A Job Closeout Checklist standardizes safety procedures, quality controls, and material counts. Enforcing checklist completion ensures field crews deliver consistent work and meet compliance rules.
Step-by-Step Walkthrough
Open the Assigned Job
Open the mobile app and tap your active job. Go to the Checklists tab.
Select the Active Checklist
Tap the checklist assigned to the work order (e.g., 'Gas Furnace Maintenance Checklist').
Check Off Inspection Tasks
Execute the physical checks on-site. Tap the checkbox for each task as you complete it.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Safety Check | Required | Power disconnected and tag-out applied. |
| Technical Value | Required | Enter numerical readings (e.g. pressure PSI, voltage). |
Upload Required Proof Photos
For items marked as 'requires photo evidence', tap the camera icon on the checklist line and upload a photo.
Lock and Submit the Checklist
Review your answers. Tap Submit Checklist. This locks the records and prevents further changes.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Mandatory Questions: The system prevents job completion if required checklist questions are unanswered.
- Values within Range: Numerical fields validate entries against thresholds (e.g., alert if pressure > 100 PSI).
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.