Frequently asked questions and support documentation for Workshop Software

How to Create Inspection

How to Create Inspection ?

How to Create Inspection ?
1. Click on the “Inspection” from the list of options on the left hand side of the screen in Inspection section.
Click on the Create New Inspection for New Inspection.

Inspection Tab

Create New inspection Button

Add Vehicle and Cutomer Tab

Fill all the required information to Add New Customer.
Select Company or Individual, enter company name, ABN, Email, Phone, Address auto fill and then Save.

Add New Customer Form

Fill all the required information to Add New Vehicle.
Select Customer, enter Registration no., VIN, Year, Select Make, Model and Body Type and then Save.

Add New Vehicle Form

If you have already added Customer and Vehicle, Select from dropdown list, Select already created Templates and fill the required information. You can fill Estimated hours and Estimated price for specific issue to fix.

Inspection Setting

After creating Inspection you will find the Inspection in List, you can manually Approve this Inspection, you can also send this Inspection to Customer and he can Approve it by one by one section and also he can Approve overall Inspection.
After Approval you can convert this Inspection to Job.

Inspection List