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How do Field Techs use Checklists on Mobile?
How do Field Techs use Checklists on Mobile?

Learn how to use checklists in the field on the mobile app. Make it easy for employees to complete job specific tasks on a checklist.

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Completing Checklists on Mobile

Your field techs will easily be able to see and complete checklists while out in the field.

If you haven't already created a checklist, you will need to do so and then add those checklists to a job.

When your field technician opens up the job details of a job that they are assigned to that has a checklist, they will see that checklist below the action buttons of On My Way, Start, and Finish.

They will see Checklist Incomplete until the checklist has been completed

After clicking on Checklists Incomplete they will see a list of all items. Simply tap on each one to mark it as complete and then the checkbox will fill with a checkmark.


Once all items have been completed they will see Checklists Complete on the job details page. 

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