Inspections
Pro-Only
You can perform inspections on your fleet. Additionally, the mobile app includes an ‘Inspect’ button on each vehicle card in the fleet.
Only those assigned as a driver to the vehicle OR who have the new ‘Vehicle Inspector’ permission will see this button.
Completed inspections appear on the vehicle card and in the web portal for review and reference. Inspection forms are customizable on the ‘Inspections’ page in the ‘forms’ tab. Users can create, duplicate, and manage their forms.
A default (editable) Inspection form will be provided in each account and applied to all vehicles with the following inspection items:
Tires
Tire tread
Batteries
Steering and suspension
Lights
Windshield wipers
Fluid levels
Brakes
Exterior
Engine
Belts
Hoses
Exhaust System
Creating
Navigate to Inspections
Select the ‘Forms’ tab and then select Create New Form in the top right-hand corner
Enter a name for the Inspection
Select whether the inspection applies to a specific vehicle/vehicle or all vehicles.
Select whether updating odometer and engine hours is required
Note: For vehicles equipped with an XT25 device reporting true odometer and true engine hours (*diagnostic data is dependent upon YMM, not guaranteed), these values are automatically populated during inspection — drivers won't need to enter them manually.
Select whether or not pass/fail is required, notes are required, and photos are required for all items on the form.
Begin entering items for your inspection forms along with instructions for each.
Ie. Item: Brake Pads Notes: Ensure brake pad thickness is within specUse the required field on each item to require different things (i.e., Pass/Fail, notes, photos)
Click Save once you have added the necessary items to finalize the inspection form
Editing/Deleting/Duplicating
To edit an inspection form that you have created, either click on the name of the inspection form or click the three dots on the right-hand side in the form's row and select Edit Form option.
If you click the three dots on the right-hand side in the form’s row, there is also an option to delete the form as well as duplicate it.
Performed Inspections
An assigned driver to a vehicle or those who have the ‘vehicle inspector’ permission enabled use the form(s) you created to perform inspections. Those completed inspections will populate as they are being completed as well as after they are completed in the Performed tab of the Inspections module.
See our article Performing Inspections for information on how to perform inspections on our mobile app.
Clicking on the start date/time of the inspection performed will show the details of the inspection.
You will see three sections: Summary, Actions, and Inspected Items.
The summary section will include:
Overall result of the inspection (Pass or Fail)
Vehicle
Inspection Form Name
Elapsed Time
Inspector
Location
Odometer at time of inspection
Engine hours at time of inspection
Any overall notes/photos
The actions section will include the ability to print, download, or email the performed inspection.
The inspected items section will show each inspected item from the inspection form along with:
Result(pass or fail)
Notes
Photos
From the inspected items, you can also click the wrench icon to create a maintenance task directly from the inspection form (i.e., the inspection form notes that tires are worn down and should be replaced soon; you can create a task to replace the tires in 500 miles, for example).
