Set up your notification emails, run your first inspection, and send the report to a customer.
This tutorial walks you through setting up DVI and sending your first inspection report. You know it is working when the report reaches your customer and the confirmation email reaches your team.Use a real vehicle that is in your bay.
Add your location’s notification emails before you send a report. The Report sent confirmation uses that list, or your location’s email if the list is empty.
The work order, vehicle, and customer usually arrive already filled in. Fix anything that looks wrong before you go further. The customer’s email and phone decide how the report can reach them.
2
Rate each item
Work through the sections and mark every item OK, Suggested, or Required. Add measurements where you have them, like tread depth or pad thickness.
3
Take photos of anything you recommend
Photograph the worn part itself. A picture of a thin brake pad explains the recommendation better than a sentence can.
4
Add your notes
Say what you found in plain language. The customer reads these.
5
Save the inspection
Your work saves as you go, so you can put the phone down and come back to it.
Every item you inspected shows a rating. Nothing you meant to recommend still shows Pending.
The button sits at the end of the inspection, after the last section.DVI asks Add a Walkthrough Video? if you have not recorded one. Continue Without Video moves on.
4
Review the customer's report
The AI Inspection Report dialog opens, with Inspection Summary and Service Recommendations.
5
Draft the summary
6
Check the services
7
Set your own prices
The suggested amounts are national-average estimates. See performing an inspection for these tasks.
8
Tap Send Report
The button sits at the bottom of the dialog. Without a summary, DVI asks whether to generate one first. Send Anyway continues to the recipient step without a summary.
9
Pick how to reach them
The Recipient list shows the customer’s email address and mobile number, each with a checkbox. A selected checkbox means the report goes there. A number only appears if one is on their record.
10
Add anyone else who needs it
Use Add Contact for a spouse, a fleet manager, or whoever signs off. Each contact gets their own checkboxes, so you can email one person and text another.
11
Tap Send to 1 contact
The button counts contacts with selected delivery methods. Check any send errors.
Confirm the customer receives the report. Confirm your team receives the Report sent email. For a missing report, check DVI’s delivery errors and the contact details. For a missing shop confirmation, check the notification addresses.
