CHECKLIST FOR TECHS
planned
Christopher
I would love to see checklists for techs on jobs, this would be extremely helpful for the tech to remember to do the tasks required for the job, such as completing the job the right way, asking for a review, placing 5-arounds, ect. I used this in other crms and it gets rid of 3rd party apps and paper checklists that get thrown away. Using a feature like this in workiz would greatly speed up our on-site process and keep the accountability factor.
Philip Ferreira
Would love to know the progress on this feature idan kadosh
Talisa Rafferty
So happy to see this moved to planned!!
Mohamed
would be great if we can have checklists by type (applied on jobs, esdtimates, leads etc.) so far we use company cam (relatively) new checklist functionality for this.
idan kadosh
Merged in a post:
forms
Heather Harris
We have forms, such as install check list, inspection check list, etc. It would help us be completely paperless if we could upload these forms as a fillable file that could be attached to jobs as they apply
Trevor Nix
Very excited for this. Being able to have it "required to complete" before marking a job done would be great. It's very difficult, especially as your business grows, to keep everyone doing everything the same way seamlessly. It gets even sloppier the more people you add. Everyone's got their own way :)
A
Aretus Smith Jr
This would be HUGELY Productive
idan kadosh
planned
Andre Marshall
idan kadosh, can I be part of the planning and development of this?
idan kadosh
Andre Marshall: you sure can!
Messaging you privately.
Talisa Rafferty
idan kadosh thank you so much!!! This is critical and one of the most exciting updates yet. We would love to beta test this.
T
Tonya
Agree, it would be great if they could utilize PDF smart fillers. Allow us to upload a premade PDF form and insert the custom value (lie we do with custom docs) pull in customer info, equipment, etc.... we have so many manufacturer forms we have to hand fill in, scan, then submit because they do not have this available (taking up too much time)
Diane Temmen
We have inspection forms that we are trying to figure out a way to attach to a job, too.
E
Elizabeth
We needed this as well and we were told during onboarding to set it up under the settings --> custom fields. Once here you choose if you want it under the job or the client. Attached is a small clip of how we did this.
E
Edward Liebi
Elizabeth I tried doing this in my account but it seems to not show up under the job. I may be missing something.
E
Elizabeth
Edward Liebi check to see where you have your checklist at. I put ours in the job not client. You might have to refresh Workiz as well.
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