Convert Inspection to Quote, Invoice or Job Card

When an inspection finds work to do, convert it into a quote for the customer to approve, a job card for the workshop, or an invoice.

1. Click Inspections in the sidebar (under Workshop) and click the inspection number. It opens on the right with Edit, Send, Print, More and Convert.
   
2. Click Convert and choose Quote, Invoice or Job Card.
   
3. A window opens with the new document filled in from the inspection: the customer, vehicle, mileage and the inspection items. Check the details and items, and change anything you need.
   
4. Click Save.

What else is carried over (customer note, terms and field notes) is set under Convert Inspections in Inspection Settings.

Tip: add the parts and labour for each problem to the check itself (cog → Duration & Items, with Add Items to Document by Default ticked) so they end up in the inspection’s items and then on the quote. See Carry Out an Inspection.

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