Adding Action Lists to Job Sheets

Actions lists in Clik Service can be used in a variety of different ways.

Action lists on job sheets allow you to create procedures or checklists that give you an overall percentage of how much work has been finished. These can be used internally – for example, as a process to ensure all areas of the job sheet are correctly filled out before sending your invoices.

They can also be used remotely in Clik Remote if needed, allowing engineers to fill in details as they complete their work.

Before You Start

You will need to set up your action list first. See how to create new action lists here.

To add an action list to a job, open the job sheet and select the ‘Action lists’ tab.

From here click on ‘New’.

Select the required action list.

The action list will then load items on the right-hand side of the window.

Each item can be checked off as complete by selecting the drop-down answer or ticking the ‘Complete’ box.

With each item completed or answered, the percentage completed for the overall action list is displayed on the job list, so you can have a better idea of how much work you’ve done.