You may not be at every job with your employees but you can make sure every job goes as well as it would if you were by creating custom checklists for each type of job or service call you run. 

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How To Create a Checklist

Click on 'My Apps' then 'Go To App Store'

Scroll to the Productivity section and click 'Learn More' under Checklists.

If this is your first time making a checklist you will be prompted to 'Create A Checklist' or if you are a returning user Click on '+ Checklist' in the top right corner. 

Name your Checklist and start adding in checklist items. 

You have the option of choosing from the following 3 types:

  • Checkbox - Simple check to mark an item off as done
  • Text - Record notes, readings, findings, or any other text
  • Pass/Flag/Fail - Mark the status of a component with a green, yellow, or red status indicator

Once you are finished adding in your checklist items press 'Next' in the top right.

Checklist settings

You can prevent an employee from being able to tap "Finish" if they have not completed a checklist by turning the toggle ON

How to Add Checklist to Jobs

*see applied checklist from mobile*

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