In this article
- Creating a Vehicle Inspection Checklist from Autodata
- Add Custom Checklist Templates at the bottom of Autodata Checklists
Creating a Vehicle Inspection Checklist from Autodata
When using the Autodata Service Interval Matrix, you may create a Vehicle Inspection Checklist with the data from Autodata, allowing you to generate a quotation for the customer.
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Select Lookup from the menu bar of the document you’re working on, then Service Interval Matrix. In the pop-up notification, click Yes.
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When the pop-up window opens, confirm the vehicle details by clicking Yes. If the details don’t match, click No and re-enter the correct details in the document.
- In the Service Intervals page, check the Include checkbox next to the Service Times and Service Intervals you want to include.
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From the menu bar, select Next.
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Select Create Vehicle Inspection from the menu bar on the page that opens.
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There will be a Vehicle Inspection Checklist created, with the template AutoData.
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To open it, click Yes on the pop-up notification.
Add Custom Checklist Templates at the bottom of Autodata Checklists.
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When you want to add an additional Checklist template for each Checklist you create, in the top right corner, choose the icon, enter Autodata Setup and select the related link.
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Go to the Additional Checklist Templ. Code field and choose the template to use for all Autodata checklists. Close the Autodata Setup page.
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If you now create a Checklist from Autodata, it will include the additional template checklist alongside the one from Autodata.