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Checklists are a series of items that require a response (Yes, No, NA) that can be added to tasks and quotes.

A checklist could be a series of steps that you want your field staff to follow in order to complete a specific task.

For example:

  • Arrived On Site
  • Compliance Forms Completed
  • Labour and Materials booked out
  • Site left clean and tidy

Checklists can be set up to automatically appear on a task when it is created, or you can manually add a checklist after the task has been created.

 


 

 

View our Job Management product page.

Feature access

Your permission group determines access to this feature.

Parts of this feature are included in AroFloGo.