Inspections are custom forms (questionnaires) that your company has created. This feature is available depending on your company settings. Also depending upon your company settings, inspections can be performed for service appointments, job appointments, customers, locations, equipment, and additional work. Your company may require you to complete an inspection before you can complete the appointment.
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To complete an inspection:
Access the inspections from the Home navigation by selecting Inspections or from the Appointment Completion form by selecting the Inspections tab.
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To complete an inspection:
Access the inspections from the Home navigation by selecting Inspections or from the Appointment Completion form by selecting the Inspections tab.
- Select the inspection record. You can access in progress or completed inspections by selecting the View drop-down at the top and then selecting In progress or completed. This displays all your inspections for the current and previous week. To view the list of inspection templates:
- From the Home > Inspections navigation, select the View drop-down and then select Templates.
- From an Entity form, select the New icon in the top right corner.
On the Inspection form, complete the fields.
- If you need to save the inspection before it is completed, select the Save icon. You can access this report from the In progress or completed list.
- If any questions are required, you will need to enter that information prior to completing the inspection.
- Select the menu icon to:
- Complete with a Report: Changes cannot be made to a completed inspection.
- Cancel the Inspection: Canceling the inspection clears the form and closes it.
- Continue Editing: Return to the inspection to continue editing.
- After you complete the inspection, the report displays on your device screen.
- Select the menu icon to open the Action menu. The Actions that display are dependent upon your device. Some of the possible options are Open, Copy, Print, Email, Export, Save, and Cancel.
- Select the Back< icon to Save and Close, Discard Changes, or Continue editing for the displayed report.
- If the inspection has a regarding entity (appointment, customer, equipment, location, or service call), it will display on the entity form’s Report tab (the only exception is that service appointment reports display on the Service Call’s Report tab). Otherwise, the inspection report is viewable from the reports list. (Inspection > Completed View > Click Report command button on the toolbar.)
- Once the appointment the inspection report is associated with is completed, the report is accessible in Signature.
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