Artis Recovery

Field Team Guide

Pre-Trip & Post-Trip Inspection Forms

Overview

What are these forms?

Every time you take a unit out of the yard, you complete a Pre-Trip Inspection before leaving and a Post-Trip Inspection when you return. Both are logged automatically — no paper, no scanner.

Why it matters: These records protect you legally, keep the fleet roadworthy, and satisfy DOT requirements. A missed form is a liability gap.

At a glance

FormWhenStepsKey sections
Pre-Trip Before leaving the yard 9 Unit info, operator cert, equipment, full walkaround, interior, sign-off
Post-Trip Upon return to yard 5 Unit info, assignments, return condition, incidents, sign-off
Maintenance Log When maintenance is performed 5 Unit info, service details, systems serviced, work performed, unit status & sign-off

How to open the forms

Open your browser and go to the Field Team Hub. Tap the form you need. Bookmark the hub page — you'll use it every shift.

Tip: Add the hub to your phone's home screen so it opens in one tap, no typing required.
Pre-Trip Inspection — 9 Steps

1 Unit & Agent

Fill in four required fields before you can advance.

Agent NameYour full name
Last 6 of VINFrom the dash placard — e.g. AB1234
Odometer OutCurrent mileage — whole numbers only
Fuel LevelFull / ¾ / ½ / ¼ / Low
Date & TimeAuto-filled — do not edit
Tip: The VIN is on a sticker on the driver-side door jamb. Only the last 6 characters go here.

2 Operator Self-Certification

Tap Yes or No for each of the four statements. All four are required before you can advance.

  • Well Rested — Adequate sleep before this shift
  • Not Under Influence — No alcohol, drugs, or impairing medications
  • DOT Hours Compliant — Within legal hours of service limits
  • Mentally Focused — No personal distractions affecting concentration
If you answer No to any item: The form will trigger a redline and your supervisor will be notified automatically. Do not attempt to bypass this — it is there to protect you.

3 Equipment — Truck & Dollies

Rate each item as Working, Inop, or None (not present on this unit).

Truck & Dollies: Dollies — General, Dolly Tires, Bearings, Straps

Systems: Tablet, PC / Laptop, LPR Camera

None vs. Inop: Use None when the equipment simply isn't on this unit. Use Inop when it's present but not working.

4 Front Inspection

Walk to the front of the unit. Rate each item: Good Dmgd Inop N/A

  • Headlight — Driver & Passenger
  • Turn Signal — Driver & Passenger
  • Clearance / Marker Lights
  • Windshield / Glass
  • Front Bumper / Body

5 Driver Side — Front to Rear

Walk the driver side. Rate each: Good Dmgd Inop N/A

  • Mirror, Window / Glass, Side Marker Lights, Body / Panels
  • Driver Front Tire, Driver Rear — Outer, Driver Rear — Inner
Tires: Enter the tread depth in 32nds of an inch (e.g. 8 for 8/32″). The field will accept any number. DOT minimum is 4/32″ on drives, 2/32″ on steers — flag anything below that as Inop.

6 Rear Inspection

Walk to the rear. Rate each: Good Dmgd Inop N/A

  • Taillight — Driver & Passenger
  • Brake Light — Driver & Passenger
  • Turn Signal — Driver & Passenger
  • Rear Marker Lights
  • Rear Glass / Window
  • Rear Bumper / Body

7 Passenger Side — Rear to Front

Walk the passenger side rear-to-front. Rate each: Good Dmgd Inop N/A

  • Markers & Body — Rear Quarter and Front Quarter
  • Passenger Rear — Outer & Inner (with tread depth)
  • Passenger Front Tire (with tread depth)
  • Mirror, Window / Glass
Inner tire: On dual-rear setups, record the inner tread separately. If the unit is a single-rear, tap N/A for the inner.

8 Interior

Check all four seating positions. For each: rate the Seat and Headliner (Good Dmgd Inop N/A), and rate Cleanliness (Clean OK Attn N/A).

Positions: Driver Front, Driver Rear, Passenger Rear, Passenger Front.

Attn means the interior needs cleaning before the next shift — flag it and it'll come up in the maintenance log.

