Performing an Inspection

With digital vehicle inspections, you can write a story using pictures and explanations on what vehicle issues were found for your customers. But why not take your digital vehicle inspections (DVI) a step further. Below, we’ve outlined some ways you can advance your DVI setup and usage.

1. Linking Canned Jobs - Your service advisors will be much more efficient when estimating repairs and/or services if canned jobs were linked to DVI recommended services. In Tekmetric, if the technician recommends a transmission exchange based on the inspection, then you can setup your DVI to auto populate the service recommendation onto the repair order. This will save your advisor time in building the job from scratch, and just tailor the populated service to fit the vehicle in question.
2. Send Videos - Another way to advance your digital vehicle inspections, is to get your technicians to record videos. Before, we stated that a picture was worth a thousand words, but how about videos? When you tell the customer the ball joint is “loose”, it is not the same as showing them that video of the ball joint acting up. It is a whole different message to the customer to understand what you mean. 
3. Attach Diagnostic Results - The value of diagnosis is not always understood by customers. Some believe they can get a scan readout at the parts store and that's that. What if you attached scan tool data pictures to the DVIs? The data in mode six, module information, faults and more, your customers will probably not understand what it all means, but you are showing them the value of the diagnostic charge, which will remain in the DVI history for future reference if needed.  

Perform an Inspection

1. Create a Repair Order

2. Once RO is created, select the second tab, "INSPECTIONS."

3. Click the blue "ADD NEW INSPECTION" button and select which inspection(s) you'd like to add to this RO. The tasks for the selected inspections will appear.

4. Select "ASSIGN TECH" to assign an employee to the inspection. PLEASE NOTE: You must assign a tech on the grey RO side bar in order for the RO to populate on the tech's job board. 

5. To begin the inspection, select the edit icon (looks like a pencil) on the top right of the inspection checklist or select the edit icon icon next to any of the line items.

In the edit version, you can select one of four ratings for each line item: 

 Check & Okay

 May Require Attention Soon - Selecting this option will prompt the inspector to report this line item once inspection is saved. 

 Requires Immediate Attention - Selecting this option will prompt the inspector to report this line item once inspection is saved. 

 Not Applicable

PRO TIP: When in edit mode, you can click the "RATE ALL TASKS" button in the top left of the inspection table to auto-fill any blank inspection lines with one of the four options. 

NOTE: If you do not select one of these four options for a line item, it will appear to the customer as "Incomplete" in the Vehicle Health Report (if shared). We recommend using the "Not Applicable" option as positive confirmation to the customer that inspection was fully completed. The blue progress bar at the bottom of the inspection screen will display the completion percentage from 0% to 100% after you save the progress on inspection line items. 

6. Add findings for inspection task line items (if applicable) 

• Pre-set Drop-Down - If there are findings pre-loaded in the inspections configuration, then you can click the drop down icon for the row and choose the pre-set finding option.
• Custom Finding - Regardless of if pre-set findings are configured for the inspection, you can manually type a custom finding for each line item if necessary. 

7. Add photos, videos, or PDFs (if applicable) 

• Click the camera icon, video icon, or PDF icon next to the row you want to add a photo/video for.
  • Desktop computer - it will pull up your file browser to select a photo/video from
  • Phone or tablet - it will pull up your camera or allow you to select a photo/video on the device
  • For PDFs, it will pull up your file browser to select the PDF you wish to attach. You can attach as many PDFs as you would like per finding.
• Edit Photo - You can draw on the photo by hovering over it and clicking the three action dots and selecting "Edit". Choose a color from the top of the screen and use your finger or the mouse to draw on the photo. 
• Videos cannot be edited at this time. 
• Click "Save" in the top right corner of the drawing screen. 

8. Add links to your inspections that are relevant to your inspection task.

• You can copy and paste a link to a website inside the findings box of your inspection.
• This link will appear on the findings of the inspection when sent to the customer.
• This link will also appear under technician concerns for any findings that are marked yellow or red under the estimate tab of the repair order.

9. Once you are done with the inspection, click the blue "Save" button.

• Items marked as red or yellow will automatically appear in the top table under "Technician Concerns" table at the top of the inspection tab.
• This table appears at the top of the Inspection tab and the Estimate tab. It is a tool to help the service writer see the customer concerns along with any concerns or recommended jobs the technician has. 

Share Inspection with Customer

Click the share icon (looks like a computer screen with an arrow in it) on the top right corner of the Repair Order, choose "Share Inspection" and enter the email or phone number you want to send it to.

NOTE: You can send the inspection to multiple different numbers if needed. 

Print Inspection

You can print the inspection either with or without photos (videos are not printable). Click the printer icon in the top right of the inspection and choose which option you'd like. 

PRO TIP: The Vehicle Health Report is automatically sent to the customer in a second tab when you send Estimates to customers. So if you're planning on sending the customer the estimate, it is easier to send both in one click rather than sending the inspection separate and again with the estimate. 

To watch a video on how to perform an inspection, visit Performing Inspections Video.