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✅ SmartCheck Pro: Completing a Custom Checksheet Inspection

Start, complete, print and email an inspection using one of your own custom checksheets in SmartCheck Pro

🧪 Beta Release: This change is currently in beta testing and is only available to select customers included in the beta. It will proceed to full release pending beta feedback.

Once a custom checksheet is published, your inspectors can use it on any vehicle, the same way they complete a WOF inspection. When it's done, you can print the checksheet or email it to the customer.

To build or change a checksheet, see SmartCheck Pro: Creating Custom Checksheets.


🧩 Before you start

  • Published checksheet: the checksheet must be published. Draft and unpublished checksheets can't be chosen.

  • Inspector role: only staff with the Inspector role can start the checksheet and complete the inspection. Operators can enter the customer and vehicle details and save the inspection as a draft for an inspector to pick up.


➕ Start a custom checksheet inspection

  • Go to Inspections and click + New Inspection.

  • Enter the customer's details (Contact Name is required) and click Next.

  • Enter the vehicle's details and click Next.

  • Under Custom Inspections, select the checksheet you want to use. Your WOF checksheets are listed separately, under VIC Inspections.

  • Click Start, or Save as Draft to come back to it later.

The inspection is numbered with the checksheet's prefix, for example Checksheet PPI00001.


🚗 Confirm the vehicle details

Every custom checksheet starts with the Vehicle Details section. Check the details and fill in any that are missing:

  • Current WOF Expiry, or select First WOF if the vehicle doesn't have one yet

  • VIN No. or Chassis No. (one of these is needed)

  • Odometer

  • Fuel Type

  • Year, Make and Model under Additional Vehicle Details

Click Next Section to move on to the checks.


☑️ Complete the checks

Mark each check with one of the four icons: N/A, Fail (cross), Warning (triangle) or Pass (tick).

  • Fail: a Reason box appears and must be filled in. Pick one or more reasons from the list, or type your own. You can also choose where the fault is from Dimensions (for example Left, Front or Rear).

  • Warning: a Comment box appears and must be filled in, in the same way.

  • Pass or N/A: no reason is needed.

Measurements

Some checks ask for measurements, such as a tread depth or a voltage. Fill them in once you've marked the check. They aren't needed if the check is N/A.

  • Where a check offers a choice of measurement types, select the one that applies, then fill in its fields.

  • If a number is outside the range set on the checksheet, it changes to the lowest or highest allowed value when you leave the field.

Moving through the checksheet

  • Pass All (or Pass Remaining once you've marked some checks) marks the rest of the section as Pass.

  • Next Section moves to the next section. On the last section it changes to Review.

  • Back to Summary returns to the summary, where you can open any section.

  • Save & Exit saves your progress so you can finish later. The inspection shows as In Progress in the Inspections list.


🏁 Review and complete

The summary shows how many sections are complete, the number of N/A, Fail, Warning and Pass checks, and any reasons and comments entered.

  • Check every section is complete. Complete stays unavailable until every check has a status, every Fail or Warning has a reason or comment, and all measurements are filled in.

  • Click Complete.

  • Click Complete again to confirm. Completed inspections can't be edited.

The completed inspection shows a table of results for each section, with the result, measurements and reasons or comments for every check.

In the Inspections list, it shows as Completed. The Result column shows a tick if no checks failed, or a cross if any check failed. Warnings and N/A checks don't make it a fail.


🖨️ Print or email the checksheet

  • On the completed inspection, click Print / Email at the bottom right.

  • Choose Print to open the checksheet ready to print, or Email to open the Send Email window.

  • To email it, check the recipient and message, make sure Include Checksheet is ticked, and click Send.

The checksheet is titled with your checksheet's name and inspection number. It shows your workshop, customer and vehicle details, then a table for each section with the result, measurements and reasons or comments for every check.

For more on printing and emailing, see SmartCheck Pro: Print & Email Results.


📌 Good to know

  • Custom checksheet inspections aren't submitted to NZTA, and no VIC lookup is needed.

  • Custom checksheet inspections can't be rechecked. If a vehicle needs checking again, start a new inspection.

  • If a checksheet is changed while an inspection is in progress, the inspection keeps the version it started with.

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