ServiceBox #1 The Best Service Business Software

Safety Checklist in Field Service Management Software

Share on facebook
Share on twitter
Share on linkedin
Share on reddit
Share on pinterest
Share on whatsapp

ServiceBox is a company based around efficiency and helping others to maximize their profit margins but we also fully understand the value of healthy employees. We would like to take this opportunity to share how to best set up a safety checklist for your company, which is an important element of any Field Service Management Software.

Checklists are a power tool within ServiceBox as they are easily tracked thus can be recorded in the form of Reports. To set up a checklist simply select the “Settings” tab below the down arrow beside your name. Next, select the “maintenance” option on the right. Once at this new screen, you can create a new list by clicking “Add list”. This new checklist, once added to the work order can be made such that it is mandatory to be filled out to close the work order or optional.

There are a few different types of checklists we can create here based on the type of input. For example: if one wishes to track what hazards apply to any given jobsite, they would want to use a “multi- select” line, this way the field user can choose: yes, or no for the given line if it applies. If one wishes simply to ensure their field technicians are applying the checklist, a simple “checkbox” can be used as all will be checked to close the work order.

Reports on the newly created safety or hazard assessment checklists can be created based on user, jobsites, time periods and more in the Reports tab.These reports are key for pulling up information if ever there was an incident and or for verification (audits) of proper safety procedure and meeting protocol.   Why? <Add Snapshots for this>

It is our hope that this tool reduces the current use of paper hazard assessment sheets and data entry or can be used to implement new safety regulations.

Safety Checklist

Sales & Service
1-888-727-4983

Get a full demo of our software

No Obligation Demo

One Month Free

Free One on One Support

As Low as $20 / user

SHARE THIS ARTICLE

Share on facebook
Share on twitter
Share on linkedin
Share on whatsapp
Share on pinterest

Ready To Grow Your Service Business?

See how ServiceBox can help empower your business. Book a Demo and Get the 1st Month Free!

Articles

More Articles

Who is Tim Hildebrand?

Tim Hildebrand is based in Burbank, CA, and handles our social media accounts. He also works in our marketing department as head copy writer. We thought you might like to hear a bit about the man behind the Instagram… SB: Hey Tim, thanks for taking the time to chat with us. Tim: For sure. SB:

Read More »
Camera Accessory - Mobile device

ServiceBox is Looking for Brand Ambassadors

ServiceBox has begun working with social media influencers, and are in negotiations with some heavy hitters. But our product is so much more than just a polyethylene water bottle or $200 pair of sunglasses, and there’s special value in partnering with influencers who already know our product, and whose target demographic aligns with ours. So

Read More »

ServiceBox MarketPlace is Here

Starting this Fall, ServiceBox is introducing a new bundle of complimentary features. It’s called “ServiceBox Marketplace”, and it’s designed to take your company’s online presence and marketing to the next level. Here’s some of what it can do: Reputation Management: Connect your Facebook, Google My Business, and Google Analytics accounts to Marketplace so you can respond

Read More »

Meet Krushna Kulkarni

Krushna Kulkarni joined ServiceBox after immigrating to Canada from India, so he’s adjusting to a lot more than just a workplace environment. But he has done a marvellous job and is quickly establishing himself as an irreplaceable member of the ServiceBox team. We sat down with Krushna this month to ask him how it’s going.

Read More »

Checklists on Recurring Workorders

You asked for it, and here it is. You can now assign any checklist to generate automatically on a recurring workorder. Here’s how it works: Click on “Recurring Work” in the left vertical menu and choose any of the recurring work orders that appear in the column to the right. Within the recurring workorder, click

Read More »

Our New Feature Request Page

One of the things we LOVE is to get real-time information from our customers about how to make our product more relevant to the different service industries. Sometimes a suggestion will be so company-specific that we’ll devise the feature as a special order product for that company and add it to their account only. But

Read More »

Get content likes this sent directly to your inbox!