9 Sign-Off

Three things to complete before submitting:

  • Pre-existing damage? — Tap Yes or No. If Yes, note it in the Notes field. This protects you from being charged for damage that was already there.
  • Certification checkbox — Check the box to certify you personally inspected the vehicle.
  • Notes — Optional. Anything worth flagging before departure.

Tap Submit Inspection ✓. You'll see the green Logged. confirmation screen if it went through.

✅ "Pre-trip inspection recorded. Stay safe out there." — you're cleared to roll.
Post-Trip Inspection — 5 Steps

Complete this form immediately upon returning to the yard, before you leave the vehicle. It logs your shift's assignments and checks for anything that changed during the trip.

1 Unit & Agent

Same layout as pre-trip Step 1, but the odometer field is now Odometer In (your return mileage).

Agent NameYour full name
Last 6 of VINSame unit you drove
Odometer InCurrent return mileage
Fuel LevelLevel on return

2 Assignments

Log the shift's work. This is the only step unique to the post-trip form.

AttemptedTotal assignments dispatched to you
CompletedHow many you successfully finished
Assignment NotesOrder numbers, case notes, anything to document
Tip: If you attempted 4 and got 3, enter 4 / 3. Supervisors use this to track productivity and spot dispatch issues — don't round up completeds.

3 Return Condition

Quick 7-item check — flag anything that changed during the trip.

ItemRating options
HeadlightsGood Dmgd Inop N/A
TaillightsGood Dmgd Inop N/A
BrakesGood Dmgd Inop N/A
Tires — Any IssuesGood Dmgd Inop N/A
Equipment — All PresentGood Dmgd Miss N/A
Body — Any New DamageGood Dmgd Inop N/A
Interior — CleanlinessClean OK Attn N/A
Miss on Equipment: If anything is missing (dollies, straps, tablet, camera), tap Miss and describe it in the sign-off notes. Missing equipment is flagged to your supervisor immediately.

4 Incidents & Maintenance

Two Yes/No questions:

  • Any incidents or damage during the trip? — If Yes, you'll be prompted to describe it in the notes on the next step.
  • Maintenance needed before next trip? — If Yes, the unit will be flagged. Don't ignore this — a unit flagged here should not leave the yard again without supervisor clearance.

5 Certification & Submit

  • Certification checkbox — Check to certify you personally inspected the vehicle on return.
  • Notes — Anything worth documenting about the shift.

Tap Submit Inspection ✓.

✅ "Post-trip inspection recorded. Good work today." — you're done.
The bottom of both forms also has quick links to the other form and the Maintenance Log. Use these to jump between forms without going back to the hub.
Maintenance Log — 5 Steps

Use the Maintenance Log to record completed maintenance on any unit — oil changes, tire swaps, brake jobs, electronics repairs, or anything else done in the shop or at a service center. This is not a request form; log work after it has been performed.

Who logs it: Whoever is responsible for the unit — the agent, the shop lead, or the supervisor. If you took the truck in for service, you log it when you return.

1 Unit & Submitter

Identify the unit and the person logging the record.

Submitted ByYour full name
Last 6 of VINThe unit that received service
Odometer at ServiceMileage at the time of service
Date & TimeAuto-filled to now
Odometer: Pull this from the service receipt if you weren't present at the shop. It's the mileage at time of service, not today's mileage.

2 Service Details

Three required fields describing the service event.

Type of ServiceSelect from the dropdown
Work Performed ByMechanic name or shop name
Date Service Was PerformedMM/DD/YYYY — the actual service date, not today if different

Service types available:

  • Oil & Filter Change
  • Tire Rotation / Replacement
  • Brake Service
  • Light Replacement
  • Fluid Top-Off / Replacement
  • Belt / Hose Replacement
  • Battery Service
  • Alignment / Suspension
  • Body Repair
  • LPR / Camera Service
  • Tablet / PC / Electronics
  • Dolly / Tow Equipment Service
  • Engine / Drivetrain Repair
  • HVAC Service
  • Interior Repair / Cleaning
  • Scheduled Preventive Maintenance
  • Other

3 Systems Serviced

Mark Yes for every system that was touched, inspected, or repaired as part of this work order. Mark No for everything else.

  • Engine / Drivetrain
  • Brakes
  • Tires / Wheels
  • Lights / Electrical
  • Body / Glass
  • Fluids
  • LPR Camera System
  • Tablet / PC / Electronics
  • Dollies / Tow Equipment
  • Interior
Tip: An oil change touches Engine and Fluids — mark both Yes. A tire swap touches Tires/Wheels only. When in doubt, mark Yes — more detail is always better than less.

