Service Inspections

Learn how to use the Inspection screen and perform vehicle inspections right from the Repair Order and Appointment screens. This functionality supports pre-checks, walkarounds, or preliminary tech inspections often performed at drop-off or during write-up. This enhances efficiency in evaluating vehicle conditions, guaranteeing that all essential checks are completed without leaving the main workflow.

 Table of Contents

• Launch Inspections from the Appointment
• Launch Inspections from the Repair Order
• Within the Inspection Interface

Launch an Inspection from a Service Appointment

This functionality initiates an inspection workflow directly from a Service Appointment, streamlining early-stage vehicle evaluation before an RO is created. Perfect for Fixed Ops teams that use inspections to guide the initial estimate or prioritize work based on vehicle condition and customer concerns.

This workflow allows dealerships to:

• Capture inspection data earlier in the service life cycle.
• Improve upsell opportunities before RO creation.
• Reduce handoff friction between advisors and techs.
• Log findings that influence right-up decisions.
  
  

Navigate to:  Any of the Service Appointments screens

1. Open an Appointment
   Select an existing appointment or create a new one, including vehicle and customer details.

2. Start the Inspection
   Click the [Inspection] button at the bottom of the screen.
   
   

   
   
   
   
3. A pop-up window opens with a replica of the vehicle pictured.
   
   
   
   
   
   
   
   

4. Complete the Inspection
   Just like using the inspection on the RO, Mileage must be entered before the customer can authorize the inspection.
   

5. Save the Inspection
   Once completed, save the inspection.
   
   

   The inspection saves to Attachments, linked to the Vehicle, and the Inspection button displays a green outline, indicating completion. 

6. Within the inspection, select the [Return to Appointment] button in the top right to return to the Appointment screen.
   

7. Transition to Repair Order (RO)
   When converting the appointment to a Repair Order, the inspection findings carry over. If the inspection was printed, it is also copied to the RO attachments.

Launch an Inspection from a Repair Order

This functionality allows service staff to initiate an inspection workflow directly from the Repair Orders (RO) screen — enabling real-time evaluations that align with active service work.

This integration empowers dealerships to:

• Launch inspections seamlessly within the RO workflow.
• Document vehicle condition during service—not just at check-in.
• Strengthen communication between advisors and technicians by capturing inspection results in context.
• Improve upsell opportunities and customer transparency by linking inspection findings to live ROs.

Navigate to: Service > Advisor > Repair Order

1. Open an RO
   Select an existing Repair Order or create a new one, including vehicle and customer details.
   
   
2. Start the Inspection
   Click the [Inspection] button at the bottom of the screen.
   
   
   
   
   
3. Complete the Inspection
   

   Mileage must be entered before the customer can authorize the inspection.

4. Save the Inspection
   Once completed, save the inspection.
   
   

   The inspection saves to Attachments, linked to the Vehicle, and the Inspection button displays a green outline, indicating completion in the RO. 

5. Return to the Repair Order by selecting [Return to Repair Order] at the top of the screen.
   
   
   
   
   

Within the Inspection Screen

The inspection screen is an adaptable feature that provides an array of options for tailoring vehicle inspections to meet specific needs. With its intuitive design, inspection allows easy navigation and data entry, enabling you to annotate, document, and capture essential details seamlessly.

1. After selecting the [Inspection] option within the Repair Order or Appointment screens, a pop-up window displays a digital representation of the vehicle.
   
   
2. You can toggle between different angles by selecting options such as Left Front and Right Rear.
   
   
   
3. Selecting [Mark] allows you to highlight specific areas of interest or concern directly on the vehicle image.
   
   
4. Add detailed notes to document observations, recommendations, or any relevant information to assist in the service process.
   
   
   
   
   
5. If using a tablet, choose [Shoot] to capture photos of the vehicle. These images automatically link to the associated Repair Order.
   
   
   
   
6.  Mileage must be entered before the customer can authorize the inspection.
   
   
   
   
7. Save the Inspection
   Once completed, save the inspection.
   
   
   
   
8. Return to the Repair Order by selecting [Return to Repair Order] at the top of the screen.