Inspections play a crucial role in identifying all necessary components of a vehicle to ensure it is prepared for the front line. Our platform offers you the flexibility to customize and adjust inspections according to your dealership's specific requirements and standards.
Create an Inspection
To create a new inspection go to Settings > Inspections > Templates then select ADD (top right corner).
Then select from the pop-up Custom if you want to start from scratch or start out with one of our Global Templates and edit it as you see needed (we recommend Starting with "Carketa Default Inspection").
Once your workflow is created click on it and you can start editing as needed.
Task Require Approval
This will make it so all tasks created through this inspection will require approval.
Use In Condition report
This will make the template part of the Sales Packet and will be visible to customers.
Main Template
By selecting this option this template will appear as the first one when adding a new template to a vehicle and will be the one used for analytics.
Publish to Carfax
This will publish the inspection to Carfax. Sales Packet is required to work.
Auto Apply On Vehicle Creation
By selecting this option, this template will be added to all vehicles in your inventory. It will not remove any other inspections that were added to the vehicle before this.
Publish to AutoCheck
This will publish the inspection to Autocheck. Sales Packet is required to work.
SYNC TEMPLATE
This will sync the template with all active inspections.
ADD CATEGORY
This will add a new category to the inspection and will appear at the very end.
Edit the template
On the Category and items, you can select the three dots on the right side, this will give you the editing menu where you can move the item up or down, add a new item under a category, edit the text, and delete.
