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  5. Checklists for the service order (ems Mobile)

Checklists for the service order (ems Mobile)

Site inspections, daily property checks, daily reports, acceptance reports and much more can be completed with the help of checklists. The checklists form part of customer orders. These are stored via ems Web (how to do this: Create checklists) and are filled out in ems Mobile and sent to the customer if necessary.

The checklists are completed exclusively in ems Mobile. These can be found in the Checklists tab. All completed checklists are listed here with the date and time of completion.

The PDFs saved after completing the form can be found in the Documents tab and can be viewed there. Click on the PDF symbol to open it.

To fill in a new checklist, click on the pencil symbol above Plus.

The fields are displayed according to the stored value. Graphic files (images, photos) can also be attached to the checklist. The Image upload + text field allows you to upload images with text / comments.

If the switch for the e-mail address is activated, the PDF file is sent to the address from the field when it is saved.