Checklists and forms designed especially for field service businesses

With such highly technical work, it is essential to keep everyone organized and on task. Checklists help ensure that your technicians are all performing work to the same high standard and can be customized at anytime to meet your business's evolving needs.

Book a demo

Checklist feature in commusoft's job management software

Each customer is unique. Their particular requirements, especially for larger projects, can be complicated and difficult to track. Custom checklists help your technicians provide the exact service required by even your most demanding clients.

Provide a custom service with checklists

Go paperless

Your technicians have always taken down notes and created lists relating to their jobs, but it’s often been on pieces of paper. Paperless job management software safely stores checklists and all your other vital data in the cloud, accessible from anywhere.

Greater control

Be more precise than ever and rest assured that all of your customer's needs have been answered, thanks to a completed checklist stored alongside the job record.

Branded checklists

Checklists are branded PDF documents that can be easily sent to your customer. The customer's name, relevant addresses and any captured signatures will be automatically added to the checklist.

Signed custom checklist commusoft's job management software

Never lose track of custom paperwork

Once the work has been carried out and your technician’s mind is already on to the next job, it’s all too easy to forget to finish up the paperwork. By providing a convenient digital checklist, you can easily complete it as you go about your work in the field with your mobile device. Once finished, have it immediately signed-off by the customer and the checklist will be made available for office staff to review via the web app.

Custom checklist example commusoft's job management software

Instantly send to customers

Once a checklist is complete you can instantly email an electronic PDF version of the full document to your customer. If you’ve set up your company color scheme, you can provide branded documents that increase brand awareness and demonstrate your professionalism.

Adding questions to custom checklists commusoft's job management software

Ultimate flexibility

These checklists are yours – and can be as complex or simple as necessary. You could create a custom checklist for a specific customer, a particular type of job, or even as forms for internal management. It’s entirely up to you. We provide different options for question structure, including text, checkboxes, dropdown menus, and more.

Custom checklist web view commusoft's job management software

All your records centralized

Thanks to Commusoft’s comprehensive customer database and work order management features, all actions and documents are stored in the system against the appropriate customer and job. Your completed checklists will be available in the work history, so your office staff will always be fully informed when it comes to booking in new jobs and discussing previous work with customers.

From the Blog