Inspections
Inspections Overview
Last Updated: 10 November 2026A tour of the Inspections page: the status bar, filters, the list, the gear menu and the inspection preview.
Create an Inspection
Last Updated: 10 November 2026Start a new inspection for a customer and vehicle, choose the inspection template and save it.
Carry Out an Inspection | Record Results, Notes and Photos
Last Updated: 10 November 2026Mark each check green, amber or red, record tyres and damage, and add notes, photos, durations and items.
Vehicle Inspections
Last Updated: 10 November 2026See all inspections for a vehicle and start a new one from the vehicle page.
Send Inspection to Customer | PDF and Customer View
Last Updated: 10 November 2026Email the inspection with its PDF, print or download it, and let the customer accept or decline it online.
Change Inspection Status
Last Updated: 10 November 2026Mark an inspection as sent, expired, declined, accepted or completed.
Convert Inspection to Quote, Invoice or Job Card
Last Updated: 10 November 2026Turn inspection findings into a quote, invoice or job card with the customer, vehicle and items carried over.
Inspection Templates (Checklists)
Last Updated: 10 November 2026Create and edit the checklists used for inspections: groups, field types, layout, colours and what the PDF and customer see.
Inspection Groups
Last Updated: 10 November 2026Manage the section names (such as Under Bonnet or Tyres) you can use in inspection templates.
Inspection Settings
Last Updated: 10 November 2026Set inspection numbering, behaviour, PDF text size, default note and terms, and what is carried into quotes, invoices and job cards.