, or that all existing damage has been accounted for when the customer rejects the Safemove coverage.
10. DISPATCHING SIGNATURE:
This signature is confirmation by the dispatching center personnel that all facts listed on the green Safemove
validation or the yellow non Safemove validation are complete and correct.
Summary
• Implement the Receiving/Dispatching Program on all In-Town and one-way trucks
• When a truck is received, a new Receiving/Dispatching Tag must be started.
• In order for customers to collect any remaining deposit, they must return their contract and validation tag.
• All trucks are to be dispatched with the fuel level full; NO EXCEPTIONS!
If you have any questions or comments about this policy bulletin, contact your U-Haul Marketing company
support analyst at 1-800-528-0361 or 1-602-263-6811.
Bill Martin
Program Director—Fleet Sales and Support
U-Haul Marketing
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ATTACH TO CENTER/DEALER COPY OF DISPATCHING CONTRACT.
1. INCOMING CUSTOMER’S EVALUATION
ASK THE CUSTOMER: IS THERE ANYTHING I SHOULD FIX
BEFORE THE NEXT CUSTOMER RENTS THIS TRUCK?
FIX OK
X DID YOU HAVE ANY ENGINE OVERHEATING
PROBLEMS?
_______________________________________________________________
PM NEEDED: 5 X 15 30
SC X OK ONE-WAY IN OR; IN-TOWN RENTAL THAT IS
OUTSIDE OF THE 30-DAY SC WINDOW. PM, SC or repair is needed.
TRUCK GROUNDED BY:— SCHEDULE REPAIR(S) DATE GROUNDED
10 6 95
CONTINUE CHECK-IN CONDITION NUMBERS 2, 3 & 4 ON THE FRONT
SIDE OF THIS TAG. IF TRUCK GROUNDED, IMMEDIATELY INFORM
MANAGER. IF TRUCK NOT GROUNDED, PROCEED TO #6.
MGR SIGNATURE 10 6 95
10 7 95
SIGNATURE
8. DETACH HERE WHEN REPAIRED
TRUCK GROUNDED
DO NOT RENT
INCOMING DAMAGE:
SEAL BROKEN ON UD YES X■ - NO ■ P = PUNCTURE
S = SCRAPES AND/OR SCRATCHES contract, and is affixed to the top
T = TORN
of the dealer/center copy of the
MARK AND DESCRIBE BELOW ONLY NEW DAMAGE USING THE CODE-LETTER INSTRUCTIONS ON THE REVERSE SIDE.
incoming contract.
CHECK-IN CONDITION
CHECK-IN CONDITION
W EXAMPLE
ISPA T
S
D D
S
L
L G S
X Corner cap
NEW DAMAGE DESCRIBE:_______________
is torn with temporary aluminum tape
_____________________________________
repair
_____________________________________
H
3. VERIFY EQUIPMENT INFORMATION:
R42870 TX
LICENSE NO.________________ST.______EXP. - YES ■ - NO X
■ Corner cap is torn,
DESCRIBE DAMAGE: __________________________
——
0
FUEL ADDED: _______________GALS. DIESEL ■ UNLEADED ■ hood is scratched and dented, van box is
___________________________________________
1 1 3
Circle gauge reading ⁄4 ⁄2 ⁄4 damaged on left side over wheel well; Drivers
___________________________________________
at check-in: E F side window brocken.
___________________________________________
56,000
ODOMETER_______________________________
50,000
LAST PM MILEAGE __________________PM ■ - NO ■
DUE YES X
(AT THIS TIME IF A PM IS DUE, OR LAST PM15 OR 30 WAS MISSED ALSO NOTE ON REVERSE SIDE IN #1-“PM NEEDED.”)
69738064 ©9/95 U-HAUL® INT’L., Printed in U.S.A.
WHEN CHECK-IN IS COMPLETE, GET TOP COPY TO THE RENTAL DESK SO THE
RENTAL CONTRACT CAN BE CLOSED OUT.
ALL CHECK-IN TASKS MUST BE COMPLETED IN NUMERICAL ORDER.
CHECK-IN CONDITION
(front) (back)
Attachment to U-HAUL® Policy Bulletin No. 973, “Truck Receiving/Dispatching Tag,” dated October 16, 1995.
RECEIVING / DISPATCHING SYSTEM
ATTACH TO KEYRING ATTACH TO KEYRING
Safemove® is in effect when payment for coverage is received and
IMMEDIATELY. IMMEDIATELY. noted on the contract. As a Safemove® customer, you are relieved
of responsibility for most damage, yet we still must determine how
the damage occurred. You need to file an Equipment Damage Report
for your protection against further claims and so we can recover
damage costs from responsible third party (parties). Additionally, if
you hit an object or other personal property, a completed Equipment
Damage Report is required in case of potential liability claim(s) made
SAFEMOVE® RENTAL against U-Haul®.
