Checklists

Checklists

Checklists ensure that technicians complete all required steps during a service job. You can define mandatory items and require photo evidence.

Create a Checklist Template

1. Navigate to Checklists → New Template
2. Enter a title (e.g., “Air Conditioning Maintenance”)
3. Add inspection items:
   • Click Add Item
   • Enter the description
   • Repeat for all required items
4. Save the template

[Screenshot: Create checklist template]

Configure Mandatory Items

1. Open an existing template
2. Click on the desired inspection item
3. Enable the Required option
4. Required items must be checked off by the technician before the job can be completed

Note: Required items are visually highlighted in the mobile app.

[Screenshot: Configure mandatory item]

Require Photo Evidence

For specific inspection items, you can require photographic evidence:

1. Open the desired inspection item
2. Enable the Photo Required option
3. Optionally add a description of what should be photographed
4. The technician must take a photo before the item can be checked off

[Screenshot: Photo evidence setting]

Assign a Checklist to a Booking

1. Create or edit a booking
2. In the Checklists section, click Add Checklist
3. Select the desired template from the list
4. The checklist will automatically appear in the technician’s mobile app

[Screenshot: Assign checklist to booking]

Review Results

1. Open a completed booking
2. Switch to the Checklists tab
3. View the status of each item including timestamps
4. Download attached photos

[Screenshot: Completed checklist with photos]