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Digital vehicle inspections with pass, attention and fail

Technicians go through a checklist on the phone or web, marking each item pass, attention or fail, with measurements and photos. Items that need work become recommended work in one click. The customer sees the lights, notes and photos on their job page.

PlansFrom Growth

The problem it solves

  • Inspections are a tick sheet nobody reads, and the customer never sees what was found.
  • Tyre tread and brake pads are "OK" or "not OK" depending on who looked.
  • Work found in the inspection is not quoted, so it is neither done nor sold.
  • The customer does not believe the brakes are worn without a photo.

How it works

  1. 01

    Open a checked-in job card and click Inspect. The template that fits the vehicle and the services is picked, else the branch's default.

  2. 02

    The technician clicks Start, and the job card moves to Inspection. Each item gets a light, a measurement, a choice or a note, with photos and "What you saw, for the customer".

  3. 03

    A measurement sets its light from the limits, for example tyre tread under 3 mm is attention and under 1.6 mm is fail.

  4. 04

    Click Recommend Work to turn every attention or fail item with a product into work found, or recommend items one by one. They are approved like any work found.

  5. 05

    Write the summary and click Done. The inspection is locked, the customer gets Inspection Ready with the link, and Print makes the report.

Everything it does

Templates

  • Sections and items. Each item is Pass / Attention / Fail, Measurement, Choice (each answer with its light) or Note. A Measurement has a unit, attention and fail limits, and Lower Is Worse or Higher Is Worse
  • Per item: required, How to Check, Applies To (every vehicle, fuel engines only, electric only), the service or part to recommend and its quantity
  • Per template: branch, vehicle type (car or bike), vehicle categories, and services it is for
  • Picked by fit: a matching service first, then the category, then the vehicle type; else the branch's Default Inspection
  • Ready to use: "Standard multi-point inspection" with 26 items in six sections. They are Under the Bonnet; Tyres and Brakes; Lights, Wipers and Horn; Underbody and Steering; Inside the Vehicle; Remarks

An inspection

  • Status: To Do, In Progress, Done, Cancelled; technician, started, done and done by
  • Counts: Passed, Attention, Failed, Not Answered, Recommended; overall result
  • Each item: light (Pass, Attention, Fail or Not Applicable), measured value (a 0 counts as an answer), choice, notes, photos
  • Done needs every required item answered; the checklist cannot change once started
  • Locked when done; Reopen to change an answer; Cancel to drop it
  • An item declined on the last visit is marked "Declined Last Time"

For the customer

  • The finished inspection on the job page: green, amber and red lights, measurements, notes and photos
  • Recommended work in the estimate, to approve line by line
  • The printed inspection report with the lights and photos: built, and checked with you before go-live

Lists and reports

  • Garage > Workshop > Tasks and Inspections > Inspections with filters To Do, Done, Mine and Needs Work
  • Inspection Results report: fail %, attention % and attention-or-fail % per item

Who uses it

TechnicianStarts the inspection, answers the items with photos, recommends work and finishes it.
Service AdvisorStarts inspections, sends the work found to the customer, reopens or cancels an inspection.
Workshop ManagerSets up the templates and reads the Inspection Results report.
CustomerSees the lights and photos on the job page and approves the recommended work.

Where you use it

  • Web: Inspect on the job card; Garage > Workshop > Tasks and Inspections > Inspections and Inspection Templates; Garage > Reports > Jobs and Parts > Inspection Results
  • The SmartMy Garage app: the checklist by section with lights, limits, a camera per item, Recommend with a product picker and Done. Answers and photos kept on the phone without signal. Built and in testing, not in the app stores yet.
  • Customer page: the finished inspection on the job page

What you control

Settings

  • Default Inspection per branch: "Standard multi-point inspection" to start with (Garage > Configuration > General > Settings > Inspections)
  • Templates, sections and items: Garage > Workshop > Tasks and Inspections > Inspection Templates (workshop managers)

Messages and alerts

  • Inspection Ready: to the customer when an inspection is done, with the link to the job page, by WhatsApp, else SMS, else email, at once
  • Extra Work Found: when recommended work waits for the customer's approval

FAQ

Questions, answered.

Can we use our own checklist?

Yes. Copy the standard one or make your own templates with sections, items, limits and the work to recommend. Make different ones for bikes, electric vehicles or a pre-purchase check.

Does the customer see the photos?

Yes. The finished inspection is on their job page with its lights, measurements, notes and photos, for that job card only.

What happens to an item that fails?

Recommend it. It becomes work found on the estimate and follows the customer's standing approval, or waits for them to approve it.

Can an inspection be changed after it is done?

Only after Reopen. A finished inspection is locked until it is reopened.

Which plan has it?

Growth, Scale and Enterprise.

Related

Related features.

Want to see it on your own job cards? Book a demo and we walk you through it with your workshop's work.