You are not financially responsible for damages unless there i evidence
EQUIPMENT NO. GH 7116 P of gross negligence or abuse. Safemove does not cover:
• Off-road use of the vehicle.
SAFEMOVE® BENEFITS INCLUDE:
SAFEMOVE® VALIDATION
UH-5671(B)
• Incorrect fuel.
✔ DAMAGE WAIVER PROTECTION - relieves you of finan-
cial responsibility for damage to U-Haul® equipment. • Cut, blown or damaged tires.
✔ CARGO PROTECTION - coverage for your possessions. • Damage caused from low oil level.
✔ MEDICAL AND LIFE PROTECTION - coverage for you and
your family.
(SEE REVERSE FOR DETAILS)
• Damage caused while the driver or passengers were using any
controlled substance (drugs) or alcohol, etc.
• Damage to the truck bed (box), rear doors or cab that resulted
TAG
from overloading, improper loading or failure to secure the load.
EXISTING DAMAGE: • Mechanical damage resulting from overloading or lugging of the
vehicle while towing or pulling a load.
• Damage that results from the vehicle being used in the commis-
Validates the Safemove customer’s
SAFEMOVE® RENTAL
9.
SAFEMOVE® CUSTOMER SIGNATURE
I CERTIFY THE ABOVE INFORMATION TO BE COMPLETE AND CORRECT.
10. 706-72
DISPATCHING SIGNATURE DEALER/CENTER NO.
706-72 10/6/95
RECEIVING CUSTOMER SERVICE REP. SIGNATURE DEALER/CENTER NO. DATE
(front) (back)
NON SAFEMOVE
SAFEMOVE® DECLINED
CUSTOMER RESPONSIBLE
CUSTOMER-INSURANCE INFORMATION :
STATE FARM
INSURANCE CO. __________________________________
VALIDATION TAG
EQUIPMENT NO. GH 7116 P 555-0123
PHONE _____________________ 250.
DEDUCTIBLE $________
00
NON-SAFEMOVE® RENTAL
G = GLASS BROKEN
H = HOLE
ISPA
I = IMAGING GRAPHIC/LETTERING DECAL DAMAGED ble for all new damage. It is placed
L = LENSES BROKEN
P = PUNCTURE
S = SCRAPES AND/OR SCRATCHES
on the customer’s Document
L
L
T = TORN
W = WRITTEN. "DESCRIBE DAMAGE" NOT COVERED BY
Holder/Contract Addendum. When
CODE LETTER(S).
is
Corner cap
DESCRIBE DAMAGE :______________________
torn with temporary aluminum tape
_____________________________________ EXAMPLE
the equipment is returned, this tag
repair
_____________________________________
2) HAVE "REJECTED" THE OPTIONAL SAFEMOVE® PROTECTION
T is removed from the customer’s
PACKAGE
3) MAY BE REQUIRED TO PAY THE DEDUCTIBLE PORTION UNDER
THEIR POLICY EVEN IF IT DOES COVER RENTAL TRUCKS.
D
S
S
D document holder and affixed to the
4) UNDERSTAND THAT THEIR DEPOSIT WILL BE APPLIED
TOWARD ANY DAMAGE.
5) HAVE BEEN MADE AWARE THAT MAJOR CREDIT-CARD
center/dealer copy of the incoming
COMPANIES DO NOT PROVIDE A COLLISION DAMAGE
WAIVER FOR RENTAL TRUCKS OR TRAILERS.
CIRCLE DISPATCHED FUEL LEVEL:
1 1 3
G S contract.
⁄4 ⁄2 ⁄4 DW
E F
69738064 ©9/95 U-HAUL® INT’L., Printed in U.S.A.
9. H
CUSTOMER ACCEPTANCE SIGNATURE
Corner cap is torn
DESCRIBE DAMAGE: __________________________
with temporary auminum tape repair. customer
___________________________________________
I CERTIFY THE ABOVE INFORMATION TO BE COMPLETE AND CORRECT. accepts the risk of water damage.
___________________________________________
10. 706-72 ___________________________________________
DISPATCHING SIGNATURE DEALER/CENTER NO.
706-72 10/6/95
RECEIVING CUSTOMER SERVICE REP. SIGNATURE DEALER/CENTER NO. DATE
(front) (back)
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