Job checklists are an easy way to pass critical job information to field workers without writing pages and pages of job description information (which staff forget to read).
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
Click the dispatch board button to open the dispatch board
Open a job
Double-click on a job to open the job card
Enter a list of checklist items in the job description
Add a list of tasks the staff member is to complete as part of this job.
Note: Each item must start with a dash ( - ) on a new line to be automatically converted into a job checklist item.
Save the job
Don't forget to save the job before closing.
That's it. This is what will appear on the iPhone / iPad for staff to complete
Staff can tick each item as it's completed.
Job activities will be recorded
The time and who completed the item will be recorded in the job diary in mobile devices & the dispatch board for future reference.
Automatic Work Completed information
Notice as Job Checklist items are completed, they are automatically added to the job's work completed details, ready for invoicing.