Step by step
- Open the job. The checklist card shows each item: a green tick when done, a red cross for a failed test, amber “(required)” for a required item not done.
- Click Fill in or correct the checklist.
- Tick items, choose Pass, Fail or Not tested for tests, or type values.
- Press Save checklist.
Good to know
Items marked * are required. The engineer must complete them before completing the job in the app.
Checklists are set per job type in Administration › Settings › Job types.
Invoiced and cancelled jobs cannot be changed.
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.
- Complete a visit on behalf of the engineerWhen an engineer could not use the app (broken phone, no signal, forgot), the office records the whole visit in one step: real times, work done, checklist, readings and the outcome.
- 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.