Level 2 ยท Field Staff 6 min read Field Staff

Using Job Checklists

Using Job Checklists

Job checklists on the mobile app

Checklists ensure every job is completed to the same standard.

Completing a Checklist

  1. Open your assigned job
  2. Tap Checklist
  3. Work through each item
  4. Tick each item as complete
  5. Add notes against individual items if needed

Why Checklists Matter

  • Ensures nothing is missed on site
  • Creates an audit trail
  • Reduces customer callbacks
  • Supports compliance requirements

Custom Checklists

Your office team can create job-specific checklists. You may see different checklists for boiler services, installations, maintenance visits, etc.