In this tutorial, I'm going to show you how can create a checklist for your Crew Members who are in the field. We're going to do that by adding tasks to a job. Then they can check off what they've done when they go to clock out.
Step by Step:
Go to Maintenance and select the job that you want to add a Checklist to.
If you want to add this checklist to every job in this contract, go to the Master Task. Otherwise, select the task that is scheduled for the day to which you want to add the checklist.
If you select the Master Task, make sure you turn on the toggle that Makes changes to all the tasks.
Open the Catalog Browser. Drag and drop items that you want your Crew Members to check whether the Job needs them. Leave the Quantity at 0 if you're not necessarily sure that they're going to use them.
Now let's add tasks to the Checklist. Click on the plus button in the Catalog Browser.
Name the Item as the Task that you want the Crew Members to accomplish. Let the Cost at 0.00 and set the Class to Materials and hit the Add button.
Repeat this step for all the tasks you want to add to the job.
Go back to the top of the page and click on Push Changes. Then hit Save. This updates all the maintenance jobs to include the same checklist.
Assuming that this job is Active, Sold, and Scheduled, your Crew Members can now clock in to it.
When your guys go to clock out, they will see everything you entered on the Items screen, giving them a checklist. They can update the quantity for everything they did or used.
Then you can see what your Crew members did by viewing the Visits in the Web App.
Open your job in the Web App. Click on the Visits tab.
Click on the Visit to which you had added the Checklist. There you can check to see what all got added to the visit, ie. checked off the checklist.
That's how you can give your guys a checklist and then follow up to see if tasks got done!
Let me know if you have any questions!