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.
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.