Creating and Editing DVI (Digital Vehicle Inspections)

What is an Inspection Template?

• Sections and items (anything from tires to fluids to lights)

• Detailed criteria for what to check

• Ratings (for example: OK, Monitor, Needs Attention)

• Technician notes

• Photos to document findings

• Check-in inspection

• Post-service inspection

Create a new Inspection Template

1. Open Inspection Templates in Bay Boss from the Templates menu item.

2. Select New template.

3. Name the template so it is easy to find later (for example: Check-in Inspection).

4. Add sections to organize the inspection (for example: Exterior, Brakes, Fluids).

5. Add inspection items inside each section.
• Include clear criteria so technicians know exactly what “OK” vs “Needs Attention” looks like.
• Choose the rating options you want available.
• Enable notes and photos where documentation is helpful.

6. Save the template.

Edit an existing template

1. Open Inspection Templates.

2. Select the template you want to change and click on the Edit icon.

3. Update any of the following:
• Template name
• Sections and inspection items
• Item criteria
• Rating options
• Whether notes or photos are allowed

4. Save your changes.

Use a template on a Work Order

1. Open the work order.

2. Click on the Inspections tab at the top of the page.

3. Start the inspection and select the appropriate template. Click “Add Inspection” and your inspection will appear in the “Current inspections for this Work Order” section above.

4. To view or fill out the inspection, click on it.

5. Complete ratings, notes, and photos as you go.

6. Share results:
• Internally with your team
• Externally with customers (when appropriate)