Task Behavior Toggles in Advanced Template
Navigation:
Side Panel → Lists → Inspection Templates → Create New Template → Advanced Template → Add New Group → Create New Task
Task behavior toggles control how individual inspection tasks function during a Digital Vehicle Inspection inside a Repair Order. These settings allow shops to define how technicians interact with a task, including measurement-only inputs, mandatory completion requirements, automated job mapping, and media documentation prompts.
Task Details and Configuration
This section contains settings that determine how task results are recorded and connected to service recommendations during the inspection process.
Measurement Only
When enabled, the task will only have measurement-related fields, without the standard Red, Orange, or Green status indicators in the Repair Order. Requires numeric or predefined value entry via the Measurements tab under Task Management Details.
Map Jobs to Corrections (Recommendations)
Turning on this toggle will allow you to map the Jobs to an individual Correction (Recommendation), or else Jobs will be mapped to the Task. Configured in the Correction (Recommendations) tab under Task Management Details.
Automatically Add Canned Jobs in Estimate
Turning on this toggle will add all the mapped canned jobs in the Estimate, either mapped to a group or a task, when the condition in inspection is marked Red or Orange. Configured in the Mapped Canned Jobs tab under Task Management Details.
Additional Task Configuration Toggles
Mark Task as Mandatory
When enabled, the task becomes mandatory, meaning the inspection cannot be submitted in the repair order without marking the task's status.
Prompt Technician for Media
Prompt technician to take Image/Video/Document/Voice. When any sub-toggle is enabled, an alert prompts the technician to add the corresponding media for the task when creating an inspection.
Image
Video
Document
Voice note
FAQs
What happens when the Measurement Only option is enabled for a task?
When Measurement Only is enabled, technicians enter numeric or predefined values instead of selecting condition ratings. This is commonly used for inspections that require measurable data, such as tread depth, brake thickness, or battery voltage.
When should I use the “Map Jobs to Corrections” toggle?
This toggle should be used when each correction needs to trigger a specific service recommendation. Mapping jobs to corrections allows inspection findings to translate directly into predefined repair jobs within the estimate.
How does the “Automatically Add Canned Jobs in Estimate” option work?
When enabled, canned jobs linked to a task or group are automatically added to the estimate when a task is marked with a Red or Orange condition during the inspection. This reduces manual estimate entry for service advisors.
What is the purpose of marking a task as mandatory?
A mandatory task ensures that technicians cannot complete or submit the inspection until the task status has been selected. This helps prevent critical inspection checks from being skipped.
Why should technicians attach media during inspection tasks?
Media attachments such as images, videos, documents, or voice notes provide visual proof of vehicle conditions. This documentation improves transparency, helps service advisors explain issues to customers, and supports more confident repair approvals.
When Measurement Only is enabled, technicians enter numeric or predefined values instead of selecting condition ratings. This is commonly used for inspections that require measurable data, such as tread depth, brake thickness, or battery voltage.
This toggle should be used when each correction needs to trigger a specific service recommendation. Mapping jobs to corrections allows inspection findings to translate directly into predefined repair jobs within the estimate.
When enabled, canned jobs linked to a task or group are automatically added to the estimate when a task is marked with a Red or Orange condition during the inspection. This reduces manual estimate entry for service advisors.
A mandatory task ensures that technicians cannot complete or submit the inspection until the task status has been selected. This helps prevent critical inspection checks from being skipped.
Media attachments such as images, videos, documents, or voice notes provide visual proof of vehicle conditions. This documentation improves transparency, helps service advisors explain issues to customers, and supports more confident repair approvals.
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