General information
You can use CHECKD to perform an inspection. You can log/register deviations and tasks that need to be handled while doing observations with the customer. Both you and the customer will get a visual representation of the observations that have been done along the way, and both you and the client can sign off on the document/digital report when you are finished. Before you can do this, you must first create a project.
Create a project
Start by logging in to web.checkd.it and create your project from there. We recommend that you use a project name that identifies with the type of project you are working on, or which phase you are in a project.
A typical recommendation could be to include a project number, a name, and something that describes the type of work that is going to be done.
E.g.: 101 - Kings Road - Pre/post-inspection. Click here to learn more about how you can create a project.
Remember to use tags to be able to distinguish between 'Items' (tasks) created when doing a pre-inspection, post-inspection, and so on. You can use several tags depending on which type of job needs attention. e.g. post-inspection, deviation, carpenter.
When using drawings, you can pin the 'Items' directly to a location.
It is recommended to upload blueprints/pictures/drawings that have a relation to the project, especially blueprints that are a part of a contract agreement.
Pre-inspection
Log in to the CHECKD Field app, open the project and find the relevant blueprint/drawing.
Go through the property and locate observations/errors/deviations together with the customer (if there are any).
Create an 'Item' pr. observation. The 'Items' should contain a descriptive title, tags, pictures, and additional instructions in the description field.
When both you and the customer are done you can generate a report there and then. It is advised to include the property or customer name in the report name so that the report is easy to identify.
The customer can read the report and sign off directly on the content if he/she agrees. You can also send a link to the digital report and you can create a PDF version as well if needed.
When the customer has left, you can assign all the 'Items' to the people that are going to follow up on and perform the tasks. When the customer returns, when it is time to do a handover, all the 'Items' should be 'fixed' (blue color) or 'closed' (green color).
Post-inspection
Log in to the CHECKD Field app, open the project and find the relevant blueprint/drawing.
All the 'Item' pins on the blueprint/drawing should now be either 'fixed' or 'closed'.
If any new deviations get observed you should register them, and remember to use the relevant tags.
Now generate a report for the customer and get them to sign off on the inspection.
You have now done everything ready for the aftermarket and further follow-up inspections (1-year inspection etc.).
You can also use the Forms Pro module in CHECKD to create checklists and protocols for the handover process. To learn more about how you can create a checklist, click here.
Read more about how to handle the aftermarket while using CHECKD by clicking here.