4 Work Performed

This is the narrative record. Be specific — the more detail, the more useful the log.

Describe the Work CompletedRequired — what was done, what was found, what was corrected
Parts / Materials UsedOptional — part numbers, quantities, descriptions
Next Service DueOptional — e.g. "3,000 miles or 3 months — oil change"
Good example: "Replaced driver rear outer tire — 4/32 tread remaining on old tire, sidewall cracking noted. New tire installed and torqued to spec. Tread depth on replacement: 12/32."

Not useful: "Changed tire."

5 Unit Status & Sign-Off

Set the unit's status after service, then certify and submit.

🟢 Ready for Duty

Service complete — unit is fully deployable. Use this for routine maintenance where nothing unexpected was found.

🟡 Restricted

Unit can operate but with limitations — explain in the Additional Notes field. Example: camera not yet back online, unit can run assignments but not LPR-dependent work.

🔴 Out of Service

Not deployable — further work is required. The unit will not be dispatched until a supervisor clears it. Use this when the shop found additional issues or the repair is incomplete.

After selecting status, check the certification checkbox and add any Additional Notes. Tap Submit Maintenance Log ✓.

Out of Service selection: Notify your supervisor verbally in addition to submitting — don't rely solely on the form notification when a unit is being pulled from service.
Ratings Key

Condition buttons — exterior & equipment

ButtonMeansWhen to use
GoodNo issuesWorking correctly, no visible damage
DmgdDamagedCosmetic damage — dents, scratches — unit is still operable
InopInoperableNot working or unsafe — must be reported. May trigger redline.
N/ANot applicableItem doesn't exist on this unit (e.g. inner tire on a single-rear)
MissMissingEquipment that should be present but isn't (post-trip only)

Cleanliness buttons — interior

ButtonMeans
CleanInterior is clean and presentable
OKAcceptable — minor mess, doesn't need immediate attention
AttnNeeds cleaning before next shift — will be flagged to dispatch
N/APosition not applicable (e.g. unit has no rear seats)

Equipment status buttons (Step 3 pre-trip)

ButtonMeans
WorkingEquipment is present and functioning
InopEquipment is present but not working
NoneEquipment not on this unit
Redline Rules

What is a redline?

A redline is an automatic hold placed on a unit or operator. When a redline triggers, the form shows a DO NOT OPERATE screen and your supervisor is notified immediately at admin@artisrecovery.com.

A redlined unit does not leave the yard. Only a supervisor can clear a redline.

What triggers a redline?

  • Answering No to any Operator Self-Certification item (Step 2)
  • Marking any safety-critical item as Inop (lights, brakes, tires)
  • Tread depth recorded below the DOT minimum
This is not punitive. Redlines protect you from operating an unsafe vehicle or driving impaired. Report honestly — the form is your protection too.
Quick Tips

Before your shift

  • Open the pre-trip form before you start the engine — the timestamp captures when you actually began the inspection.
  • Walk the unit in order: front → driver side → rear → passenger side → interior. The form steps follow this sequence.
  • Have your VIN ready (door jamb sticker) and note the odometer before getting out.

During the form

  • You can use the ← Back button to go back a step and correct a mistake — nothing is locked until you submit.
  • If the form won't let you advance, look for items you haven't rated yet on the current step.
  • The date/time field is read-only and auto-fills. Don't worry about it.
  • Tread depth is in 32nds. Just type the top number (e.g. type 6 for 6/32″).

After your shift

  • Complete the post-trip before leaving the vehicle — not in the parking lot five minutes later.
  • If you flagged incidents or maintenance needed, tell your supervisor verbally too. The form notifies them, but a heads-up is always good.
  • The green Logged. screen is your confirmation. Screenshot it if you want a personal record.

If something goes wrong with the form

  • No internet on the road: The forms require a connection at submission. If you lose signal mid-shift, complete the form when you return to yard range.
  • Form won't submit: Check that the certification checkbox is ticked and all required fields are filled (required fields are marked with a red asterisk).
  • Wrong VIN or odometer: Contact your supervisor — they can annotate the record on the backend.
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