Admin - Getting Started With ClearQuote

Created by Hashim Javeed, Modified on Thu, 7 Mar at 9:49 PM by Najeeb Shamsudeen

 

This article provides a step-by-step walkthrough for admins, to easily explore features and workflow in ClearQuote.


TABLE OF CONTENTS



How to search for an Inspection?



How to Review Inspection Reports?



How to Change Damage Status and Add / Remove Damages on Vehicle from Web?


Once the vehicle assessment is completed, users may find the need to change the status of identified damages, add damages that went unnoticed, or even remove them entirely. The following steps guide users to achieve these.

  1. Adding a new damage
    In this example, a new damage is being added to the "Right Fender" panel.



  2. Changing damage status

    • New damage to existing damage

    • Existing damage to new damage



  3. Removing Damages

How to Identify Potential Fraudulent Inspections?


This feature allows fleet managers to verify if the inspection was carried out where it was supposed to be. If the location is not in the designated area, it could indicate a possible fraudulent activity. Fleet managers can use this information to identify fraud inspections and take appropriate actions.





How to Access the Dashboard?





Onboarding video 1 (4 minutes) :





Onboarding video 2 (3 minutes) :



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