Transaction type
Buy In and Trade In get a repair order too. Deliver, Borrow and Help to Sell only need the PDI. The Buy In / Trade In / Help to Sell checklist section only appears for those three.
Vehicle information
Tap the small photo box next to each item to take its proof photo right here β no need to go through the checklist a second time on the Proof step.
Sign-off
Signed digitally here, both signatures print directly onto the form β nothing needs hand signing unless you leave one blank.
Defect photos Optional
Photograph any damage on this car β body paint, dents, scratches, trim. Just photos; write the details in the repair order. These appear right after the body condition map in both PDFs so they're easy to compare.
Body condition map Optional
Tap the car where there's damage, pick a code, and add a short note if you like. This gets drawn straight onto the body condition map page of both PDFs β no need to print and mark it by hand.
Tap anywhere on the diagram to add a mark. Tap an existing mark to edit or remove it.
Ready to export
Required before this PDI can be exported. Whoever hands the car over β often a different person, at a different time β fills this in right here. You can still save and come back to finish it later; export just won't unlock until it's complete.
Condition at handover
Car policy
Customer
Salesteam
Choose which branding to print on the PDF.
Need a paper copy ready before the customer arrives to sign it by pen? This works anytime, even before Handover is finished β it won't count as the official export.
Form, body condition map, defect photos and all proof photos.
Page 1 is your form, filled in. Page 2 is the body condition map, left blank to print and mark by hand. Defect photos follow, then all proof photos.
Save this record β it keeps every photo β and start the next car right away.