Inspections
Creating an Inspection Template
Inspection templates in Loopit are versatile tools designed to record vehicle details during various scenarios, including:
Vehicle handover
Vehicle return
Pre-service vehicle boarding
The key advantage is the ability to fully customize inspections according to your business needs for different packages and purposes.
How to Create an Inspection Template
Navigate to Settings > Inspection Templates
Click "New Template"
Name the Template
Provide a descriptive name (e.g., "Example Template")
Use the Inspection Builder to Create Questions
Loopit offers multiple question types to suit different inspection requirements:
Meter Reading (e.g., odometer reading)
Fuel Level
E-signature
Text Question
Number Answer
Pass/Fail
Boolean Answer
Dropdown
Date
Each question can be tailored to capture specific information relevant to your vehicle inspection process.
The flexible template system allows businesses to create detailed, precise inspection protocols that match their exact operational needs.
Assigning Inspection Templates to Packages
Inspection template assignment allows you to customize vehicle inspection protocols for different packages based on unique business requirements. This feature recognizes that inspection needs can vary significantly across different service types.
How to Assign Inspection Templates
Navigate to Settings > Packages
View existing packages (e.g., Rental Plan, Cruise Plan, Subscription Plan)
Select a Specific Package
Open the desired package configuration
Assign Inspection Templates
Choose a specific template for Handover Inspection
Choose a different template for Return Inspection
Templates can be unique to each package type
Key Benefits
Flexibility to create multiple inspection templates
Ability to assign different templates to different packages
Customize inspections for specific service scenarios (e.g., rental vs. subscription)
Important Considerations:
Templates must be pre-created in the Inspection Templates section
Each package can have distinct handover and return inspection requirements
Easily configure and modify templates to match evolving business needs
The assignment process ensures that each package has precisely the right inspection protocol, enhancing accuracy and efficiency in vehicle management.
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