Give your staff the information they need to get the job done right, whether it’s their first day on the job or their 500th.
Checklists help standardize workflows, create accountability, and ensure tasks are consistent from job to job, no matter the employee. Use job checklists to train new hires, increase efficiency, and ensure top quality service on every single visit.
Site Inspection Checklists
Field techs can quickly and easily record crucial details of a job site from any mobile device, including safety inspections, site facilities, chemical tracking, accessibility, and equipment.
All site inspection checklists are completely customizable, so you can create specific instructions for highly customized jobs, or create default checklists applicable to all jobs.
SERVICE AUTHORIZATION FORMS
Use job forms to get a snapshot of key information for any of your service calls. Record the service authorization date, a breakdown of services, client approval, and more.
What are job forms and site inspection checklists?
A job form or site inspection checklist is a document service providers and field technicians use to ensure consistency and accountability in the field. Checklists can include to-dos, processes, service authorizations, or site inspection tasks.
Home service providers, such as HVAC, cleaning, lawn care, plumbing, and tree care professionals use checklists to establish clear processes so that teammates can share important information and ensure that every job is completed to the highest standard, every time, all while reducing administrative work, internal backlogs, or miscommunications.