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Make an inspection (e.g., 'Initial Check-In') auto-add to every repair order

You want a specific inspection (commonly an 'Initial Check-In') to be added automatically to every new repair order.

Problem

You want a specific inspection (commonly an 'Initial Check-In') to be added automatically to every new repair order.

Cause

Shift respects Tekmetric's default inspection settings. The default behavior is controlled in your inspection settings.

Resolution

  1. Open your Inspection Settings.
  2. Toggle 'Default' on for the inspection you want auto-added. You can also adjust default visibility from the same menu.
  3. Note: this enables Shift's built-in default inspections. If you used a custom inspection (built outside Shift) before, that specific inspection is not added by toggling this setting — you'll need to recreate or import it.
  4. If you want maintenance recommendations added automatically to every RO, that is a separate workflow — contact support if you'd like guidance.