04 Jobs and crew Entry 57 Office
Attach the right checklist to every job
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“Put our commissioning checklist on every heat pump install, so the crew sees it when they arrive.”
- You text“Put our commissioning checklist on every heat pump install, so the crew sees it when they arrive.”
- It readsYour job board, Google Drive or Notion where the checklists live.
- What stays yoursWhat's on the checklist. Which jobs need which. The size that makes a quote "commercial".
- You getThe right checklist on every job without anyone remembering to attach it.
- What it does
- You keep your checklists (the install steps, the safety sheet, the commissioning list). It attaches the right one to every job of that kind, so it shows on the crew's phone when they arrive, and it tells you when a job finished with the checklist not done. For commercial bids, the full bid checklist is entry 78.
- What stays yours
- What's on the checklist. Which jobs need which. The size that makes a quote "commercial".
- What it connects to
- Your job board, Google Drive or Notion where the checklists live.
- What you get
- The right checklist on every job without anyone remembering to attach it.