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Courtesy Car Handover Safety Checklist

Free Safety Checklist template · Category: Vehicle Services and the Motor TradeView all Safety Checklist templates
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Risk Assessment Description:

This courtesy car handover safety checklist template from Health & Safety Zone helps forecourt and sales staff ensure a safe, compliant transfer of a courtesy vehicle to a customer or colleague in a motor trade environment.

It covers all essential checks, from risk assessment and staff competence to vehicle condition, fuel and fluid checks, key security, and briefings on vehicle controls. The checklist aligns with the Health and Safety at Work etc. Act 1974 and reflects best practice for vehicle handovers in dealerships, workshops and service bays.

Use this checklist for:

  • Pre‑handover safety verification before the vehicle leaves the forecourt.
  • Ensuring the vehicle is in road‑worthy condition and correctly documented.
  • Providing a clear briefing of controls and key security to the recipient.

Each item is answered Yes, No or N/A – any No answer must be resolved before the vehicle is handed over. Record any damage or issues and take corrective action immediately.

Fully editable and shareable — customise the questions to your site and download as a PDF for easy use.

This checklist should be kept with the handover log and retained for the period required by your company’s document‑control policy, providing evidence of compliance during inspections or audits.

Compliant with: Health and Safety at Work etc. Act 1974.

Sample PDF Document Image:

Checks covered in this Courtesy Car Handover checklist

This Courtesy Car Handover safety checklist template covers 20 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#Checklist item
1Has a risk assessment for the courtesy car handover been completed and communicated to staff?
2Is a handover authorisation form or permit completed and signed by the responsible staff member?
3Is the staff member receiving the vehicle trained and authorised to accept courtesy cars?
4Is the handover area free of slip, trip and fire hazards and adequately lit?
5Is the vehicle parked on a level, stable surface with the handbrake applied?
6Are the tyre condition, tread depth and pressure suitable for road use?
7Are the vehicle's brakes inspected and functional?
8Are the vehicle lights, indicators, brake lights and reflectors functioning correctly?
9Is the windscreen free of cracks and are the wipers and washer fluid operational?
10Is the vehicle’s exhaust system free of leaks and not emitting excessive smoke?
11Is the fuel level sufficient for the intended journey and are there any visible fuel leaks?
12Is the oil level within the recommended range and are there any oil leaks?
13Are the seat belts in good condition and functional?
14Are the vehicle’s registration and insurance documents up to date and available to the recipient?
15Has a visual inspection recorded any existing damage, dents or scratches?
16Are the vehicle keys accounted for and handed over securely to the recipient?
17Has the recipient been briefed on vehicle controls, dashboard indicators, and any faults?
18Is appropriate personal protective equipment such as high‑visibility clothing and safety footwear being worn by staff?
19Are emergency contact numbers and first‑aid provisions displayed nearby?
20Has the recipient been given the emergency breakdown assistance contact details?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall — a free account is all you need to download.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

You can build and preview a checklist without an account. To download the PDF you'll need a free account — it takes less than a minute, costs nothing, and also lets you save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.

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