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A checklist template attached to an appointment becomes the form the technician fills in on site. The engine picks the piece of equipment it belongs to: the customer’s equipment of the template’s type, preferring one already on the work order, and otherwise the one installed most recently.

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Before you start

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Steps

1

Attach the template

On the appointment in Zoho, add the template in the Checklist list. The Service calendar widget does this when it books.
2

Save the appointment

Save. The engine turns the list into a form on our side.

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How you know it worked

  • In the app the technician sees the checklist on the work order, under Forms.
  • The equipment the form was matched to is also linked to the work order.

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Good to know

  • Removing the template from the appointment removes a checklist nobody has started. One that is in progress or completed stays.
  • Cancelling the work order removes every checklist on it that was not completed.