Carry Out an Inspection | Record Results, Notes and Photos

1. Open the inspection and click Edit, or hover over it in the list and click Edit. A new inspection opens straight away in this screen.
2. Work through the inspection form. The type of each check decides how you answer it:
   • Green / Amber / Red: click green (OK / pass), amber (monitor / advisory) or red (fail / action required).
   • Yes or No: click the Yes or No button (the text can be, for example, OK and FAULT).
   • Checkboxes: tick the items that apply.
   • Text and Text Area: type your findings.

   

3. To mark a whole section at once, click the green, amber or red box in the section header. (Turn these controls on or off with Show apply-to-section controls in Inspection Settings.)
4. On an image field (for example EXISTING EXTERIOR BODY DAMAGE OR DEFECTS), click the picture to add a numbered hotspot where the damage is. Click a hotspot to remove it. Type details in Notes.
   
5. For tyres, choose the condition colour, tick any defects (for example Low tread or Puncture), enter the tread depth (Inner, Centre, Outer) and pressures, and answer Replacement Required?.
   

Add a note, photos, time or parts to a check

1. After you answer a check, hover over it and click the cog (Field settings) on the right.
   
2. On the Note tab, type a note. Notes are listed in the inspection notes summary and can be shown on the PDF and to the customer.
   
3. On the Duration & Items tab:
   • Include Field Duration in Inspection Totals: adds the Duration you enter to the inspection’s total duration.
   • Add Items to Document by Default: items you add here (Add System Item or Add Manual Item) are added to the inspection’s item list.

   

4. On the Media tab, click Upload Images or drag photos onto it. You can save up to 5 images for each answer. Photos appear in the Media section of the inspection.
   
5. Click Save in the window.

Note: the Media tab appears once the inspection has been saved.

Items, totals and form settings

• Inspection Items: parts and labour to charge for, with an Inspection Summary of the totals.
  
• Overwrite Totals and Duration: tick it to type the Total, Total Incl. Tax, taxes and duration yourself.
  
• Inspection Form Settings: change the colours, symbols and what the PDF and customer page show, for this inspection only. The options are the same as on a template’s Settings tab. See Inspection Templates.
  

Click Save in the bar at the bottom of the screen. The preview then shows the results, a NOTES list of every field note and the MEDIA photos.

Next: Send Inspection to Customer · Convert Inspection to Quote, Invoice or Job Card

Feature Vehicle inspections: see what it does and how it fits your workshop.