Are old protocols affected if I edit a template?

No. Each protocol stores its own copy of the template when filled in.

Can I link the protocol to a service?

Yes, deviations can become a new or existing service job in one click.

Can the customer get the protocol?

Yes, you email a clean protocol directly or print it.

Service protocols

Digital service protocols and checklists

Swap binders and paper templates for digital protocols. Build a checklist once, fill it in on the shop floor and send the finished protocol to the customer.

Service protocols, inspection protocols or check sheets – with digital checklists you fill in, sign and send the protocol to the customer straight from the shop floor.

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Sound familiar?

Paper protocols that get lost or turn unreadable
Deviations that get spotted but never fixed
No history when the customer asks about an earlier check

How Fitout solves it

Your own templates

Build checklists with sections and items – reuse them for every inspection.

Deviation becomes a service job

Mark items not OK and create a service job straight from the protocol.

Send and archive

Email the finished protocol to the customer and keep full history per vehicle.

Frequently asked questions

Are old protocols affected if I edit a template?: No. Each protocol stores its own copy of the template when filled in.
Can I link the protocol to a service?: Yes, deviations can become a new or existing service job in one click.
Can the customer get the protocol?: Yes, you email a clean protocol directly or print it.

Digitise your protocols

Try Fitout free for 60 days and gather every inspection in one place.

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Related templates & guides

Service protocol – template