Articles
3 Ways to Bill Inspections
1. Inspection Item Charges – For use when inspection charges should be a specific agreed to amount. Enter that amount and the invoice item that should be used on the inspection record itself. This will be added to the ticket as a billable Other it...
4 Ways to Advance the Next Inspection Date
The Next Inspection At field controls when the Next Inspection date field updates. But it does not control what that date will be updated to.
For example, for a monthly inspection due June 1st, the next inspection date will be July 1st. N...
How to Add Inspection Reports to an Inspection Record
To Add Inspection Templates navigate to the inspection record on the customer, and follow the steps below.
Open the Inspection record
Select the Reports tab
Click Manage…
Click New
Browse for your template document
Click...
What Inspection Reports Do and Do Not Do
What Inspection Reports do:
Allow you to save templates to inspection records
Automatically add those templates to tickets created for that inspection
Give technicians on the FSU the ability to see and download those templates so th...
Where do I Create Inspection Records?
Inspection cases are generated in the service module, but the records for these inspections are created on the customer's account.
To create an inspection record pull up the customer, expand on a site to see the Inspections option, right click ...