How to create a Checklist for a job

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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

 To create a job checklist, open the dispatch board

Open a job

Open a job

Enter a list of checklist items in the job description

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

Save the job

That's it. This is what will appear on the iPhone / iPad for staff to complete

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

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

Automatic Work Completed information

As Job Checklist items are completed, they are automatically added to the job's Work Completed details, ready for invoicing.

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