Capture at the vehicle
The phone or tablet workflow should make condition, severity, notes, photos, and measurements fast to record without forcing technicians to leave the bay. Arrival photos, odometer evidence, visible damage, and individual findings should stay attached to the job.
Separate internal detail from customer-ready evidence
Technicians need candid internal notes. Customers need a concise explanation of what was found, why it matters, what is recommended, and what the price includes. A good system preserves both without publishing every internal comment.
Opening an inspection or quote should never count as authorization. Approval requires a clear, deliberate action tied to the exact revision.
Connect findings to the quote
The strongest workflow lets an approved inspection finding become an estimate line without re-entering the description, media, or reason. Declined work should remain available for future follow-up and the next visit.