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Inspections Settings

Updated by Russ

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The Inspections Settings page allows you to create and manage vehicle inspection templates for standardized quality checks and compliance with state regulations. This guide provides an overview of how to set up and utilize these inspections effectively.

Overview

The inspection system provides:

  • Customizable inspection templates

  • Category-based organization

  • Pass/fail/caution criteria

  • Photo documentation support

  • Template library for quick setup

[Image to re-upload: InspectionTemplatesList.png — InspectionTemplateList]

Creating an Inspection

[Image to re-upload: NewInspectionButton.png — inspectionbutton]

Custom Inspection

  1. Click New Inspection → Create Blank.

  2. Enter inspection details:

    • Name (required)

    • Description (optional)

    • Active status

  3. Click Create to save.

  4. Click on the inspection to add categories.

From Template

  1. Click New Inspection → Create from Template.

  2. Browse available templates.

  3. Select desired template.

  4. Customize name if needed.

  5. Click Use Template.

Building Inspection Structure

[Image to re-upload: InspectionCategoriesAndItems.png — InspectionCategoriesAndItems]

Adding Categories

  1. Click an inspection to open it.

  2. Click Add Category.

  3. Enter category name. Example categories include Engine Compartment, Undercarriage, Interior, and Exterior.

  4. Click Add button to save the category.

Adding Inspection Items

[Image to re-upload: InspectionAddItemModal.png — InspectionAddItemModal]

  1. Select a category.

  2. Click Add Item.

  3. Configure the item:

    • Item name

    • Description

    • Required status toggle

    • Allow Comments toggle

    • Allow Photos toggle

    • Click + Select Input Type to choose: Four Way Toggle, Single Measurement (mm), Single Measurement (inches), or Text Input

  4. Save the item.

[Image to re-upload: InspectionInputTypeModal.png — InspectionInputTypeModal]

Managing Inspections

Editing Inspections

  1. Click the edit icon or inspection card.

  2. Navigate to the inspection editor.

  3. Modify categories and items.

  4. Changes save automatically.

Activating/Deactivating

  • Toggle switch on the inspection card.

  • Inactive inspections are unavailable for use.

  • Preserves all configuration.

Deleting Inspections

  1. Click the delete icon.

  2. Confirm in the dialog.

  3. Note: Check for usage first.

Inspection Editor

Category Management

  • Drag to reorder categories.

  • Expand/collapse for focus.

  • Bulk edit items.

  • Delete unused categories.

Item Configuration

  • Set measurement units.

  • Define acceptable ranges.

  • Add help text for technicians.

  • Configure customer visibility.

Best Practices & Suggestions

Inspection Template Design

  • Comprehensive Coverage: Include all critical systems.

  • Logical Flow: Order matches inspection route.

  • Clear Criteria: Define specific pass/fail conditions.

  • Customer Focus: Include items customers understand.

  • Technician Friendly: Add guidance and tips.

Category Organization

Standard Category Suggestions

  • Under Hood

  • Undercarriage

  • Brakes

  • Suspension

  • Tires & Wheels

  • Exterior Lights

  • Interior Controls

  • Fluid Levels

  • Battery & Electrical

  • Exhaust System

Visual Inspections

  • "Good", "Fair", "Poor" ratings.

  • Photo documentation encouraged.

  • Clear failure indicators.

Measurements

  • Specify units (mm, inches, PSI).

  • Set minimum/maximum thresholds.

  • Include factory specifications.

Functional Tests

  • Pass/Fail only.

  • Step-by-step procedures.

  • Safety considerations.

Quality Assurance

  • Standardization: Use consistent terminology.

  • Training Materials: Document inspection procedures.

  • Compliance: Include regulatory requirements.

Common Inspection Types

Multi-Point Inspection

  • 25-50 inspection points.

  • General vehicle health.

  • Customer education tool.

  • Upsell opportunities.

Pre-Purchase Inspection

  • Comprehensive evaluation.

  • Detailed measurements.

  • Photo documentation.

  • Written report generation.

State Safety Inspection

  • Regulatory compliance.

  • Pass/fail only items.

  • Official forms integration.

  • Renewal tracking.

Related Settings

  • Company Settings - Configure business information.

  • Custom Services - Manage service offerings.

  • Repair Order Settings - Set workflow permissions.