How to Create and Use Job Checklists

Checklists have proven to be invaluable tools for organizing and managing tasks, reducing errors, maintaining consistency, and increasing efficiency and productivity. Whether you're running a business or managing a team, using checklists can make a significant difference in ensuring that essential tasks are handled correctly and efficiently by your employees or workers. In this guide, we'll walk you through the process of creating and using job checklists in The Customer Factor to enhance task management and streamline your operations.

Accessing Job Checklists

To access the Job Checklists feature in The Customer Factor, follow these simple steps:

  • Click on "Job Checklists" from the navigation panel on the left side of your dashboard.

    Alternatively, you can use this direct link: Job Checklists

  • On the Job Checklist page, click "Create a New Checklist" located at the top right corner of the screen.

Creating a New Checklist

Once you've clicked on "Create a New Checklist", follow these steps to set up your checklist:

  • Insert a title for your checklist to easily identify its purpose.

    Assign the checklist to specific "Job type(s)" from your list or select "All jobs" if it applies universally.

  • When a job with the assigned job type is scheduled for example, the checklist will automatically appear next to the job description in both the software and the mobile app.
  • Technicians can access the checklist by clicking on the checklist image and checking each checkboxes/items (leaving notes if necessary).
  • You can also choose to assign the checklist to "All Customers" or any specific customer if needed.

Adding To-Do Items

After setting up the checklist, you can start adding To-Do items that need to be completed for the specific job type. Follow these steps to add To-Do items:

  • In the "Insert a 'To Do' Item" field, enter the task that needs to be completed.
  • To add more To-Do items, simply click the "[+] Add more 'To Do' Items" button.
  • Remember to place a checkmark on each To-Do item before saving, as unchecked items will not appear on the checklist.

Accessing Checklists on the Mobile App

All technicians will have access to view and manage checklists on their iOS or Android mobile apps or the software version of CF. The checklist image will be displayed to the left of the job after clicking on the appointment, right after the job details. There is no limit to the number of checklists you can create, allowing you to have multiple checklists for a single job, if necessary. Once created, the checklist will automatically appear in the app and the software for each appointment that the checklist applies to.

Using job checklists in The Customer Factor can significantly improve your task management and ensure that essential tasks are completed accurately and efficiently. By creating customized checklists and assigning them to specific job types or customers, you can streamline your operations, maintain consistency, and enhance the overall efficiency of your business or team.

If you have any further questions or need additional assistance, please don't hesitate to reach out to our support team.

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