Level 2 ยท Field Staff
6 min read
Field Staff
Using Job Checklists
Using Job Checklists

Checklists ensure every job is completed to the same standard.
Completing a Checklist
- Open your assigned job
- Tap Checklist
- Work through each item
- Tick each item as complete
- 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.
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