Creating Inspection Areas

Once you’ve added a new checklist to TireMaster, you can create inspection areas for it. Typically, an inspection area includes a description of what to check on a vehicle and a list of items that can be put on an estimate, appointment, or a work order when repairs are recommended.

You can also associate an inspection area with a postcard code for declined-services mailings and define whether services should automatically be recommended based on a vehicle’s beginning mileage.

Note: If you use the Epicor® (formerly Activant) Integrated Service Estimator™ set up only one generic inspection area with no items assigned to it or no inspection areas at all.

To create an inspection area

1. If the Service Checklists screen isn’t already open, select Vehicle Service Checklist from the Setup menu.

2. Select the checklist that you want to add inspection areas to, and click Edit. The Service Checklist Maintenance screen appears.

3. Click Add. The Add/Edit Inspection Area screen appears.

4. Type a name for the inspection area.

Examples: Brake Inspection, Under Vehicle Inspection, and Battery Inspection.

5. If services for the inspection area should be automatically recommended based on the vehicle’s beginning mileage, select the Mileage-Based Service check box and type the mileage at which to recommend services.

Note: Services are recommended when a vehicle’s beginning mileage falls within the range set with the system control Checklist - Mileage Threshold. For example, if the threshold is set to 1000 and the mileage for the inspection area is set to 30,000, services will be recommended when the beginning mileage falls between 29,000 and 31,000 miles.

6. To associate the inspection area with a postcard code for declined-services mailings, click . Then select a code from the Postcard Lookup screen. For more information, see Associating Inspection Areas with Postcards.

7. Type a description of what to check.

8. To create a list of items that can be put on estimates, work orders, or appointments when services for the inspection area are recommended, click Add Inventory and look up each item. For more information, see Looking Up Inventory Items.

Tip: To save time at point of sale, look up all of the items that can be used to service the inspection area. For example, if the inspection is for brakes, look up all brake pads, rotors, discs, drums, and brake labor items.

Note: If any add-ons are assigned to an item, they will be included on work orders and estimates automatically. Therefore, you only need to look up parent items.

9. To save the inspection area, click OK.

10. To move an inspection area closer to the top or bottom of the checklist, select the inspection area. Then click Move Up or Move Down.

11. When you’re done adding inspection areas to the checklist, click OK.

12. Close the Service Checklists screen.

Tip: For a detailed list of the settings for each of your service checklists, print the Service Checklist Setup Report. For more information, see Service Checklist Setup Report.