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Dealer Meeting Checklist (Buyer Site Review)

Summary

Use this checklist before any quote, design, or equipment recommendation.

1. Facility & Operation Basics

Facility Type:
☐ Restaurant ☐ Bar ☐ School / University ☐ Hospital / VA ☐ Correctional ☐ Catering / Commissary ☐ Food Truck / Mobile ☐ Other: _____________________

Serving Style:
☐ À la carte ☐ Tray line ☐ Room service ☐ Buffet ☐ Grab & Go

Operating Volume:
Estimated meals per peak hour: ___________
Peak meal duration (minutes): ___________
Special events / surge volume? ☐ Yes ☐ No

Inspection Authority (AHJ):
Health Department: ____________________
Fire Marshal: ____________________
Plumbing Inspector: ____________________

2. Ware Profile (What You Actually Wash)

Primary Items:
☐ Plates ☐ Trays ☐ Glassware ☐ Pots & Pans ☐ Sheet Pans ☐ Utensils ☐ Plastic Ware ☐ Medical / Specialty Ware

Challenging Soil Types:
☐ Baked-on starch ☐ Grease-heavy ☐ Proteins ☐ Lipstick / glass film

Rewash Frequency (estimate): ___________

3. Heat vs Chemical Sanitizing Decision

Required or Preferred:
☐ Heat (High-Temp) ☐ Chemical (Low-Temp) ☐ Undecided

Local Code Preference:
☐ Heat preferred ☐ Chemical allowed ☐ Unknown (must verify)

Facility Restrictions:
☐ Electrical limits ☐ Gas limits ☐ Water temperature limits

4. Electrical Verification

Available Voltage:
☐ 120V ☐ 208V ☐ 240V ☐ 480V

Phase:
☐ Single Phase ☐ Three Phase

Panel Capacity Confirmed:
☐ Yes ☐ No (Site visit required)

Dedicated Circuits Available:
☐ Dishwasher ☐ Booster Heater ☐ Conveyor / Pulper

5. Plumbing & Water Verification

Hot Water Supply:
Incoming temperature at site: __________ °F
Water heater capacity: __________ gallons

Cold Water Pressure:
Static PSI: ___________

Peak Water Demand Conflicts:
☐ Ice machines ☐ Steamers ☐ Combo ovens ☐ Laundry ☐ Dishroom only

Backflow Prevention Present:
☐ Yes ☐ No

6. Drainage & Grease Infrastructure

Indirect Drain Available:
☐ Yes ☐ No

Visible Air Gaps:
☐ Yes ☐ No

Floor Sinks Present:
Quantity: ___________

Grease Interceptor:
☐ In-ground ☐ Under-sink ☐ None (Code issue)

Drain Backup History:
☐ Yes ☐ No

7. Water Treatment

Existing Water Treatment:
☐ Softener ☐ Carbon filtration ☐ Reverse Osmosis ☐ None

Water Quality Issues Observed:
☐ Scale ☐ Cloudy glass ☐ Chemical instability ☐ Odor

Drain Receptor for Regeneration:
☐ Yes ☐ No

8. Ventilation & Hood

Hood Over Dish Machine:
☐ Yes ☐ No ☐ Undetermined

Steam Condensation Issues:
☐ Yes ☐ No

Make-Up Air Balanced:
☐ Yes ☐ Unknown

9. Waste & Soil Handling

Waste Equipment in Place:
☐ Scrap table ☐ Scrap trough ☐ Pulper ☐ Dehydrator

Waste Bottlenecks Observed:
☐ Yes ☐ No

Pest or Odor History:
☐ Yes ☐ No

10. Workflow & Space

Dirty-to-Clean One-Way Flow:
☐ Yes ☐ No

Drying Space Adequate:
☐ Yes ☐ No

Rack Storage Capacity:
☐ Adequate ☐ Undersized ☐ Unknown

Clean Storage Separate from Dirty:
☐ Yes ☐ No

11. Emergency & Backup Systems

3-Comp Sink Operational:
☐ Yes ☐ No

Emergency Manual Warewashing SOP:
☐ Exists ☐ Does Not Exist

Disposable Ware Stocked:
☐ Yes ☐ No

12. Training & Documentation

Staff Testing & Logs:
☐ Final rinse temperature logged
☐ Sanitizer ppm logged
☐ Logs audited daily

SDS Binder Present:
☐ Yes ☐ No

Deliming Schedule Exists:
☐ Yes ☐ No

13. Project Status (If New Build or Remodel)

Current Phase:
☐ Design ☐ Permitting ☐ Rough-In ☐ Equipment Set ☐ Commissioning ☐ Turnover

General Contractor Identified:
☐ Yes ☐ No

Fire Suppression Included:
☐ Yes ☐ No

Chemical Provider Scheduled for Startup:
☐ Yes ☐ No

14. Dealer Recommendation Outcome

Recommended Dishwasher Type:
☐ Undercounter ☐ Door-Type ☐ Conveyor ☐ Flight ☐ Glasswasher ☐ Food Truck Solution

Sanitizing Type:
☐ Heat ☐ Chemical

Booster Heater Required:
☐ Yes ☐ No

Water Treatment Required:
☐ Yes ☐ No

Hood Required:
☐ Yes ☐ No

15. Risk Flags (If Any Are Checked, Site Visit Is Required)

☐ Unknown electrical capacity
☐ Unknown drainage
☐ No grease interceptor
☐ No water softener with heat system
☐ No hood with steam-producing machine
☐ No air gaps visible
☐ No emergency backup system

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