- Documentation
- Overview
- Agency employee
- Preparation
Prepare the car
The preparation checklist: twelve points to check before the pickup inspection, each Done, Issue or N/A, with a note and a photo when needed.
Before you hand over a car, you check it is ready with a twelve-point list. It takes a few minutes, is saved on your phone as you go and works without a network. As long as a required point is not settled, the pickup cannot be completed.
Steps
- In the task details, after marking your arrival, tap Start preparation.
- For each point, choose Done, Issue or N/A.
- If you choose Issue, add a Note and, if useful, a photo with Add a photo.
- Follow the counter at the top of the screen, for example "9 of 12".
- When every point is filled in, tap Continue to inspection.
The checklist
Preparation screen
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Counter | Display | Points filled in out of points required | 9 of 12 | What is left to check. |
| Car washed | Yes if required | Done, Issue, N/A | Done | The bodywork is clean. |
| Interior clean | Yes if required | Done, Issue, N/A | Done | The cabin is clean and empty of the previous customer's belongings. |
| Fuel checked | Yes if required | Done, Issue, N/A | Issue | The level matches what was agreed. |
| Mileage checked | Yes if required | Done, Issue, N/A | Done | The odometer is read and noted. |
| Car documents inside | Yes if required | Done, Issue, N/A | Done | The vehicle papers are in the car. |
| Insurance document inside | Yes if required | Done, Issue, N/A | Done | The insurance certificate is in the car. |
| Registration card inside | Yes if required | Done, Issue, N/A | Done | The registration card is in the car. |
| Spare tyre and tools | Yes if required | Done, Issue, N/A | N/A | The spare tyre and tools are there. N/A for a car that has none from the factory. |
| Accessories | Yes if required | Done, Issue, N/A | Done | The options the customer ordered (child seat, GPS) are there. |
| Existing damage reviewed | Yes if required | Done, Issue, N/A | Done | You have located the damage already known on the car. |
| No warning lights | Yes if required | Done, Issue, N/A | Done | No warning light comes on at start-up. |
| Keys available | Yes if required | Done, Issue, N/A | Done | The keys are ready to hand over. |
| Note | No, advised for Issue | Free text | Tank at ¼, fill up needed | What you found. |
| Add a photo | No | One photo per point | Photo of the gauge | Proof of what you found. |
| Continue to inspection | Button | Active when every point is filled in | Moves on to the pickup inspection. |
After you save: the list is attached to the pickup, the task moves to Inspection in progress and the time is added to the timeline your manager reads. Offline, the list waits in the sync centre as "Checklist".
Your manager chooses which points are required when giving you the task. By default, all twelve are.
Done, Issue or N/A
- Done: the point is checked and fine.
- Issue: the point is not fine. Describe it in the note. A blocking issue, such as a warning light, should also be reported with Report an issue so the manager is told straight away. See Pickups and returns.
- N/A: the point does not apply to this car.
To complete the pickup, every required point must be Done or N/A. A point left on Issue must be fixed, then set back to Done.
Automatic saving
Each choice is kept on your phone half a second after you make it. If you leave the screen, the app closes or the battery dies, you find the list where you left it. Photos are reduced and kept on the phone as soon as they are taken, before any upload.
What happens next
- The completed list appears in the Checklist tab of the details your manager reads.
- The task waits for your pickup inspection. See Inspections.
Troubleshooting
| Situation | Cause | What to do |
|---|---|---|
| Continue to inspection stays greyed out | A point is not filled in. | The counter shows how many are left: complete them. |
| The pickup refuses to complete | A required point is still on Issue or empty. | Go back to the list, fix the point and set it to Done or N/A. |
| The photo does not appear | The camera is not allowed for DriveGo. | Allow it in the browser settings. See Photos and videos. |
| You see "Saved, it will sync." | You are offline. | Nothing to do: the list will be sent automatically. |
Updated on 25 October 2026Markdown version