A Checklist is a simple mechanism to ensure your technicians perform all the required task. It serves both as a way to keep track of what needs to be done as well as ensures that the work-completion quality is according to your requirements.

The following are the steps to creating and using a Checklist.

  1. Create a Job Type (Go to Settings=> Manage Lists=> Job Types and Checklist). Create a Job Type.
  2. Define a Check List for the Job Type

    Job Type Checklist

  1. When a work order is created with a Job Type selected, the Checklist gets added to the work order.

    work order

  2. From the mobile app, click on the COMPONENTS tab of the same Work Order, to view the Checklist

    From the mobile app