TL;DR
- Run standalone inspections from Operations → Inspections.
- Manage booking handoffs separately from Operations → Handoffs & Returns.
- Record condition notes so the team can follow up.
- Review inspection history from the vehicle record.
- Export completed results as a printable evidence PDF from the inspection page.
Steps
Open Operations → Inspections
Go to Operations → Inspections to view standalone upcoming and completed inspections.
Start an inspection
Select a vehicle and start the inspection flow you need.
<Step id="step-open-handoffs" label="Use Operations → Handoffs & Returns when the inspection belongs to a booking" > Open Operations → Handoffs & Returns for pickup and return records tied to bookings so the team can manage readiness separately. Those flows close with a dedicated handoff completion step instead of forcing an inspection result. </Step>
Capture photos and notes
Record condition notes, add photos if needed, and flag any issues that need follow-up.
Review the inspection history
Open the inspection record or vehicle detail to confirm the results are saved.
<Step id="step-export-evidence" label="Export a printable evidence PDF when the inspection is complete" > Once the inspection reaches Completed or Failed, use Download evidence PDF from the inspection header to export a fixed evidence report with the captured steps, notes, acceptance signatures, damage map, and media. </Step>
Validate your work
- The inspection appears in the list with the correct status.
- Notes and photos are saved on the inspection record.
- The vehicle record shows the inspection entry.
- Completed inspections can be exported as an evidence PDF.