Customer Checklist

Overview

The “Checklist” tab lists items force certain items be reviewed and completed before being able to proceed to create an order for that customer. Checklist items are initially created in the setup module>check list tab for orders, personnel, job site, and customers. Checklist items can be added, marked completed, or if recent checklist items have received changes, reloaded.

Open

If an incomplete checklist item exists on one of the above options, the software will notify you of the issue, and in the customers case, not allow you to create an order using that customer.

Open

Detail

Steps:

-Right Click in the white area under checklist

-Click mark completed to stamp an item as completed with your name and timestamp

-Click reset item to revert the item to incomplete

-Click reload items to load any recently created checklist items