Overview
WIZniche Checklists is a feature designed to streamline workflows by allowing users to create, customise, and assign checklists to specific services, appointments, quotes, and invoices. This ensures that business standards are met by providing technicians with clear, actionable tasks.
How to Use Checklists
Creating a Checklist
Access the Checklist Settings:
Navigate to
Settings > Company Settings > Checklists.
Create a New Checklist:
Click the + New button.
A pop-up form will appear for checklist creation.
Enter a Checklist Name:
The first field in the pop-up is for the Checklist Name.
Provide a descriptive name that reflects the purpose of the checklist.
Add Checklist Items:
After naming the checklist, add the desired items:
Text Field: For detailed notes or observations.
Pass/Fail Flag: For outcome evaluations.
Checkbox: To indicate task completion.
Add as many fields as required and customize them by clicking on the + Add Item button.
Preview the Checklist:
Use the Preview Checklist button to see a live, interactive preview of the checklist.
Ensure the layout and functionality match your requirements.
Additional Options
Once you click Next, additional checklist settings will appear for automation and advanced configurations:
Prevent Job Completion Without Checklist Completion:
Toggle this setting to ensure jobs cannot be marked as "Completed" until the checklist is finished.
Automatically Add Checklist:
Use checkboxes to assign the checklist to specific workflows:
Quotes
Invoices
Appointments
Service-Based Checklist Assignment:
Use the dropdown labeled Select Services to choose specific service items that trigger this checklist.
You can select one or multiple services from the list.
Finalize Settings:
After configuring all options, click Save to complete the checklist setup.
Note: Users with edit permissions for appointments can manage checklists by adding or removing them.
Adding Checklists to Appointments, Quotes, or Invoices
Click on + Create:
Navigate to the specific appointment, quote, or invoice.
Add Checklists:
Scroll to the Checklist Section (below Attachments).
Use the Add Checklist button to select and attach one or more checklists.
Technician Interaction:
Assigned checklists will appear with the tasks and fields added.
Technicians can:
Input text.
Mark tasks as pass or fail.
Check off completed items.
Checklist List Page
The Checklist List Page allows users to view, manage, and organize their checklists. This page provides an overview of all created checklists and includes options for editing and deleting.
Access the Checklist List Page:
Navigate to
Settings > Company Settings > Checklists.
Checklist Overview:
The page displays all existing checklists in a table format with the following columns:
Name: The name of the checklist.
Items: The number of items in the checklist.
Required: Indicates if the checklist is mandatory for job completion.
Autoload: Indicates if the checklist is automatically added to assigned workflows (Quotes, Invoices, or Appointments).
Actions: Buttons for editing or deleting a checklist.
Search:
Use the search bar at the top of the page to quickly find a specific checklist by name.
Create a New Checklist:
Click the + New button in the top-right corner to open the checklist creation form.
Edit a Checklist:
Click the pencil icon under the Actions column to edit an existing checklist.
This opens the checklist creation form, where you can:
Modify the checklist name.
Add, remove, or update items.
Adjust additional options like service or workflow assignments.
After making changes, click Save to update the checklist.
Delete a Checklist:
Click the trash can icon under the Actions column to delete a checklist.
Confirm the deletion in the pop-up to remove the checklist permanently.
Pagination:
Use the pagination controls at the bottom of the page to navigate through multiple checklist entries if the list exceeds the default items per page.
Role-Based Permissions
Edit Access:
Users with edit rights for appointments can manage checklists.
They can add, delete, or modify checklists as needed.
Conclusion
WIZniche Checklists simplify task management by creating structured, actionable workflows for your team. By leveraging customizable fields, role-based permissions, and automated triggers, your business can maintain high standards and improve efficiency.