Checklists are a series of items that require a response (Yes, No, NA). They can be added to tasks and quotes.
A Checklist can:
- feature key elements that must be completed for every task, e.g. Arrived on Site, Compliance forms completed.
- provide a detailed series of steps that walk your staff through complex tasks, e.g. Switch off mains power, Remove cover, Clean filter, Inspect fan motor.
- capture GPS data, which can help resolve disputes with clients
- start or stop the job timer
- be set up to appear automatically on all new tasks, or can be added manually to existing tasks.
Create a Checklist Template
Creating a checklist template is an administration function that requires access to Site Admin. Please contact your Site Administrator for assistance.