This guide provides step-by-step instructions on how to use the Mobile Inspections Tool within the Workshop Software mobile app.Note: the Inspections feature is available to all customers with Gold subscription, although Workshop Software offers a free mobile app for all users to download and use, with no additional fees. If you wish to upgrade your account for more advanced features, you can do so via your dashboard or by contacting your Account Manager for more details.The mobile app is designed for ease of use. It allows you to attach photos to jobs, enhancing customer service, and record-keeping. Additionally, mechanics can clock in and out of jobs, making it simple to track time spent on each job. But before using the Inspections module, please ensure that you have created an Inspection Template in your system.Navigating the Mobile Inspections ModuleUpon opening the Workshop Software mobile app, you will be directed to the Job Centre, displaying a list of all open jobs. At the bottom of the screen, you will find the following navigation options:
Home (JobCentre)
History
Inspections
More
Starting a New Inspection
Accessing Inspections
Tap on the Inspections icon in the bottom navigation bar. This screen will show all inspections currently in progress.
Creating a New Inspection
To start a new inspection, tap the plus (+) icon located in the top right-hand corner. You will be presented with a list of
Inspection Templates.
Scroll through the list to find the relevant template, then tap to confirm your selection.
Selecting a Customer
After selecting a template, choose a customer from the list of those already entered in your system. Note: You cannot add a new customer via the Inspections module at this time.
Inspections are typically conducted after a vehicle has already been checked in.
Selecting a Vehicle
Once a customer is selected, choose the vehicle from the list of vehicles associated with that customer and tap Confirm to proceed.
Inspection Sections Overview
The inspection is divided into several key sections, displayed at the top of the screen:
1. Inspection
This section shows all relevant inspection details. After starting your inspection, it must be saved before you can Go to Form. You can edit any field by tapping on it. Once saved, an edit button will appear in the top right corner to allow further changes. Be sure to click “Save” at the bottom to confirm updates. If changes are made, you will be prompted to save before leaving the page.
2. Customer
This section displays the customer’s details, such as name, contact information, and address. These are Action buttons including your phone’s navigation app for directions (Address) and for communication, allowing you to directly call or send an SMS to the customer, if a mobile number is listed. Note: Customer information cannot be edited in this section via the mobile app.
3. Vehicle
This section displays details about the customer’s vehicle and a Vehicle History button at the bottom allows you to view all invoices and service records related to the vehicle.
4. Attachments
You can add photos or videos during the inspection by tapping Add Photo/Video. Please note that video storage minutes can be purchased in your account settings under Video Settings.
