Jobable supports custom Checklists which can be attached to Jobs. This video guide covers creating checklists and attaching them to Jobs in Admin, and completing the checklist in Remote.
Creating New Checklists
New Checklists are created in Admin.
Go to Settings
Go to Manage Checklists
Click '+ New'
Enter a name for the checklist
Click 'Create Checklist'
Adding Questions / Tasks to the Checklist
While editing a Checklist, click the '+ Add' button and select either 'Add New Question / Task' or 'Choose From Existing Questions / Tasks'.
As you add new questions / tasks, they be saved for reuse in other Checklists.
Questions / Tasks can be reordered using the up/down arrows or removed using the trash can icon.
Answer Formats
The answer formats determine the values the engineer can select when completing the Checklist in Remote.
Attaching a Checklist to a Job
Open Job in Edit mode
Scroll down to Checklists
Click '+ Checklist'
Select the required checklist from the list
Click 'Save'.
A checklist can be removed using the trash can icon.
If required, equipment can be attached to a checklist using the blue '+' icon to the right of the Checklist in the list. The equipment can be removed from the checklist using the 'x'.
Completing Checklists
Checklists are completed by users in Remote.
Sign on to the job in Remote as usual.
Tap 'Go To Checklists'
Tap the green '> Open Checklist' button next to the desired checklist
If necessary, equipment can be edited using the 'Edit' button
Complete each question / task as appropriate
When the checklist is complete, tap the green 'Save and Return to List' button
Tap the blue 'Sign Off Job' button to complete the job sign off as usual.
Editing a completed checklist
It is possible to edit checklists in Admin.
To edit a completed checklist (such as correcting erroneous data input by an engineer):
Open Job in Edit mode
Scroll down to Checklists
Click the blue pencil icon next to the completed checklist
Fix any erroneous answers
Click 'Update'
Downloading completed checklists
To download all checklists for a job, click the 'All Checklists' button at the top of the Checklists pane.
To download an individual checklist, use the PDF icon in the right hand column of the checklists table.