This Customer Handover & Demonstration SOP (Safe Operating Procedure) covers demonstrating hired equipment to a customer at handover. It covers choosing a clear demonstration area, a walk-around of controls and safety features, confirming PPE, a supervised start-up and shutdown, shutting down between each step, and having the customer show they can operate and isolate the equipment before release. It's written by WHS specialists, aligned to Australian WHS legislation, and fully editable in Microsoft Word.
Who it's for
Equipment and plant hire businesses
Tool hire outlets
Party and event hire companies
Landscaping and garden equipment hire
Hardware stores with hire counters
Use it to
Train and induct workers in exactly how you expect the task to be done
Keep a clear reference at the machine, in the vehicle or on site
Record competency with the built-in sign-off
Show clients, insurers and auditors your safe work methods are written down
What this SOP covers
Unintended or premature operation during the demonstration
Being caught in moving parts, blades, augers, attachments or buckets
Crush injury from a raised attachment, bucket or load
Noise from engines, motors and powered attachments
Manual handling when positioning equipment
Slips and trips in the yard or demonstration area
Skin and eye contact with fuel, oil, hydraulic fluid or coolant
Electric shock or burns from damaged leads or components
Releasing equipment before the customer can operate it safely
What's included
7 pre-operational checks, from your own competency and pre-hire inspection status to the demonstration area, customer PPE and fluid levels
A 12-step handover procedure covering the walk-around, emergency stops, start-up, safe operating limits, shutdown and customer demonstration back
De-energising and immobilising the equipment between each demonstration point, with plant-specific SOPs governing lockout
5 shutdown, housekeeping and post-operation steps
Emergency actions for injuries and equipment malfunction during the demonstration
PPE checklist and a list of related documents
Competency acknowledgement and worker sign-off
Space for your logo, SOP number, version and review dates
Why use this template
Saves hours compared with writing an SOP from a blank page
Written as clear, numbered steps that workers can follow on the job
Fully editable, so you can match it to your equipment, site and how your team works
The competency sign-off gives you a training record from day one
How it works
Buy online and download straight away. You'll also get an email with your link.
Add your logo, company name, SOP number and dates.
Check it suits your equipment and site, and edit anything you need to.
Train your workers and have them sign the competency acknowledgement.
Need more than one SOP?
This SOP is also included in the Ultimate Hire Services SOP Bundle. At $197 for the whole bundle, it works out much cheaper than buying SOPs one at a time.
Common questions
Does it cover hire agreements and pre-hire inspections?
No. It covers the hands-on demonstration at handover. Pre-hire inspection records, hire agreements and liability documents are covered by your plant hire procedures.
Does the customer have to show they can use the equipment?
Yes. The customer demonstrates start-up, operation and shutdown back to the employee, and the equipment isn't released until they can start, operate, stop and isolate it safely.
Can I change it?
Yes. It's a Microsoft Word file, so you can add, remove or change any step, check or hazard, and add your own logo and details.
Does it suit my state?
Yes. It's written to the model WHS laws and suits all states and territories, including Victoria under the OHS Act and Regulations.
What if it doesn't suit my work?
You're covered by our 30-day money-back guarantee if it isn't fit for purpose.
