Overview

Adding Checklists to Jobs and Site Visits provides your staff who are out in the field with tasks and instructions that ensure your business processes are being met on every job.

Completing Checklists on the job is as simple as ticking a couple of boxes, allowing your staff to get back on the tools as quickly as possible. This lets the business know in real time how things are tracking, and maintains accountability.

In this article we’ll cover how to:

  • Complete Checklists in the mobile app
  • Complete Checklist in the desktop web app

When to Use

For staff on the tools, use Checklists to make sure you’re completing all the required tasks that the business has set for the job you are working on. Checking off items will communicate to the business (and others working on the job) that you've completed one (or all) of the required tasks. This keeps everyone in the loop, and ensures no work gets missed.

How to Use

Completing Checklists on the mobile app

On the mobile app, navigate to a Job or a Site Visit. Here you’ll find a new menu item called Checklists.

The number of checklists you have attached to the Job or Site Visit are indicated by the counter on the right. 

Tap Checklists to view the list of Checklists that have been added to the Job or Site Visit.

Here you can see:

  • Who is assigned to the checklist
  • The due date
  • How many tasks have been completed
  • The Checklist Status (e.g. To Start, In Progress, Completed)

To complete a checklist tap the checklist you want to complete.

To check off a task, simply tap the checkbox for the task. When all the tasks have been checked off the checklist is complete.

You can view your completed Checklists in the Checklists list.

Completing Checklists on desktop

In the desktop browser app, navigate to a Job.

In the left side menu you’ll find Checklists. The number of checklists you have for this job are indicated by a counter e.g. “Checklists (2)”

Click Checklists in the left side menu to view all Checklists that have been added to the Job (or the Jobs Site Visits).

Here you can see:

  • The Checklist Status (e.g. To Start, In Progress, Completed)
  • The Checklist name
  • Who is assigned to the checklist
  • The due date
  • How many tasks have been completed
  • Where the Checklist is attach within the Job Card (e.g. Job or Site Visit)

To complete a checklist click the checklists name in the table. This will open the Checklist Panel.

To check off a task that you have completed, simply click the checkbox for the task. When you have checked off all the tasks the checklist is complete.


Completing a Checklist from a Site Visit on desktop

You can also complete a Checklist from a Site Visit page. To do this, navigate to a Site Visit and and Click on the Checklist name under Site Visit Checklists. 


Related Articles

Adding Checklists to Jobs and Site Visits (Desktop)
Adding Checklists to Jobs and Site Visits (Mobile)
Creating and Managing Checklist Templates

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