Help Center

Checklists

What are checklists?

Checklists are lists of tasks that operators must complete during an appointment. They are very useful for ensuring that all key steps of a procedure are followed and nothing is forgotten.

How do checklists work?

When an appointment has a checklist assigned, the operator can see the list of items on the appointment screen. Each item can be marked as completed by tapping on it. The checklist progress is visible to the entire team in real time.

Creating checklists

Checklists can be added to appointments in two ways:

Manually

When creating or editing an appointment, you can add individual checklist items one by one. This works well for one-off tasks.

Using templates

For recurring work (maintenance, installations, inspections), you can create reusable templates:

  1. Go to Settings > Checklist Templates.
  2. Click Create Template.
  3. Add a name and the items that should be checked.
  4. Save the template.

When creating an appointment, you can select one of your templates to automatically populate the checklist.

Checklist permissions

According to the Permission System:

  • Users with restricted access can complete/uncomplete checklist items only if they are assigned as an operator for the appointment.
  • Users with management or full access can create, edit, delete templates and complete items on any appointment.

Checklists and work reports

Completed checklists provide valuable traceability and can complement the information included in Work Reports.