Inspection templates live on the Inspection Templates page within Fleet Management. Fleet inspection templates work similarly to other templates in HelixIntel, with a few item types added specifically for vehicle inspections.
To create a new template, navigate to Inspection Templates, click New, and select the inspection type — Pre-Trip or Post-Trip.
From there, you can build out your template. When adding items, you'll have a couple field types to choose from:
- Require Odometer Reading - this requires the user completes the odometer reading field; which writes back to the vehicle record to always have the current reading in the vehicle record.
- Pass/Fail - the standard item type for vehicle inspections. Drivers tap Pass or Fail for each one, and failures prompt for notes and a photo.
- Alphanumeric Text - useful for fields like hour meter readings or driver observations.
Once saved, the template will be available for assignment to vehicle types or specific vehicles for your Pre-Trip or Post-Trip Inspection.
For a short overview, please watch this video: