Inspections are checklists for vehicle inspections that include statuses (Green, Yellow, Red) and notes/recommendations. Since inspections are both common and often standardized, saving inspections as templates is a big time-saver, allowing them to be quickly added to any estimate.
Why use inspections? You can use them as standard check-in/check-out inspections to make sure your customer's vehicle is documented from both entry and exit. In addition, you can send inspections to your customers, allowing them to review, comment on, and approve certain line items.
1. How to create an Inspection
To create an Inspection, click on the Inspections tab of an estimate, and then click the New Inspection button:
You can add a title to the inspection and build out as many line items as needed. You can name each item as desired, set the status color, attach videos, photos, and enter any notes/recommendations:
Each Inspection will have important dates that are reviewable. Inspection dates will be recorded when the Inspection is created and will let you know who made it. Dates will also be recorded when an Inspection takes place and will show who performed the inspection:
Marking status colors will quickly inform your shop and your customers of the state of the Inspection Item. Use the status color indicators to let the customer know if the Inspection Item is Checked and ok, May Need Attention, Needs Immediate Attention, or Not Inspected.
When a status color is Yellow or Red, an Authorize and Decline button will appear. With the ability to Authorize or Decline Inspection Items, your shop can accurately record that the customer is aware of important information related to their vehicle’s status:
Authorize and Decline buttons can be disabled in your Shopmonkey settings:
At any point in creating or editing the inspection, you can click to the left of the line item and drag and drop it to change the order of the inspection.
2. How to send an Inspection to your customer
Another feature of inspections is the ability to send them to your customers for approval. Click the Send Inspection button to open the Send Inspection menu:
Click on the Customer Inspection Preview text to preview what your customer will see when viewing the sent inspection. Click Send to send the inspection.
Your customer will then receive an email and/or a text where they can view the inspection to see your attached photos, see and send messages to your shop, see your notes/recommendations, and can authorize suggested services. Customers will see inspection items sorted by red, then yellow, then green. Any services they approve will then be shown as "Authorized" and any declined will show accordingly.
3. How to save an Inspection as an Inspection Template
To save the inspection as a template, click the ellipsis in the top right of the inspection then click Save as Template. It will then be readily available for future use:
4. How to manage your Inspection Templates
Go to Lists > Inspection Templates to manage any inspection templates you have created. This area allows you to search and view all of your saved inspections, as well as create, edit, and delete your inspections.
5. How to add an Inspection Template to an estimate
Once you have an Inspection Template saved, you can add it to an estimate from the estimate's Inspections tab. When you click the Add Inspection button, a list of your Inspection Templates will appear:
Click on the template you want to add to the estimate. You can also use the Search templates bar to find your desired template within the list. Clicking the Manage Inspections text will take you to the Inspections Template page.
We hope that helps explain how to create and manage your Inspection Templates.
Please contact us if you have any questions!