Completing an Inspection
- Create a New Document and add your customer and vehicle information.
- Click Add Inspection.
- Select one or multiple inspections then click Apply.
- Click the dropdown icon to expand the Inspection you would like to perform.
- Select a Technician or type a new technician's name.
Perform the inspection:
Basic Inspection Sections
Red/Yellow/Green Lines
Mark each inspection line item as one of the following:
- 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.
- (Optional) In addition to selecting a status, you can add the following:
- Note - Click the note icon and enter a note or recommendation.
- Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
- Note - Click the note icon and enter a note or recommendation.
Item Inspected (Single Check Mark) Lines
- Check the empty bubble if this item was completed/inspected.
- Note - Click the note icon and enter a note or recommendation.
- Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
(Optional) In addition to selecting a status, you can add the following: - Note - Click the note icon and enter a note or recommendation.
Yes/No Toggles
Choose whether an item is applicable to the inspection.
- Note: Additional options may appear depending upon what is selected.
Specialized Inspection Sections
Body Condition (Check-In Inspection Only)
Note existing damage in the Body Condition section:
- Click a location on the vehicle diagram to mark.
- Select a damage type >> click Apply.
- Note - Click the note icon and enter a note or recommendation.
- Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
(Optional) In addition to adding body conditions, you can add the following: - Note - Click the note icon and enter a note or recommendation.
Dashboard Lights (Check-In Inspection Only)
- 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.
- Note - Click the note icon and enter a note or recommendation.
- Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
(Optional) In addition to adding dashboard indicators, you can add the following: - Note - Click the note icon and enter a note or recommendation.
DOT Tire Identification Numbers (Quality Check Inspection Only)
Enter the DOT Identification numbers
Oil Quality (Courtesy Inspection Only)
Select one of the quality options.
Tire Size & Speed Rating (Courtesy Inspection Only)
- Click the arrow icon.
- Select a tire Tire Width from the menu and click Next.
Continue selecting tire specifications and clicking next until all details have been entered >> select Done.
- Width
- Ratio
- Diameter
- Speed Rating
- (Optional) In addition to adding tire size, you can add the following:
- Note - Click the note icon and enter a note or recommendation.
- Image - Click the attach icon >> click ADD IMAGE then follow the on screen prompts to attach an image.
- Select Done.
- Select an Inspection Status.
- Print or Email the Inspections.
- Print
Select the Print button.
- A PDF document will display.
Select the print option in the PDF viewer.
- Note: This step may vary based on the browser and settings you are using.
- Email
- Select the Email button.
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.
- 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.
- Select the Email button.
- Print