Creating a Document

  1. Click the + or Create New Document button.
    inspections-createnewdocument
  2. Add a customer - From the document screen:
    • Click +Customer
      inspections-pluscustomerdocumentscreen
    • Search for an Existing Customer or click + New Customer.
      inspections-customerlookupflyout
    • Fill out or verify customer information.

      inspections-customerinformation

      • ​​NoteLast 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.

        select vehicle options

  4. Fill in any additional vehicle information as necessary then click Apply to add the customer and vehicle information to the estimate.newvehicle
  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.
    inspections-addinspection
  7. Select one or multiple inspections then click Apply.
    inspections-selectinspection