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How to Use Checklists to Create Beautiful Reports

How to Use Checklists to Create Beautiful Reports

With field service management software, it’s possible to create customized, automated checklists that your field service technicians can use when completing their jobs. Once created, the checklist is pushed to their mobile device where they can collect data while on-site. Checklists help keep your techs on track and make sure that the job they have to do is done completely.

Additionally, checklists let your techs create impressive reports, that can be sent to the customer for review once the job is finished. Since the checklist walks technicians through specific procedures, such as security measures, for example, telling the tech to wear a helmet before starting a dangerous job, checklists are great for both your techs and your customers.

Collect Measurements

Within the checklist, technicians can collect all types of measurements from equipment such as sizes and temperatures. The data entered into the checklist is then stored in the cloud and then synced to the ERP system. This is particularly useful to guide technicians step-by-step in order to prevent mistakes. Especially, when engineers are working on complex, dangerous machines, project managers need to make sure that they follow a security protocol. In addition, checklists are also great to help new employees start working in the field quicker as they are guided by the steps that project managers lay out for them in the checklist designer.

Billing Relevant Information

Gone are the days when it was necessary to track your employees work information by hand. Within checklists, technicians can log their hours, mileage, and the materials used for every service call they complete. This will facilitate invoicing and transferring relevant costs to the customer.

Take Photos  

Let’s say, in the past, a technician had to try to visually describe or even draw by hand which part is broken on a piece of equipment or where a certain part needs to be replaced. Within a checklist, once the techs get to the task to fix that particular part, they can take photographs of whatever is broken and what they’ve fixed. The pictures can also be edited or marked to emphasize a specific problem. This can be kept as a photographic record of the service, that can be referred back to later.

Use Dynamic Checklists

Field service mobile checklists aren’t just a to-do list on a sheet of paper; they’re dynamic. Meaning that if a technician answers a certain question a certain way, then the checklist will adjust and show them the next step as it correlates to their previous answer. For example, if a technician is asked to check off whether a piece of machinery is running hot or cold, and they say hot, the next items on the list will have to do with the machinery running hot. This makes the checklist a more streamlined process since technicians no longer have to go through an entire checklist only to skip over and check off the relevant items.

Configure Checklists

Using field service software, you can configure your checklists, so that reports can be as detailed as you’d like. The report can have as much or as little as you’d like to include. Whether that means including all of the above mentioned features like measurements, photos, administrative tasks in the report or not. And since the checklists are dynamic, you can have all of the information you really need and none of what you don’t.
All of this comes together to be shown in a detailed, comprehensive report that goes beyond just numbers and figures and includes a tailored, visual look at the service that’s been done.

How to run service projects more efficiently? Read our free White Paper:

White Paper Automating Field Service Projects

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