Summary:
Checklists in ServiceBox provide a structured way to manage and track maintenance tasks. They can be used as forms, allowing you to enter checklist items such as checkboxes, details, long notes, drop-downs, and multi-select options. They can also be customized, associated with specific job sites or units, and generate reports for easy reference and communication with customers. In this article we will discuss how to utilize checklist and report on them for preventative Maintenance.
Creating Checklist Templates:
Checklists, in our context, are not just static lists but dynamic forms tailored to your specific needs. Whether you're managing work orders, job sites, or individual units, creating checklist templates simplifies the process.
Go to the settings and access the checklist tab, where you can organize maintenance lists for different purposes, such as job sites or units.
Using Checklist Features:
During the checklist process, you can utilize features like check boxes, drop-down menus, and single-line notes. This flexibility allows you to document details efficiently, ensuring that every aspect of the task is covered. The information entered is not only saved but can also be printed on invoices or work orders for transparency.
Here is the link to create a checklist: https://support.jobboxsoft.com/a/solutions/articles/19000106906
Applying Checklists to Work Orders:
The magic happens when you apply these checklists to your work orders. With a few clicks, you can associate a checklist template, such as "pre-season maintenance," with a specific task. This creates a default checklist with a sequence of steps and various items that need attention.
- Go to Work Order
- Click on the Checklist tab
- Add checklist
- Select the template to attach th checklist to the work Order
You can also print the checklist on the invoice or work order, and the information is stored and related back to the customer and job site.
Generating Reports:
Creating a checklist is not just about completing a task; it's about having a record of your maintenance history. With a checklist report, you can easily retrieve all the entered values for a specific customer, job site, or unit. This provides a comprehensive overview of the work completed over a defined period.
To create a report, go to the Reporting and select Checklist Report
- Select a customer, User, Report type and Checklist
- Enter the Start and end date for the report
- Click on "Generate'
Historical Insights:
Checklists go beyond immediate reporting needs. They offer a valuable historical perspective. You can revisit previous checklists for a job site or unit, allowing you to track the maintenance history comprehensively. This feature is not limited to individual work orders, providing a broader view of your customer's maintenance journey