Completing an Inspection

  1. Create a New Document and add your customer and vehicle information.
  2. Click Add Inspection.
    inspections-addinspection
  3. Select one or multiple inspections then click Apply.
    inspections-selectinspection
  4. Click the dropdown icon to expand the Inspection you would like to perform.
    inspections-expantinspectionlist
  5. Select a Technician or type a new technician's name.
    inspections-addtech
  6. Perform the inspection:

    Basic Inspection Sections

    Red/Yellow/Green Lines

    1. Mark each inspection line item as one of the following:

      inspections-inspectionitemstatus

      • Red - Service Now
      • Yellow - Service Soon
      • Green - Okay
      • N/C - Not Checked
      • Note: If MAP Conditions have been enabled in the Settings >> Inspections, the red and yellow options will be replaced with an arrow button that will allow you to select additional sub options.
        • inspections-checkin-mapcheck
        • inspections-checkin-mapoptions
    2. (Optional) In addition to selecting a status, you can add the following: 
      • Note - Click the note icon and enter a note or recommendation.
        inspections-enternote
      • Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
        addimage

    Item Inspected (Single Check Mark) Lines

    1. Check the empty bubble if this item was completed/inspected.
      inspections-singlecheckoption
    2. (Optional) In addition to selecting a status, you can add the following: 
      • Note - Click the note icon and enter a note or recommendation.
        inspections-enternote
      • Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
        singlecheckaddimage

    Yes/No Toggles

    Choose whether an item is applicable to the inspection.

    • Note: Additional options may appear depending upon what is selected.

    inspections-yesnotoggles

    Specialized Inspection Sections

    Body Condition (Check-In Inspection Only)

    Note existing damage in the Body Condition section:

    1. Click a location on the vehicle diagram to mark.
      inspections-checkin-clickvehiclediagram
    2. Select a damage type >> click Apply.
      inspections-checkin-selectdamage
    3. (Optional) In addition to adding body conditions, you can add the following: 
      • Note - Click the note icon and enter a note or recommendation.
        inspections-enternote
      • Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
        bodyconditionaddimage

    Dashboard Lights (Check-In Inspection Only)

    1. Select any malfunction indicators that are lit in the Dashboard Lights section. Note: Select Other and then click the note icon to enter additional details about other indicator lights.
      inspections-checkin-selectdashboardindicators
    2. (Optional) In addition to adding dashboard indicators, you can add the following: 
      • Note - Click the note icon and enter a note or recommendation.
        inspections-enternote
      • Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
        dashboardlightsaddimage

    DOT Tire Identification Numbers (Quality Check Inspection Only)

    Enter the DOT Identification numbers
    inspections-dotid

    Oil Quality (Courtesy Inspection Only)

    Select one of the quality options.

    inspections-oilquality

    Tire Size & Speed Rating (Courtesy Inspection Only)

    1. Click the arrow icon.
      inspections-tiresize
    2. Select a tire Tire Width from the menu and click Next.
      inspections-tiresizedetailsnext
    3. Continue selecting tire specifications and clicking next until all details have been entered >> select Done.

      • Width
      • Ratio
      • Diameter
      • Speed Rating

      inspections-tiresizedetailsdone

    4. (Optional) In addition to adding tire size, you can add the following: 
      • Note - Click the note icon and enter a note or recommendation.inspections-tiresizenotes
      • Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
        tiresizeaddimage
  7. Select Done.
    inspections-donebutton
  8. Select an Inspection Status.
    inspections-selectstatus
  9. Print or Email the Inspections.
    • Print 
      1. Select the Print button.

        inspections-print-button

        • A PDF document will display.
      2. Select the print option in the PDF viewer.

        inspections-printpdf

        • Note: This step may vary based on the browser and settings you are using.
    • Email
      1. Select the Email button.
        inspections-email-button
      2. Fill in the Send To field >> Make any additional changes to the Subject, Message and Signature sections of the email as required, then click Send.

        inspections-emailsendtofield

        • Note: Subject, Message and Signature can be set up with a default message that will automatically appear on this screen each time you send an email. Go to Settings >> Printing and Emailing to create your default messages.