How to add a signature component to the Checklist?
The new “Signature
component” helps enhance the Job Checklist. By adding this new component
now, the user can efficiently add the Signature on the web and mobile versions.
1. Select the “Settings” module from the
left panel and tap on the “Job Checklist” under “Customer Fields
& Checklist Settings.”
2. Now “Drag & Drop the signature
component from the ‘Available Components’ section.” Once dropped, the user can
click on the icon to give a name to it, such as “Technician Signature”
or “Project Manager Signature.” and tap on the “Save Checklist” to
save the checklist details.
3. While updating the Job checklist for
the web version, select the required Signature under “Choose File” and
tap on the “Submit” button to complete the signature process.
While updating the
Checklist, tapping on the “Signature Capture” icon will prompt the user
to capture the Signature on the mobile version. Finally, select the “Submit”
option to complete the checklist update.
The technicians now capture the Signature
clearly while updating the Checklist to complete the current Job status.
How to Create a Job Checklist and custom job fields?
Job Checklists are tools that can be used to overcome the pitfalls of manual processing. This job checklist ensures that a Field Technician carries out his/her tasks in a consistent manner. Administrators or Supervisors can create checklists for ...
How to add checkbox component feature for dependent fields?
Now you can define a particular check box (customized) as a dependent field. Select the “Settings” module from the left pane and open the “Job checklist” under “Custom Fields & Checklist Settings.” 2. Select the exact “Job Category” and “Select Job ...
How to edit a saved Job checklist?
Navigation: Jobs --> Job Details --> Edit Checklist / View Checklist (Edit icon) The created checklist is now available for the modifications. The users can now edit the checklist to add/correct the details. In addition, the user can rectify the ...
How to clone a checklist?
1. Click the "Settings" module from the left panel. 2. Tap on the “Job Checklist” under the "Custom Fields & Checklist Fields” section. 3. Select the “Clone Checklist” option under the “Current Job Checklist.” 4. Select the “Job Category” and ...
How to create & manage an asset inspection checklist for the Zuper Web App?
The field service team inspects and records the asset issues or maintenance, and with our new form, this asset inspection is made easy. Navigation: Settings --> Configuration Settings --> Assets --> Asset Inspection Form Asset Management ...