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Use job checklists

The Checklist tab on a job has Team, Maintenance and Triage lists you can tick off as you work.

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Written by Justin Tannenbaum

Open the Checklist tab on a job to see the checklist cards for that job. Tick an item to mark it complete. It saves right away.

Steps

  1. Open the job. You can also click Checklist on the job card in the list.

  2. Choose an inner tab: Team, Maintenance or Triage.

  3. Tick each item as you complete it.

The three lists

  • Team: your team's checklist items.

  • Maintenance: your team's maintenance items.

  • Triage: items the AI generated for this job. This tab only appears when the AI generated checklist items. You can also reach them from the service plan with the Diagnostic checklist link.

Good to know

  • If there is nothing yet you'll see There is no check-list yet. Owners also see You can edit the check-list in the Data Hub.

  • Owners create and edit team and maintenance checklists in Settings > Data Hub.

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