Customize the Service Checklist (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Step-by-step instructions . . .

1

Select Settings > Service Checklist > Add Checklist Item.

2

Enter Description > Description When Complete > Require checklist item to finish stop (optional) > Require photo to complete checklist item (optional) > Save.

Note: Description is what will be displayed on the route stop before the task is performed. Description When Complete will auto-populate once the task has been completed, and is

3

Click the Edit icon to edit a checklist item and click Save.

4

To reorder the  Service Checklist, click, hold, drag and drop the 3 lines next to the checklist.

5

Click Trash Delete to remove a checklist item.

Note: Deleted tasks will be immediately removed from any/all active routes, including service history. This action cannot be undone and/or restored once selected.

6

To customize a Customer’s Service Checklist, select Customers, and click customer name.

7

Select the Pool tab and scroll down to the Service Checklist, and click Add.

8

Enter Description > Description When Complete > Require checklist item to finish stop (optional) > Require photo to complete checklist item (optional) > Save.

9

To edit a checklist item, click the Edit icon and Save.

10

To delete a checklist item, click the Trash Delete icon and Delete.