Summary


The checklist screen plays a vital role in various areas of the platform, including units, job sites, and work orders. With the new update, users can expect significant changes and improvements as ServiceBox adapts to a new language.  


If you have a checklist linked to a Unit within a Job Site, Job Site or Work Order, the respective screens will display the fields you have set up in the Checklists settings tab. You can choose to show all or some of your custom fields or any default unit fields on the checklist screen.


Units Checklist Screen


When you navigate to the units tab within Job Site, you will notice the checklist tab. This screen has undergone a complete rewrite to provide a better user experience. The changes align with the new language adopted by ServiceBox.


Access the Units Checklist Screen:

  • Log in to your Service Box account.
  • Navigate to the Job Site section.


  • Click on the Unit



  • Look for the checklist tab within the Units screen.



Customizing the Default Checklist List for Units


A significant enhancement to the checklist list screen is the ability for users to customize the displayed information. By accessing the settings tab, users can define which details they want to see in the Checklist list screen. Under the "Display Unit Fields in Checklist List" section, users are presented with three options: location, service interval, and contract information. These options can be easily included in the unit list view by checking them off in the settings.  


  • Go to Settings
  • Click on Unit tab
  • Click on the checkbox next to the field you would like to be displayed on the Unit List screen.



  • You will see the fields displayed on the Checklist screen for Units as shown below.


Customizing the Custom Fields Checklist for Units

In addition to the default fields, users can also leverage custom fields to further enhance the Checklist screen. Custom fields can be defined based on specific business requirements, allowing users to capture and display unique unit information such as make, model serial number etc. When custom fields are set up on the Unit level, users can choose whether to display that information on the Unit list screen.


  • Go to Settings
  • Click on Unit Tab
  • Click on Custom fields
  • Click on Edit button besides the name of the field you would like to display



  • Click on the checkbox "Display On Checklist"


  • You will see the custom fields displayed on the Unit List screen as shown below



Consistency across Job Sites and Work Orders


The same customization feature is also available at the Job Site and Work Order levels. If you have a Checklist linked to a Unit within a Job Site or Work Order, the respective screens will display the fields you have set up in the settings tab. You can choose to show your custom fields or any default unit fields on the Checklist screen.


Access the Job Site Checklist Screen:

  • Log in to your Service Box account.
  • Navigate to the Job Site section.
  • Click on the Checklist tab



Access the Work Order Checklist Screen:

  • Log in to your Service Box account.
  • Navigate to the Work Order section.
  • Click on the Checklist tab



For further assistance or inquiries regarding the Checklist List Screen, reach out to the dedicated support team at [email protected]