Phases
The checklist is divided into phases. Each phase shows the items for one part of the job, so the driver sees what applies right now.
General: shown throughout the job.
Before departure: before the driver taps I'm on my way.
En route: on the drive to the pickup location.
On site: when the driver has arrived.
During transport: while the vehicle is being transported. Transport only.
Before completion: before the job is done.
Items that have not been done carry over to the next phase.
Add a checklist item
Click Add checklist item under the phase, and write what needs to be done.
Choose a Linked action if the item should open something for the driver, for example Take photo.
Leave Required switched on if the driver must complete the item. Click Save.
Add a phase
Click Add phase at the bottom of the checklist, and choose the phase. During transport can only be used on transport.
The actions
Document: Take photo, Add note, Comment.
Check: Check object, Check stakeholders, Check contract and insurance, Route and driving, Read work description, Read guidance.
About the job: Who is on site, Key location, Scheduled time, Set ETA, Priority, About the location, Comment to the office.
Record: Service info, Add storage.
Customer and payment: Call customer, Send SMS, Send email, Take payment, Collect excess.
With Send SMS and Send email you can choose a Message template and a Suggested recipient. With Read guidance you write the guidance the driver should read.
Good to know
Required items lock the driver's big button until they are ticked off or marked Not applicable.
Items that are not required are marked Optional.
With ⋮ on an item you can move it to another phase, move it up or down, or remove it.