Recording Vehicle Inspection Results

When a vehicle inspection is finished, you can record the results of the inspection on the checklist (bottom) panel on the Quote and Estimate Writer. This information can be used to write an estimate for any recommended services or repairs.

To record the results of vehicle inspections

1. Press F12 to open the Quote and Estimate Writer.

Note: You can also open the Quote and Estimate Writer at point of sale by clicking Chk on the Invoice Entry screen or by clicking Checklist on the Vehicle tab of the Customer Maintenance screen.

2. If the customer and vehicle information isn’t already on the checklist, add it using one of the following methods:

Click Customer. Then look up the customer and select the vehicle when prompted. For more information, see Looking Up a Customer.
Type the customer’s name and the vehicle’s year, make, and model.

Tip: The results of vehicle inspections can be saved at any time by clicking Save.

3. Type the phone number at which the customer can be reached, or click Contact and select a phone number from the list.

4. If you need to change the customer’s tax level, click Tax Level and select a different tax level.

5. To enlarge the checklist panel, click until it reaches the size you want. This button is located on the right side of the screen between the quote and checklist panels.

6. If you haven’t already activated the checklist panel, click it. The checklist panel is active when it’s surrounded by a black box.

7. If you want to record the inspection results on a different checklist, click Checklist. When TireMaster prompts you to save your changes, click No and select the checklist you want to use.

8. Set the status for each inspection area and add any related notes. If you didn’t check an inspection area, leave its status blank.

a. Click the Status/Qty field for an inspection area. Then press repeatedly until the applicable status is listed. You can set the status to one of the following:

The inspection area is OK.
It’s suggested the inspection area be repaired soon.
It’s recommended that repairs be performed immediately.

b. Assign a different salesperson, mechanic, or change the date if needed. To change the salesperson or mechanic, type the employee’s user ID or press and make a selection from the list. For dates, choose a different date from the calendar.

c. Select the Notes/Product Code field for an inspection area, and press to open the Notes screen. Then type your notes for the inspection area, and click OK.

9. Define which parts and labor are needed to complete recommended services or repairs. These items can be included on an estimate for the customer:

See if any items have already been associated with an inspection area by clicking in the inspection area’s heading (blue) row.

Tip: To automatically include all of the items on an estimate, select the Incl check box in the heading (blue) row for the inspection area. You can then clear the check boxes for the items you don’t need.

Remove items from the inspection area, as needed, by clearing the check boxes in the Incl column for those items.

Note: If the check box for a parent item is cleared, the check boxes for its add-on items are cleared as well.

Add items to an inspection area if needed. To add an item, select a row for the inspection area. Then click Inventory and look up the item that you want to add. For more information, see Looking Up Inventory Items.
Change the quantities, descriptions, prices, and federal excise tax for items as needed.
Change whether sales tax is calculated for an item’s part price, labor price, both, or none as needed. Click in the Tax column for that item and repeatedly press to choose both, none, parts, or labor.

10. Save your changes and close the Quote and Estimate Writer.