Performing an Inspection (Repair Order)
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Performing an Inspection (Repair Order) to document the condition of a customer's vehicle. Draw, take pictures, make notes, and obtain customer authorization during the inspection.
Service > Advisor > Repair Orders
Inside the Primary Grid:
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Filter/Sort the primary grid to locate the Repair Order.
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Select the Repair Order by clicking on the corresponding line.
Within the Repair Order screen:
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Select the [Inspection] button at the bottom of the screen to open the Inspection window.
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Select the [Mark] button at the top of the screen to notate any prior damage or [Add Notes] as needed.
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Click the [Right Rear] button to change the image on the screen to the rear section of the vehicle as needed.
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Select the [Shoot] button to capture photos of the vehicle.
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Click on the "Tap Car to take a picture" to preview.
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Select the circle button on the far right to capture an image.
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Click the [USE] button to save the image. Click the [Retake] button to discard the image.
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Clicking on the [View] button will open the associated picture.
5. If any additional notes are required, select the [Notes] button at the bottom right of the screen.
6. When the inspection is complete, select the [Mileage] button.
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Input the vehicle’s mileage and select [Set].
7. Select the [Customer Authorization] button.
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Capture the customer’s signature and select [Authorize].
8. Click the [Save Inspection] button in the lower-left hand corner.
9. Select the [Return to Repair Order] button in the upper right-hand corner of the screen.
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The Vehicle Mileage In will ONLY update when the Inspection has been Authorized. If the Inspection is not authorized and [Return to Repair Order] is selected, the Mileage In will not update.