Do you have recurring tasks to complete and want to provide a checklist for your employees? Simply create predefined task lists for your Work Orders / Visits. Here’s how to do it.
Creating a Predefined Task List
Go to your account settings and navigate to the Work Orders / Visits section.
Click the + next to Predefined Task Lists, then name your list and add each desired task.
You can also, in your Work Orders / Visits settings, determine whether these tasks should be visible to customers on your work orders in the Work Order Content section.
Using Task Lists in Your Visits
Once your lists are created, you can import them into your visits in just a few clicks:
Go to the Add-ons section and click Add Area/Task.
Name the area as desired, then click the + on the right side of Tasks.
You can then add tasks specific to that visit or choose to add a predefined task list from your settings, which your employees can check off to confirm task completion: