Run a digital vehicle inspection

Start an inspection

Open Inspections and select New inspection. Choose the client and vehicle (you can also record who performed it, link a work order and add the mileage), then select Start inspection. Every plan starts from the standard checklist (tires, brakes, battery, lights, fluids, wipers, suspension, exhaust, belts and hoses, mirrors and glass); Pro and Complete can choose your own reusable templates instead, built under Templates.

Record what you find

For each item, set the condition and add a note.

1. Mark each item Good, Attention or Service required.
2. Add custom items for anything the checklist doesn't cover.
3. On Pro and Complete, select Add photo on the items that matter.
4. Select Create quote from findings to start a draft quote with a line for each item marked Attention or Service required. The lines have no prices yet, so add them in the quote editor before sending.

Share the report (Pro and Complete)

In the Customer report card, select Create shareable link and copy it. The mobile-friendly report opens without signing in, in the client's preferred language: findings come first with their notes and photos, followed by the full checklist. Select Stop sharing at any time and the old link stops working.