From ALLDATA Inspections

Create a new Inspection document directly from the ALLDATA Inspections app

1. Click the + or Create New Document button.
   
2. Add a customer - From the document screen:
   • Click +Customer
     
   • Search for an Existing Customer or click + New Customer.
     

   • Fill out or verify customer information.

     

     • ​​Note: Last name is required.
3. Add a vehicle - From the Customer & Vehicle Information menu:
   • Choose a vehicle that has been previously assigned to the customer or click + New Vehicle.
     ​

     • If + New Vehicle was selected:

       • Search by Year, Make Model, engine or VIN.
       • Use License Plate lookup (Available to Shop Manager users who have enabled myCARFAX services).
         • Enter License Plate number and registration State to decode vehicle.
       • Manually enter a Custom Vehicle that is not part of the ACES vehicle database.
         • Note: Custom vehicles will display a "NON-ACES" label and will not be connected to ALLDATA repair information.
       • Select options from the Year, Make, Model dropdown.

       

4. Fill in any additional vehicle information as necessary then click Apply to add the customer and vehicle information to the estimate.
5. Fill in any additional vehicle information as necessary then click Apply to add the customer and vehicle information to the estimate.
   
6. Click Add Inspection.
   
7. Select one or multiple inspections then click Apply.
   

From Shop Manager

Attach a new Inspection document to a Shop Manager document

1. Open an existing Estimate or Repair Order document or create a new one.

   • For more information about creating documents in Shop Manager see Creating a Document

   

2. Click the + Inspection button.
   

3. The inspection will load within the Shop Manager window. 

   • Notes:
     • The customer and vehicle information for the selected Shop Manager document will carry over to the new inspection.
     • Inspection documents created in Shop Manager will also be available immediately in the ALLDATA Inspections desktop and mobile apps.

   

4. Click Add Inspection.
   
5. Select one or multiple inspections then click Apply.
   

From Manage Online

Attach a new Inspection document to a MANAGE Online Estimate or Repair order

1. Log in to ALLDATA MANAGE Online. 
   

2. Open an existing Estimate or Repair Order document or create a new one.

   • For more information about creating documents in MANAGE Online see Part1: Adding and Searching for a Customer

   

3. Click the + Inspection button on the Work screen.
   

4. ALLDATA Inspections will load within an overlay in ALLDATA MANAGE Online.

   • Notes:
     • The customer and vehicle information for the selected MANAGE Online document will carry over to the new inspection.
     • Inspection documents created in MANAGE Online will also be available immediately in the ALLDATA Inspections desktop and mobile apps.

   

5. Click Add Inspection.
   
6. Select one or multiple inspections then click Apply.