Here's how to set up a Checklist within a service:
Go to Products/Services in the side menu, click into a category and into a service
Click "Checklist" in the top row
Click 'Edit' and enter your standard operating procedures for this service (each line is limited to 200 characters)
Once entered, you can drag and drop each step to rearrange
Once finished, click the green checkmark in the upper right to save
You can use the 'Copy' button in the upper right of each Checklist to copy the Checklist to other, similar services, making minor adjustments, if necessary
Here's how to use your checklist for services:
Click into the job and the checklist will be listed below each line item
Click into the checklist and begin to check off each step
As an employee completes each step, it will include a time/date stamp as well as the name of the employee that completed that step
For Admin: this gives visibility to know who was working on what, where they are at in the process, how long they were taking, etc. (the line item will also include the status of the checklist....see screenshot)
For Staff: it ensures they are doing everything they are supposed to be doing and in the correct order so no steps are missed (checklist can be paused and resumed at any time in the process)
The checklist will stay with that job through completion and beyond
NOTE:
Once checklists are added to a service, they will not apply retroactively but only to jobs from that point forward
To apply them to older jobs, you must replace the line item with the new line item that includes the checklist
You can toggle on "Required" at the top of the checklist once you click 'edit' to make all steps in the checklist required before the job can be "Completed"
