For starters let's understand the difference between a checklist and a form.
- Checklist basically will be a list of items for the technicians to keep a track of, for example note down the manufacturing date of the material, when any material is to be replaced.
- A form is very similar to checklist ; only difference is, instead of creating a checklist , company can upload editable PDF forms, which technician can edit from iPad and save a copy.
CHECKLIST
You can add checklists for your technicians .
1. Go to Settings -> Checklist/Forms.
2. Click on "+ Add checklist".
3. Add a checklist name, the checklist item and the type of the item.
For example : If the checklist item is a motor replacement then the type can be Yes/No, so that when the technician goes through the checklist on the field they can mark it either as a Yes or No .
FORM
You can also add forms for technicians to track customer information and needs.
1. Go to Settings -> Checklist/Forms.
2. Click on "+ Attach Forms".
3. Choose a file from your system and click on Open.
The form will be uploaded onto SmartServ.
