Assignment rules are important in automating your jobs. Once your Assignment Rules are set up, jobs will be created and sent to your selected service providers each time a new booking is created. You…
Checklists are the ‘to-do’ lists sent to service providers detailing each task that needs to be completed on a job. A checklist allows you to specify the room in which a task needs to be completed, a…
As a service provider company, you may want to reassign jobs to employees on your account. This feature is very important as it allows for proper scheduling among your team. For example, if an employ…
These help guides are dedicated to Property Managers to navigate through the functionality of Checklist in making their workflow as efficient as possible.
22 articles by 1 author
These help guides are dedicated to Service Providers to navigate through the functionality of Checklist in making their workflow as efficient as possible.
14 articles by 1 author
These articles cover the minor but mighty aspects of updating and refining your account level details as well as changing your notification settings to ensure the appropriate alerts can be received.
5 articles by 1 author
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