Inspections
EveryoneSend an inspection to a customer
Email the customer a private link to the photos and video you've marked visible. They see the problem for themselves, so it's easier for them to say yes to the work.
Steps
- Open the job and choose the DVI tab.
- Mark the items you want them to see as Visible.
- In the Share with customer card, choose Share with customer.
- Check the Email address. It's filled in from the customer's details.
- Choose Send link.
Good to know
- The button is greyed out until at least one item is visible.
- Anyone in the garage can send an inspection.
- The link is live. Items you mark Visible, make Private or remove afterwards change what the customer sees.
- The link stops working after 30 days.
- Sending again makes a new link. Links you sent before keep working until their own 30 days are up.
- A link can't be switched off early. To stop the customer seeing an item, mark it Private or remove it.
- The card shows the date you last sent a link.
- If you've just changed the job's customer, save the job first. The link goes to the saved customer.
