Checklists

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
   
   

   

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

   

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