Checklist Improvement
Philip Ferreira
Checklists are a great addition and awesome work - I'm glad to see them rolling out. I would like to make a suggestion for checklists. As I think it's still in Beta, it may help.
- The ability to make a checklist is required before closing a job.
- The ability to send or attach a checklist to an invoice or directly to the client. Downloading the pdf and sending it is nice, but could be better.
- I like to pass/fail/flag option, but would like to add a note if an item is flagged or fails, add context/explain why it is flagged or failed.
Maxim Geht
I would even add an option to check list to be required before you can do anything in this job so tech dont leave till the end
Brittney
Adding these requests:
-checklists can be default added on certain job types
-checklists can be published to a client portal for client review (i.e. our 29pt inspection)
C
Chad Hoffner
Yes the checklist add on is a great start.
- should be able to auto assign a checklist to a specific job instead of having to add to manually.
- be able to do short text as well as pass/flag/fail. Example we do amp draw on a motor we do max reading and actual so input short text for those numbers as well as pass fail flag.
-make checklist required for certain jobs
-admin checklists for office stuff and can stock would also be great
Philip Ferreira
Would also be nice to have the ability to create checkists for events - so for example, techs could have a van or tool checklist an admin and assign this to happen periodically using events.
Talisa Rafferty
Philip FerreiraThis is a must.