3. Starting an inspection

Who this is for: technicians and service advisers.

Where to find it

Three ways in, all to the same New Inspection box:

• Service › Workshop › Inspections, then New Inspection.
• + (Create) at the top of the screen, then New Inspection.
• From a job: the ⋯ menu at the top of the job, then Digital inspection. On a phone it's in the job's ⋯ sheet.

Car already in on a job? Start from the job. That adds the inspection to the job the car is in for. Started anywhere else, it makes a second job unless you pick the job yourself.

Step by step: the New Inspection box

1. Template (the only field you must fill). Your default template is already chosen and marked "(default)". Pick another if this check needs it.
2. Job. Leave it on A new job for this inspection for a stand-alone check, such as a pre-purchase inspection booked on its own. Or pick the open job the vehicle is already in for (shown as its number and title). From a job, it's already chosen.
3. Customer. Type to search. Not there? Press Add new customer, fill in First name and Last name (email and phone are optional) and press Add Customer.
4. Company, if the car belongs to one.
5. Vehicle. The list shows only that customer's vehicles.
6. Technician. It's you by default (marked "(me)"). Pick whoever will do it, or leave it unassigned.
7. Trip Context and Usage Context, if they help: "Cape York July", "Daily driver, touring". Both print on the report, so the customer sees the check was done for their trip.
8. Press Create Inspection. The inspection opens, in Draft.

When you pick a job, its customer, company and vehicle fill in and the Customer, Company and Vehicle fields grey out: they come from the job. The note under Job reads "Added to this job, with its customer and vehicle."

Which job to choose

Only jobs that are still open are listed. A job that's Delivered, Closed or Cancelled can't take a new inspection.

What happens by itself

• A new job for this inspection makes a Draft job of type Inspection, named after the template, with the customer and vehicle. It shows on the Workshop board under Draft; book it in like any job (Workshop jobs course, lesson 2).
• An existing job gets the inspection. The job's Linked Records panel lists it, for example "INSP-0007 · not started" or "INSP-0007 · in progress" (just the number once it's completed). Click it to open it. On a phone or tablet, Linked Records is on the job's Details tab.
• The inspection's own page has a Workshop Job card with Open linked job →, so you can always get back to the job.
• The inspection gets the next number: INSP-0001, INSP-0002 and so on.

Where it ends

The inspection is made, in Draft, on the right job. Lesson 4: doing it.