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Actions in the checklist

Many checkpoints have an action that opens exactly what you need, such as Documentation or the customer details.

Written by Leif T. Rudlang

What a checkpoint looks like

A checkpoint has a box you tick, the text from the station, and below it a row with the action. Tap the row to open the action.

The checkpoint Check that it is the right car, with the action Add or correct

The actions

Document

  • Checkpoint: Take photo

  • Checkpoint: Add note

  • Checkpoint: Comment

Check

  • Checkpoint: Check object

  • Checkpoint: Check parties

  • Checkpoint: Check agreement and insurance

  • Checkpoint: Route and driving

  • Checkpoint: Read work description

  • Checkpoint: Read guidance

About the job

  • Checkpoint: Who is on site

  • Checkpoint: Key location

  • Checkpoint: Scheduled time

  • Checkpoint: Set ETA

  • Checkpoint: Priority

  • Checkpoint: About the location

  • Checkpoint: Comment to the office

Register

  • Checkpoint: Service info

  • Checkpoint: Add storage

Customer and payment

  • Checkpoint: Call customer

  • Checkpoint: Send SMS

  • Checkpoint: Send email

  • Checkpoint: Take payment

  • Checkpoint: Collect excess

Good to know

  • The action does not tick off the checkpoint for you. Tick it yourself when you are done.

  • With ⋮ on the checkpoint you can mark it Not applicable or Cannot be done, report a deviation or add a comment.

  • The station decides the checkpoints and actions in the service template. See The checklist in a service template.

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