Simple Inspection Template
Navigation:
Side Panel → Lists → Inspection Templates → Create New Template → Simple Template
A Simple Inspection Template allows shops to create structured digital inspection checklists for technicians. Using groups and tasks, shops can organize inspection points into clear sections such as brakes, tires, engine, or fluids.
Click Create New Template in the top-right corner.
You will see two template options:
Simple Template
Advanced Template
Select the Simple Template to open the basic template configuration screen.
The Simple Template editor allows you to create inspection structures using groups and tasks.
The template editor includes:
Template Name
Groups
Tasks
Adding Groups and Tasks
Enter template name, group title, and define tasks. Click on the Plus icon to add more tasks to the same group.
To create a new group, click New Group, and repeat the process.
Groups help organize inspection tasks into logical sections for technicians.
Enter details and click on Save.
Groups and tasks can be reordered using the drag handles (six dots) beside each group.
Editing Existing Templates
The Edit Existing Template dropdown when creating a template allows you to quickly load an existing inspection template.
Select a template from the dropdown to modify its groups or tasks.
This allows shops to reuse templates and update them without creating new ones.
After configuring the inspection structure, click Save. The template becomes available when creating inspections inside Repair Orders.
FAQs
What is the purpose of groups in a Simple Inspection Template?
Groups organize inspection tasks into logical sections such as Engine, Brakes, Tires, or Fluids. This structure makes it easier for technicians to complete inspections systematically during a Repair Order.
How do I add multiple tasks within the same group?
Inside the template editor, click the Plus icon next to the task field to add additional tasks under the same group. This allows technicians to check multiple inspection points within a single category.
Can I create multiple inspection groups in one template?
Yes. Click New Group in the template editor to add additional sections. Each group can contain multiple tasks depending on the inspection requirements.
Can I modify an existing template while creating a new one?
Yes. Use the Edit Existing Template dropdown when creating a template to load an existing structure. You can then modify groups or tasks before saving.
When does a newly created inspection template become available for use?
Once the template structure is configured and Save is clicked, it becomes available to select when creating Digital Vehicle Inspections within Repair Orders.
Groups organize inspection tasks into logical sections such as Engine, Brakes, Tires, or Fluids. This structure makes it easier for technicians to complete inspections systematically during a Repair Order.
Inside the template editor, click the Plus icon next to the task field to add additional tasks under the same group. This allows technicians to check multiple inspection points within a single category.
Yes. Click New Group in the template editor to add additional sections. Each group can contain multiple tasks depending on the inspection requirements.
Yes. Use the Edit Existing Template dropdown when creating a template to load an existing structure. You can then modify groups or tasks before saving.
Once the template structure is configured and Save is clicked, it becomes available to select when creating Digital Vehicle Inspections within Repair Orders.
Related Articles
Advanced Inspection Template
Navigation: Side Panel → Lists → Inspection Templates → Create New Template → Advanced Template The Advanced Template provides a fully configurable inspection system designed to improve inspection accuracy, technician accountability, and estimate ...Inspection Templates
Navigation: Side Panel → Lists → Inspection Templates The Simple Template allows shops to quickly create digital vehicle inspection templates using a basic group-and-task structure. This template type is ideal for shops already familiar with a ...Creating Inspection Tasks in an Advanced Template
Navigation: Side Panel → Lists → Inspection Templates → Create New Template → Advanced Template → Add New Group → Create New Task Inspection tasks define the specific checks technicians perform within each inspection group. The Advanced Template ...Creating an Inspection Group in the Advanced Template
Navigation: Side Panel → Lists → Inspection Templates → Create New Template → Advanced Template → Add New Group The Advanced Template allows shops to build structured digital vehicle inspections using configurable groups and tasks. Groups represent ...Task Management Details in Advanced Template
Navigation: Side Panel → Lists → Inspection Templates → Create New Template → Advanced Template → Add New Group → Create New Task The Task Management Details section allows you to configure how inspection findings are structured and translated into ...