Step by step
- Press Edit on the job type (or + New job type) and go to Checklist for the engineer.
- Type one item per line, e.g.
Unpacked and positioned. - Start a line with
*if it must be done before the job can be completed, e.g.* Test print OK. - End a line with an answer type if a tick is not enough:
[test]for Pass / Fail / Not tested,[text]for a written answer,[number]for a number,[firmware]to save the answer as the machine's firmware version. - Press Save (or Add job type).
Example
* Unpacked and positioned
IP address [text]
Scan to email working [test]
Firmware after [firmware]
* Test print OK
Limits
At most 40 items: "A checklist can have at most 40 items."
Each item up to 200 characters: "Checklist item is too long…"
Empty lines are ignored.
On the engineer's phone
The engineer sees the checklist on the job. Items with * must be answered before the job can be completed. A [firmware] answer updates the machine's firmware version on its record.
Tips
- Rewording an item counts as a new item, so answers already given to the old wording are not carried over.
Works together with
- Job types: checklists and fixed pricesThe kinds of work your firm does (repair, maintenance, installation, delivery, collection, PaperCut, firmware…). Each type can have its own engineer checklist, a fixed charge, a usual duration, and can require a machine or ask for access details.
- Add a job typeCreate a new kind of job with its category, fixed charge, usual duration, checklist and whether it needs a machine or access details.
- A job on the phone, from accept to sign-offEverything for one visit on one screen: the big button for the next step (accept, on my way, start work, finish), the fault, contact, directions, photos, mileage, notes and machine history.
- MachinesEvery copier and printer you look after, with its customer, site, owner and last service date.