Checklists are step-by-step digital inspections for your team to follow during fieldwork. These can be used in three main ways:
On an Asset – Check the condition of a specific machine or equipment.
Example: Inspect a coffee machine, forklift, or aircon unit.As Part of a Job – Used during service, installation, or delivery jobs.
Example: Fill out an installation checklist when setting up equipment at a site.At a Site – Check the overall condition or safety of a location.
Example: Do a site safety check before starting work.
Did You Know? FieldEx checklists can trigger automatic updates like changing an asset’s status or scheduling a follow-up job based on answers provided in the field. |
What are Checklists in FieldEx?
A checklist in FieldEx is a digital form your team uses to follow the correct steps during field work such as during installations, inspections, servicing, or safety checks. It helps ensure that tasks are completed properly. Based on the answers, a checklist can also trigger follow-up actions.
For example, if a checklist is used to inspect a vehicle, it can automatically update the meter reading and change the asset’s status immediately based on the technician’s input.
Examples of Checklists You Can Set Up in FieldEx
Checklist Your Field Ops Can Do | Business Operation |
Installation Checklist – Confirm setup steps, run tests, and verify successful installation. | Equipment Deployment |
Preventive Maintenance Checklist – Check components, record part replacements, log findings. | Routine Servicing |
Return Condition Checklist – Inspect condition, note damage or missing items. | Returns or Offboarding |
Daily Safety/Audit Checklist – Staff confirm readiness (e.g., tools checked, PPE worn, site cleared). | Start-of-Day Readiness |