Job checklists are an easy way to pass critical job information to field workers without writing pages and pages of job description information.
Checklists appear on staff members' iPhone/iPad devices as a list of tasks they must tick off as part of completing the job.
To create a job checklist, open the dispatch board
Open a job
Enter a list of checklist items in the job description
Add a list of tasks the staff member is to complete as part of the job.
IMPORTANT: Each item must start with a dash ( - ) on a new line in order to be automatically converted into a job checklist item.
Save the job
That's it. This is what will appear on the iPhone / iPad for staff to complete
Staff can tick each job requirement as it's completed.
Job activities will be recorded
The time of job requirement completion (and who completed the item/s) will be recorded in the Job Diary for future reference.
Automatic population of 'Work Completed' information
As Job Checklist items are completed, they are automatically added to the job's Work Completed details, ready for invoicing.