Inspection reports
A digital multi-point inspection attached to the work order, filled in on a tablet and printed for the customer.
An inspection report is a multi-point vehicle check attached to a work order. Technicians fill it in on a phone or tablet in the bay; the counter prints it for the customer alongside the invoice.
Pro plan: Inspection reports are included with Pro.
Opening the report #
Save the ticket first, then open it and click Inspection Report on the Vehicle card. Each ticket has one report. The Dashboard's vehicle column shows "Inspection Report: Yes" once one exists.
Filling it in #
The report is a series of sections, each of which can be collapsed by clicking its header:
- Preliminary Inspection: exterior, headlights, other lighting, wipers.
- Cluster / Warning Lights: check engine, TPMS, ABS.
- Fluids: engine oil, coolant, brake, transmission, power steering, washer.
- Tires: front and rear sizes, then pressure, tread depth, condition notes, and an OK/Low rating for each wheel and the spare.
- Brakes: pad or shoe thickness and a rating for each wheel, plus rotors and drums.
- Under Hood, Under Car, Steering & Suspension: filters, belts and hoses, battery, exhaust, driveline, shocks, ball joints, alignment.
- Technician Notes: oil quantity and type, filter, wheel torque, comments, and the technician's initials.
Ratings are colour-coded buttons: green for good, amber for monitor or worn, red for attention or replace. Tap to set them. Most items also have a Notes box.
The report saves itself two seconds after every change; a small "Saved" indicator confirms it. Click Done to return to the ticket.
Printing #
Click Print. The printout carries your store header, the vehicle's details and mileage, every rating with the unselected options faded, tire pressures and tread depths, brake thicknesses, and the technician comments. The per-item Notes boxes are for the shop and are not printed.
Tip: Hand the customer the inspection report with the estimate. Red items with a quoted price are the ones most often deferred, and deferred work brings them back on the next visit.