Adding Checklists to your Jobs and Site Visits when you’re on the tools means you don't have to wait to get back to the office to make sure your staff have all the tasks and instructions they need to do the job.
Adding Checklists helps your business maintain a repeatable high quality of service by making sure all your staff know what’s expected of them when out in the field.
In this article we’ll cover how to:
Add Checklists to Jobs and Site Visits
Assign Staff to Checklists and Checklist items
Set due dates and reminders
When to use
For staff who are out on the tools, you can add Checklists to Jobs and Site Visits while you’re on the go using the mobile app. You can assign staff to Checklists or Checklist items (and set due dates and reminders) all from within the mobile app.
How to use it
Adding Checklists to a Job or Site Visit
In the mobile app, navigate to a Job or a Site Visit.
Note: Checklists is a Professional Plan only feature but is available for free during the 30 day free trial.
To add a Checklist to a Job or Site Visit tap the Checklists menu item, this will open the Checklists list page (by default, this list is empty). To add a Checklist tap the plus button in the top right of the screen.
From the list of Checklist Templates select the ones you want to add to your Job or Site Visit. Tap “Add” at the top right of the screen to attach your Checklist(s).
Your Checklist is now attached to the Job or Site Visit.
To assign staff to the Checklist (or Checklist item) and set a due date and reminder, navigate into the Checklist. Here you can see who is assigned to the Checklist and Checklist Items and the due dates for each.
To assign staff and set due dates and reminders to the Checklist or a Checklist item, tap the > (right arrow) on the right of the screen. This will open the Settings page for Checklist or Checklist Item.
Tap “Select an employee” to select and assign staff members, then tap “Apply”.
Setting Due Dates and Reminders
To set a due date for the Checklist (or Checklist item) select a date and time by tapping “Select Date” and choose a date using the date picker.
To set a reminder, select a time form the reminders options. This will notify the assigned staff members 30 mins, 1, 2, or 6 hours before the Checklist (or Checklist Item) is due.
Overdue Checklists and Checklist Items
Checklists or Checklist Items that aren’t completed by their due date are marked as overdue, and are indicated in red with an exclamation mark icon.
When Checklists or Checklist Items are overdue a notification is sent to the staff member who is assigned to it. This helps keep your staff accountable for maintaining your businesses processes and high quality of service.
Adding Extra Information
If you need to add any extra information to the Checklist, you can do so in the field provided.
Click save to save your changes.