Workflow setup
Configuring inspection and estimate templates
Templates should make work more consistent while preserving professional judgment. Start with the smallest structure that supports evidence, recommendations and customer decisions.
01
Choose the inspection purpose
Separate a quick safety check, full vehicle inspection and fleet-specific compliance inspection. Each template should have a named audience and a clear completion expectation.
02
Define results and evidence
Use consistent pass, advise, fail and not-inspected meanings. Require measurements and photos only where they support a decision or protect the service record.
03
Connect findings to estimate work
Map common findings to standardized service recommendations, parts, labor and explanatory text. Advisors should review pricing and scope before the estimate reaches a customer.
04
Pilot with technicians and advisors
Time real completion, identify ambiguous items and review the customer-facing result. Version approved changes so the team knows which template governs new inspections.
Ready to move forward?
Need help with your configuration?
Existing customers should use in-product support for account-aware assistance. Evaluation teams can contact us to discuss requirements.