Sometimes you want employees to follow specific steps when they go on a customer visit and you want to know that each of those steps were completed. For this scenario, SortScape allows you to add checklists to your visits.

To add a checklist to a visit, simply start any line in the "Work Required" field with a dash ("-"). Each line started with a dash will then turn into a checklist item when you save the visit.

For example, typing something like this:

Type a dash at beginning of each line to make a checklist

...will yield something like this when you save the visit:

When a user "ticks off" one of the checklist items it will turn green and also appear in the "work done" section at the bottom of the visit so you'll know what's been completed.

Please note that once you mark a visit invoiced then you can no longer tick or un-tick checklist items.