Adding Inspections

Overview

Pre & Post-Service Inspections help technicians capture the information needed on-site to complete the job and prepare accurate invoices.

See this article for a complete overview of Pre & Post-Service Inspections.

Adding Pre & Post-Service Inspections

1. Go to Inspections from the menu.

• Add, edit, or manage Inspection Lists and Questions using the available tabs.

2. To add a question:

• Select the Inspection Questions tab.
• Click the blue Action button in the bottom-right corner.
• Select Create Question.
  

Adding Questions to Services or Inspections

1. Go to the Inspection Lists or Services tab.

• Select the specific Inspection List or Service.
• Click Add Question.
  

2. Create and customize questions for the selected Inspection List or Service.

• Inspection Lists added to a work order will automatically appear in the Pre-Service tab when creating a new work order.
  

Additional Info

For Service questions to appear as a Post-Service Inspection on a work order, the Service (i.e.: LED Retrofit) must first be added to the work order by an office user, admin, or technician.

Inspection Types:

• Pre-Service Inspection: Created in Inspections.
• Post-Service Inspection: Created by adding questions to a Service.