Restaurant Customer Service Forms

restaurant customer service forms

Use these forms to ensure your guests have a great experience while visiting your restaurant. These forms and checklist are a great way to prepare the restaurant for any meal period.

If your restaurant experiences chaotic ran shifts or shifts that are not prepared for the rush times then use any of these forms to help move your restaurant forward.

We at Workplace Wizards understand your needs because everyone on our staff has worked in restaurants hands on.  In-fact everyone at Workplace Wizards has worked for corporate restaurants where working systems are in place.

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Restaurant Form #Q-011


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Restaurant Server Steps of Service


Are your servers familiar with the Steps of Service?

This is a great resource for your wait staff to remember what they should do.

If your waiters and waitresses follow this, your customer service will be something customers say “WOW” about. Go to the page linked below for even more great information about this form, and customer service.


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Restaurant Forms
F-026 and F-027


workplace-wizards-employee-wow-server-test server test

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Waiter and Waitress Competency Test and Answer Key


Use this Server Test to test each waiter and waitress either at training for new hires or as a refresher for current staff. Your service staff should have knowledge of the server position, their roles and customer service. This not only includes the test, but the answers.
This is an excellent restaurant form to assure that your service staff are prepared for the job.
This includes test questions and answers regarding the server steps of service, the Server position responsibilities, the Expediter position, how to handle guest complaints and recover the guest. If you use this as a test and fairly grade it, the servers will be more prepared for your job and you'll have proof that they should know how to do their job.
It's up to you to make sure your waiters and waitresses put it into practice to provide excellent customer service.


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Restaurant Forms
F-024 and F-025


steps of service steps of service

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Server Steps of Service
Test and Answer Key


The Server steps of service is an excellent way to train your servers.

These steps are important to your restaurant's success and creating an everlasting great impression in your guest's minds.

If the steps are executed properly and consistently, you will create repeat business.

Managers are responsible to make sure servers are maintaining the service steps. Consistency and a positive attitude are key factors in your success.


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Restaurant Form #F-062


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Waiter Evaluation Form


Do you have a way to gauge your employee’s performance?

It is important to have your serving staff on the same page and performing well above your expatiations.

The defining point that will create an ongoing repeat business carousel for your restaurant will be your employee’s willingness to do the right thing for the right reasons.

The waiter evaluation form if used properly will give you the right juice to get the job done quickly and correctly.

The waiter evaluation form will help you identify and correct employee related issues. Once you have completed the waiter evaluation, then create an employee action plan.

Pinpoint and correct issues and complaints immediately. Don’t create the back burner effect, address and correct the issues promptly.

The price of this form will pay for itself over and over again. Your employee’s actions can either positively or negatively impact your restaurant's reputation and future.

If you have employee related issues and you are not sure on how to approach the problem, then purchase the waiter evaluation form NOW.


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Restaurant Server Service Audit


How will the Restaurant Server Service Audit benefit your business?

There are no restaurants or bars that are immune to customer complaints or training issues.

Conducting the server service audit will help pinpoint areas of opportunity.

Require that anyone who servers a customer be fully trained in the six steps of service.

Utilize valuable tools that were specifically created to help you reduce or eliminate operational/financial issues. It’s how and when you correct the issues that matters.

The restaurant server service audit is an 11 page document. The actual audit is only three pages. The rest of the document contains valuable information and tips on how to succeed in repairing on-going issues that is affecting customer service.

We also included free downloadable forms when you buy the audit form:
1) The server action plan form
2) The six steps of service quick reference chart
3) The six steps of service test and answer key


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Restaurant Form #F-064


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Server Action Plan Form


The server action plan is a great way to pinpoint the areas of opportunities and then correct them systematically.

Correct your server actions immediately, don't wait until the problems develop into bigger issues.

Use this form to pinpoint and correct issues.

Learn how to effectively turn your restaurant managers and staff members around into a productive and proficient employee.


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Restaurant Form #F-063


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Restaurant Pre Shift Alley Rally Forms - Two Options


What's a Pre-Shift Alley Rally? It's a great time to motivate and "rally" your team.
There are two versions of the Alley Rally form. You can choose either form to organize your Pre-Shift Alley Rally. Use this restaurant pre shift meeting form as a motivational tool for your team. Communication is the key. 15 minutes prior to any meal period gather up all the staff members. Use the Pre-Shift Alley Rally form to communicate shift goals, contest, lunch or dinner features, new menu items, uniform inspection, employee recognition, suggestive selling and up-selling.
Organizing the shift will create a smooth running shift.



