Guides / Service

Inspection reports, step by step

The inspection report is written on the case, at the Inspection stage. Record the findings, the recommendations and a cost estimate, add photos, then send it to the customer.

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Write and send an inspection report

When the technician has looked at the equipment.

1

Open the case at the Inspection stage

On the case page, the stage bar shows Inspection as the current stage. The Inspection report card is below the bar.

The stage bar of a case, currently at Inspection, marked 1
2

Click Edit

On a report that is already saved as Draft saved, Edit opens the form. A new report opens the form straight away.

The Inspection report card, Draft saved, with Edit marked 2
3

Write the Findings

What the technician found. This box is required.

The Findings box marked 3
4

Write the Recommendations

The repair actions you recommend. This box is required.

The Recommendations box marked 4
5

Enter the Estimated cost

The field is named Estimated cost (₹, optional). Leave it empty if you do not have a figure.

The Estimated cost field marked 5
6

Add the Inspection photos

Click Add more photos (Add photos on a new report). On a phone, choose Camera to shoot or Photos to pick from the gallery. Each photo can be up to 10 MB.

The Add more photos button under the existing photo, marked 6
7

Click Save draft

Keeps the report as Draft saved. The customer sees nothing yet.

The Save draft button marked 7
8

Click Send report to customer →

Under the button, a note says it marks the report as sent and that no email is delivered yet.

The Send report to customer button marked 8
9

Or click Skip report — Create Quotation

Use it when you do not need a report and want to go straight to a quotation.

The Skip report — Create Quotation button marked 9

The report has no checklist: it is free text for findings and recommendations, one cost figure and photos. For the rest of the case, see Cases.

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