Customize the Service Checklist (App)

To learn how to customize the Service Checklist in the Skimmer app, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

1

Let’s start with customizing the universal checklist. Go to the Settings tab and tap on Service Checklist. To add a new one, tap the Plus at the top right.

2

Description is what you will see on service checklist before this task has been performed. Description When Complete is what you’ll see after the item has been marked as completed, and it’s what the customer will see on the service email. You also have two toggle options. First, require that this item be marked as completed before the tech can finish the route stop. Second, require the tech to provide a photo for this checklist item before it can be marked as completed.

Tap Save when finished, and you'll see your new checklist item has been added.

3

To change a task, tap the item and you’ll get that same edit screen. Change whatever you like. When you’re done, click Save.

4

To arrange the checklist in a certain order, tap and hold an item, slide and drop. Once your edits are complete, perform a sync to make sure the changes are pushed to the cloud right away.

5

To delete a checklist item, swipe left to reveal a trash can icon. Click, confirm, and it’s gone. Any checklist item you delete will also remove it from service history. 

6

You can also add tasks a single location. Go to the Customers tab and choose a customer. Tap on the tab for the body of water. Here you'll see a box for Service Checklist items. Anything you add here will only apply to this body of water. Tap Add. On the edit screen, enter descriptions for before and after completion. You also have toggle options.

Click Save. You can also edit or delete these when needed.