Digital Inspections

Digital inspections are checklists your techs work through on a tablet or phone: pass, fail or advisory on each item. Anything that fails or needs attention can go straight onto the estimate, so a 26-point annual inspection turns into approved work instead of a clipboard in a drawer.

Set up your checklists

1. Open Settings → Templates & Specs → Inspection Templates.
2. Click ⚡ Load Starters to add ready-made checklists like the Annual Service Inspection (roof and seals, slides and awnings, LP system, safety devices, chassis and more).
3. Click ✏️ Edit on any template to change, add or remove items — or + New Template to build your own, like a PDI or pre-purchase inspection.

Run an inspection

1. On the repair order, scroll to Inspections and click + Start Inspection.
2. Pick the template.
3. Work through each item: PASS, FAIL, ADVS (advisory — not failed yet, but the customer should know) or N/A. Progress shows at the top.
4. Click Complete when you're done.

Turn findings into work

From the completed inspection on the RO, add the failed and advisory items to the repair order as concerns — usually as Recommendations — then price them and send the estimate.

Completed inspections appear in the customer's portal under Inspections.