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Restaurant Form #F-002-A


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Restaurant Form #F-002-B


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Restaurant Form #F-003


employment application

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Employment Application


Do you have an employment application? It is vital that every employee you hire fills out an employment application. You can determine if the applicant is a good match for your business.
Some of the information will need to be crossed-checked to ensure that the applicant possesses integrity.
This form can act as a paper trail in case you discover that the applicant was falsifying information.


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Restaurant Form #F-014


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Restaurant Customer - Guest Survey


Do you have a survey for your customers to complete to evaluate your restaurant? This is one of the best ways to know how well you are doing at your restaurant. The Manager or Greeter can hand out the guest surveys to your guests while they are still eating, or you could make them available at the register, near the door, or on tables. You may learn areas of opportunities to improve and know where you shine. You can even ask if they would give permission for you to add a positive comment to your website, carry-out menu or other advertising. For negative feedback, if the customer included contact information, you can get in touch with them to follow up and see what you can do to recover the situation and bring them back to your restaurant.


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Restaurant Form #F-032


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Mystery Shopper Dining Room - Lunch or Dinner - No Alcohol


If you want to know what is going on in your restaurant while the owner or general manager is not there, then the mystery shop form is ideal. You can use this information to pinpoint areas of opportunity. A guest, family, or friends are given this form to grade your restaurant's performance. Customer service, time and temperature, teamwork, position performance, etc are some of the things that the shopper will observe during the lunch or dinner visit. This visit will be unannounced and the mystery shopper will be undercover.


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Restaurant Form #F-033


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Mystery Shopper Dining Room - Lunch or Dinner - With Alcohol


Do you know what is going on in your restaurant while the owner or general manager is not there? If not, then the mystery shop form is what you need. You can use this information to pinpoint areas of opportunity. A guest, family, or friends are given this form to grade your restaurant's performance. Some of the things that the shopper will observe during the lunch or dinner visit are: customer service, time and temperature, teamwork, and position performance. This visit will be unannounced and the mystery shopper will be undercover.


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Restaurant Form #F-034


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Mystery Shopper for the Bar


If you want to know what is going on in your restaurant while the owner or general manager is not there, then the mystery shop form is ideal. You can use this information to pinpoint areas of opportunity.



The mystery shopper will observe integrity issues such as:


  • Proper measurements of alcohol

  • Making sure all sales are rung up during the visit

  • No freebies

  • Honesty

  • Bartender/server efficiency

  • Cleanliness

  • Professionalism

  • Uniform standards

  • Etc


A guest, family, or friends are given this form to grade your restaurant's performance. Customer service, time and temperature, teamwork, and position performance are some of the things that the shopper will observe during the lunch or dinner visit. This visit will be unannounced and the mystery shopper will be undercover.



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Restaurant Form

Restaurant Form #C-012


Front of House Checklist
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Front of House Checklist


Do your customers say "wow" when they are talking about your restaurant? If you provide top notch service and food, they'll be sure to say WOW and want to come back with their friends and family. There is a whole lot more to running a restaurant than people think. This checklist is an excellent tool to make sure your front of house--parking lot, dining room, restrooms and greeting area are all ready for customers before the peak times!


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Restaurant Form #Q-009


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Restaurant Hand Washing Chart


Experts say that washing your hands is one of the best ways to prevent the spread of illness and contamination.

This is a great chart to use as a reference in how to properly wash your hands.

Get it laminated and hang it above your hand washing sinks and bathroom sinks.

By having this reminder, people are more likely to understand the need for hand washing.


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Restaurant Form #C-008



Closing server checklist


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Closing Server Checklist


Do you have issues where the morning servers complain about the evening servers not closing properly? Do the evening servers say they are also left with unfinished tasks from the morning servers? This can be an endless downward cycle.
Start using this form in conjunction with the Server Side Work chart to keep your service aisle in great condition! Keeping all shifts on track will help alleviate the tension between shifts and keep your servers working as a team. During meal periods it is crucial the server aisle and dining room is set up properly. Consistently following this checklist will decrease the chance of issues arising or customer complaints.
This also helps the General Manager and/or Owner be aware of what is happening and where things need to be improved. It's just one of the many ways you can make your restaurant service surpass the competition!


