checklist integration
Hector Matthews
I would love to see Workiz allow workflows to be attached directly to checklists. This could create a much smoother process for technicians by having the checklist drive the workflow, job status updates, and required reporting, instead of forcing users to jump between different parts of the app.
For example, the checklist could guide the technician step by step through the full job flow:
Dispatching > On the Way text > Arriving > Assessment > Before Photos > Estimate > Signature/Payment > Secondary Visit > Repair > Final Signature > After Photos
As soon as the technician marks the arrival step, the checklist should automatically prompt the next reporting and action steps required to begin the assessment. This would help ensure the technician follows the proper process immediately after arrival, without needing to search through different sections of the app.
Each checklist item could be linked to the related job function, so as the technician completes each step, the system would automatically sync the information into the job file. That means photos, notes, estimates, signatures, payments, and status updates would all be connected directly to the checklist workflow.
This would allow most of the technician’s work to happen from one place, with the checklist acting as the main operational flow. As information is completed, the system could automatically move the job through statuses such as:
Submitted > In Progress > Pending > Complete
Once all required checklist items, reporting, and payments are completed, the system could automatically close the ticket.
This would reduce app switching, improve consistency, ensure technicians do not miss required steps, and make the entire job process more efficient and easier to manage.
Marc Andre Lalonde-Lacombe
well said !
I also believe the checklist should adapt to the selected options .
i think it is essential that it can be created in a Decision Tree form.
For example :
Is the unit defective yes/or No.
if no is answered it moves on to the next checklist item but if the tech selects yes a new text box open to let him explain why.
or another practical one for example would be that you enter the model and serial number of the unit at the beginning. when the information has been entered tech is asked is there another unit ? again if no is answered the check list is complete but if yes is entered the process repeats itself.
And if that could be done, the report could be sent to the client with an emphasis on the equipment that has been flagged or failed status.
R
Ruby
that would be soo good if we can automate adding the checklist to a specific job type, i wanted this same workflow but unfortunately having to add the checklist manually each time or getting techs to do that is not working
Jonathan Harmon
Love it
Ethan Goldberger
Yes Please!