---
title: Adding and Building Inspections
description: Creating inspection templates can help streamline your service operations by providing a standardized checklist for your team to follow. Here's how to build and implement these templates effectively.
---

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# Adding and Building Inspections

## Creating inspection templates can help streamline your service operations by providing a standardized checklist for your team to follow. Here's how to build and implement these templates effectively.

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#### Creating a New Inspection Template

Follow these steps to set up a new inspection template:

- **Access Service Templates:** Click on the gear icon and select 'Service Templates' from your management system dashboard.
- **Begin a New Template:** Click on 'Create New Service Template' and make sure to mark it as an 'Inspection Type'.
- **Naming Your Inspection:** Give your template a descriptive name, such as 'Complete Brake Inspection'.

#### Configuring Your Inspection Template

Customize your template to fit the services you offer:

- **Pricing Details:** Decide if the inspection will be a charged service. If so, set a price and estimated duration, like $55 for one hour of inspection time.
- **Inspection Groups:** Create categories within your inspection, such as 'Calipers', 'Rotors', and 'Pads', for organized checklists.
- **Add Line Items:** Under each group, add specific checkpoints like 'Front Left', 'Front Right', 'Rear Left', and 'Rear Right'.

#### Creating an Inspection on a job

If you need to create a one-off inspection on a job, simply add a custom service and make sure the "inspection checklist" type is checked.

#### Utilizing Your Inspection Templates

Once your template is ready, here's how to use it:

- **Apply to Jobs:** When creating or editing a job, you can add your inspection template by searching for its name in the service area, like 'Complete Brake Inspection'.
- **Customize per Job:** Tailor the inspection for each job by adding or removing line items, inserting notes, or attaching images as necessary.
- **Save for Quick Access:** If you want the inspection template to appear on your sidebar for quick addition to jobs, mark it as a 'Recommended Template'.
- **Auto-Include in Jobs:** If this inspection should be part of every job, select 'Add to all jobs' to automate its inclusion.

#### Tips for Inspection Templates

- **Edit Freely:** Editing a template within a job won't overwrite the original template. You can adjust it for individual job needs.
- **Organize with Tags:** Use tags to make your inspection templates easily searchable within your system.
- **Adapt and Update:** As your services evolve, don't hesitate to update your inspection groups and line items to stay current.

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