Customizable reports & inspections

Lost Custom Inspection Worksheet?

Lost Custom Inspection Worksheet?

Postby Jeff @ Able Auto » Wed Mar 04, 2015 1:11 pm

I lost the custom inspection work sheet after an update. Now I cant seem to remember how to add items to it. Was going to use the static sheet pbut it prints so dim I cant hardly read it. Went to Bolt On site and all it has is mobile manager instructions. How do I get my custom inspection back? And how about putting up some training for us that DON'T use mobile manager! Thanks, Jeff.
Jeff Fitzgerald owner
Able Auto Repair 772-462-0061
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
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Re: Lost Custom Inspection Worksheet?

Postby MRISICH » Thu Mar 05, 2015 8:25 am

Hi Jeff,

I'm sorry you're having difficulties. Have you checked out How Do I document? Here' s a link: http://boltontechnology.com/howdoi.pdf

Hope that helps. Please let us know if you're still having difficulty.
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
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Re: Lost Custom Inspection Worksheet?

Postby ARS » Thu Mar 05, 2015 9:37 am

Our Custom Inspection sheets from Bolt On are not lost but we would like to have the ability to look at a certain customers inspection sheet with out having an order for that customer open. We have many customers call & want to know when their next such & such service is due... & it would be nice just to be able to pull it up with out an order. There are other scenarios too.

Thanks, ARS
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Re: Lost Custom Inspection Worksheet?

Postby Jeff @ Able Auto » Thu Mar 05, 2015 12:59 pm

Thanks Mike. I thought I was doing it correctly. For some reason the inspection sheet will not populate with my selections. Will remote in as soon as I get a chance. Jeff.
Jeff Fitzgerald owner
Able Auto Repair 772-462-0061
Treasure Coast of Florida
"there will be enough time to sleep when we're dead"
Jeff @ Able Auto
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Re: Lost Custom Inspection Worksheet?

Postby MRISICH » Fri Mar 06, 2015 11:01 am

Hi ARS,

This can be achieved in Report Pro > Tools > Inspection Manager. Change the filter to status of 'Complete' and set the date range for the date they came in. In a future update, we are planning on adding full search capabilities. Hope this helps.
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
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Re: Lost Custom Inspection Worksheet?

Postby ARS » Fri Mar 06, 2015 12:39 pm

I tried that Mike, But the Inspection Manager is blanked out... We are not able to click on it. I see it there but unable to click it.

Thanks, ARS
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