What are Job Checklists, and how do I use them?

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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 (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

 To create a job checklist, open the dispatch board

Click the dispatch board button to open the dispatch board          

Open a job

Open a job

Double-click on a job to open the job card

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 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

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

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

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

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.

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