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Restaurant Form #C-010

service-area-checklist


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Server Side Work Chart


Sometimes it's tough to get everything done when times are busy. Do you find yourself rushing around, while your waiters and waitresses standing around chatting? Your Service Staff should be just as busy as the other staff members. Doing Side Work isn't just busywork, it helps to keep up the restaurant.

To use this restaurant form, assign one or more servers to each task. This ensures that everything is completed for each shift. Using this form will decrease issues and ensure that during the peak times everything is kept up.


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Restaurant Form #C-005


service-area-checklist

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Service Area Checklist


Are your waiters and waitresses prepared for their shift? Do they run out of items in the middle of the dinner rush? This is a great tool to ensure a good start to each shift.

The service aisle should be stocked and ready to go so that the service staff can focus on the customers. It avoids the frustration of running out of straws or napkins in the middle of the busiest time.

This checklist will help your service staff and your manager make sure the front of house is set for success.


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Restaurant Form #C-006



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Server Training Checklist


Are you sure you have covered everything you should with your waiters and waitresses? This restaurant form will help you make sure your waiters and waitresses have had the training they need to do their job. Consistently using this form correctly will ensure that every server receives quality training and you will not miss anything that is listed on this sheet. Review all training deficiencies with that server, and set your expectations. This form also acts as a paper trail to show that the server was trained for the job.


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Restaurant Form #F-015


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Hourly Sales and Customer Count Sheet


This simple sales record sheet is easy to complete and will help you in many ways.
Each hour you record sales and customer counts onto the hourly sales and customer count sheet. After several weeks of data you will see patterns and trends in sales and customer counts.
Use this data to determine when to add more employees on a specific shift or hourly. This also a great way to determine sales projections which helps you to know where you are headed.


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Restaurant Form #F-029


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Restaurant Wait Seating Chart Sheet


Use this sheet when all the tables are being used - your restaurant is full. Keep track of who is waiting for a table and be aware of their questions. You can even offer them samples, drinks, or other incentives while they wait. Give the children a something to do such as crayons or games. Having a full restaurant is great! Give those customers a reason to stay because it is worth the wait.

This chart is helpful if questions come up as to the wait time and also for making sure the first customer waiting will get the first available table. If it is a large party, inform them that the wait could be longer than other customers who came in after them with only one or two guests--as most restaurants have a limited number of large tables or seating areas. Use the Restaurant Wait Seating chart to enter the names of people, how many, whether they prefer a table or booth in your restaurant, and even special seating needs, such as a high chair or booster seat.


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Restaurant Form #F-031


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Restroom Cleaning Chart


Having a dirty bathroom can drive customers away from your restaurant. Post this weekly form on the back of each restroom door to keep up on this important cleaning.

Train the greeters or other staff person to check both restrooms on the hour for cleanliness and stocking of toilet paper, paper towels and hand soap.

Are the mirrors and bathrooms basins clean? Is there any paper or trash on the floor? Keep it clean and you'll give a good impression to your guests.


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Restaurant Form #Q-007


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Restaurant Labor Estimate Guide


Do you struggle with scheduling the right amount of employees? Do your Labor Costs strain your budget? You can use this chart as a guide on how many of each job position to schedule based on your projected sales. This chart tells you how many employees to schedule based on customer counts per hour. You'll be better able to know how many of these positions to schedule.


  • Servers

  • Greeters

  • Bartenders

  • Kitchen Staff

  • Dish Washers

  • Bus Positions



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Restaurant Form #F-035


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Restaurant Reservation Form


Do you have a way to reserve tables? If you don't and you find you want to take reservations this sheet helps you get started. It has the information you need to reserve tables at your restaurant. Learn more about how to use this sheet on the Restaurant Reservation Form page.


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Restaurant Form #C-014


server opening checklistrestaurant reservation form

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Restaurant Server Opening Checklist


Are your servers prepared for guests before the doors open? When they take the time to get everything set up in advance, they will provide better customer service. This creates happier customers and that leads to repeat business. That leads you to greater profits. Use this excellent checklist to get your service aisle open and ready for the day.


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