Building or Editing NextGear Inspections

How to build and edit Inspections in NextGear

Things To Note

• This can be accessed through the Account Management portal or through the NextGear website

How To

1. Log into your Account Management Portal, Click here for steps to log in or log in to NextGear directly via nextgearshop.com 

2. On the Settings page, click Inspection Editor within Next Gear

   1. This page will show you the current inspection templates the shop has

3. To Create a new Inspection, Click the Plus (+) at the bottom right hand corner.

   1. Fill out the required name of the Inspection and click Ok.

   2. The Plus (+) at the bottom right to Create a new Group

   3. Within the Group, click the Plus (+) at the bottom right to add an Inspection Point.

   4. Fill out the required Point Name and click Ok.

   5. To add Canned Recommendations or Notes

      1. Click the point you would like to add the Notes or Recommendations to

      2. Click the Plus (+) at the bottom right and select the Note or Recommendation

         1. Note: Title and Description will be filled out. This will be added as a Canned note for the inspection.

         2. Recommendation: Title and Description will be filled out. This will be added as a Canned Recommendation on the inspection point.

   6. Recommendations, Notes, Points, Groups and inspections can be edited or deleted by clicking the three dots to the right of the item you would like to edit or delete