Checklists Udgrade
Bodie Vinyard
I would like to submit a feature request regarding checklists.
Is it possible to have checklists automatically populate based on the selected job type?
This would save time and reduce the number of clicks required instead of manually adding a checklist every time a job is created. For example, if the job type is Furnace Install, we could have a pre-built furnace installation checklist that automatically attaches to the job when that job type is selected.
Another example would be a job type such as Yard Line Repair or any job involving excavation. A checklist could automatically populate with items such as:
* Confirm 811 utility locates were requested
* Check the work area for hazards
* Confirm proper PPE is being used
* Take before photos
* Take after photos
* Confirm pressure test was completed
* Document any issues or changes found during the job
This would help keep technicians consistent, improve documentation, reduce missed steps, and make sure important safety and quality-control items are not overlooked.
Ideally, the company would be able to build and assign different checklist templates to specific job types. Then, when a job is created and that job type is selected, the correct checklist would automatically appear on the job.
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