You must have the Visit checklists setting enabled for this feature to work
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 was 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 that 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
Once you mark a visit invoiced then you can no longer tick or un-tick checklist items.
If the checklist items are not getting added to your visit after saving, make sure you are entering the checklist items in the "work required" field rather. (Sometimes people mistakenly add their checklists to the "General Instructions" field.)