Customer Service Excellence Checklist

Per-shift FOH service standards a floor manager runs to verify greeting, table touches, allergen handling, and check-out quality across the dining room. Designed for full-service restaurants using Toast, Resy, or OpenTable.

6 sections 20 steps Collects data
1

Greeting and Seating

  1. Greet arriving guests within 30 seconds
  2. Pull reservation notes from Resy or OpenTable
    • Before seating, the host checks BNB notes for birthdays, anniversaries, allergies, VIPs, and regulars. Flag any allergy notes for the server and expediter before the table orders.

  3. Seat the party and present menus
    • Walk at the guest's pace, seat per the floor plan and rotation, and present menus open. Call out today's 86s and the night's features so the server isn't repeating bad info.

  4. Confirm whether the table has an allergy
    • Ask directly at greeting — peanut, tree nut, shellfish, gluten, dairy, egg, soy, sesame are the priority allergens. If yes, the allergen-aware manager on shift owns the ticket from order to pass.

    Collects list
2

Service and Table Touches

  1. Take drink and food orders accurately in the POS
    • Modifiers entered correctly in Toast or Square — no shorthand the kitchen can't read. Seat positions matched to the order so the runner doesn't auction plates.

  2. Run the allergen ticket protocol
    • Dedicated cutting board, fresh gloves, separate sauté pan, separate fryer where available. Allergen ticket is hand-delivered to expo and called out verbally — never just printed. The certified allergen-aware manager confirms the plate before it leaves the pass.

  3. Perform the two-bite check after entrees
    • Server returns within 2 minutes or two bites of the entree drop. Open question, not yes/no — "How is the steak cooked for you?" Anything short of "great" gets the manager involved before the third bite.

  4. Refill water and check beverage levels
    • Water glasses topped before they hit halfway. BTG wine and cocktails offered for a second round when the glass is at one-third. Bussers own water; servers own alcohol re-orders.

3

Food and Beverage Quality

  1. Verify hot food leaves at 140°F or above
    • Expediter spot-checks plate temp at the pass with a calibrated thermometer on a sample of tickets. Anything below 140°F goes back to the line; the runner does not carry it. Log out-of-range incidents in the line-check log.

  2. Confirm plate matches the menu description
    • Garnish, sauce placement, side, and modifiers all match the build sheet. Common miss: the seasonal sub the kitchen made two weeks ago that FOH still describes the old way.

  3. Check bar pours against recipe spec
    • Manager observes 3-5 cocktails during peak service — jigger use, garnish, glassware. Free pours drive pour cost above target and are the most common variance source on the weekly P&L.

4

Ambiance and Cleanliness

  1. Walk the dining room every 30 minutes
    • Manager loop: crumbs on banquettes, spilled drinks, candles burned out, tablecloth replacements, music level, HVAC. Bus and reset turnaround target is 4 minutes for a deuce, 6 for a four-top.

  2. Check restrooms on the 30-minute cadence
    • Soap, paper towels, toilet paper, trash, floors, mirror. Initial the restroom log on the back of the door. State health code requires soap and hot water available continuously — empty dispensers are a critical violation.

    Collects list
  3. Adjust lighting and music for the daypart
    • Lights down two clicks at sunset, music up one notch when covers exceed 60% of capacity. The host stand keeps the dimmer and volume cheat sheet for who-changes-what-and-when.

5

Problem Resolution

  1. Capture the guest complaint at the table
    • Manager goes tableside within 90 seconds of the server's flag. Listen, do not defend. Restate the issue back to the guest before proposing a fix. Most recoverable complaints are lost in the first 60 seconds when staff argue the facts.

    Collects list
  2. Document the recovery in the manager log
    • Record table number, server, complaint type, comp or void amount, and the resolution. Comp percentage above 2% of sales for the week is a training signal, not just a cost. Voids over $25 require manager PIN in the POS.

    Collects list Collects number Collects paragraph
  3. Escalate allergen incidents to the GM
    • Any suspected allergic reaction — even minor — gets a same-shift call to the GM and a written incident report. If EMS is called, preserve the plate, retain the ticket, and notify ownership before close. This is liability documentation, not optional.

6

Check-Out and Farewell

  1. Drop the check within 2 minutes of request
    • Pre-bus the table before dropping. Itemized check verified against the POS — modifiers, splits, comps applied correctly. Guest waiting on a check is the most common driver of low service scores on Yelp and Google.

  2. Thank guests by name at departure
    • Host or manager at the door, by name where the reservation surfaced it. Specific invite to return — "See you for brunch Saturday" beats "Have a great night." Regulars get logged in SevenRooms or the BNB notes for next visit.

  3. Capture the post-shift service summary
    • Manager records covers, average check, comp percent, and any service incidents. Review against the prior week's same-day numbers in Toast or R365. Variance over 10% on comps or voids gets walked through in the next pre-shift.

    Collects number Collects signature

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Sections 6
Steps 20
Category Restaurant
Price Free to start
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