Well-built checklists give crews a clear process for completing work and documenting what happened on the job. Start with these three questions to decide what belongs in your Checklists, then use CompanyCam Checklists to put that process into the field.
Checklists can cover everything from required job photos to equipment checks and installation steps. Once you know what needs to happen, you can create a repeatable process your crew can follow across projects.
You also have more ways to create a Checklist than starting from scratch. CompanyCam AI can turn voice instructions and existing content into organized tasks, while Checklist Templates can save repeatable processes for future projects.
Are there standard practices you need to follow?
Start with the work that follows a consistent process across jobs. Safety checks, equipment inspections, manufacturer requirements, and required documentation can all become Checklist Sections and Fields your crew completes as they work.
For processes you use regularly, Checklist Templates let you build the process once and reuse it across Projects. You can update the template as your process changes instead of rebuilding the same Checklist for every job.
Equipment and safety checks
Equipment Checklists can give crews a consistent process for inspecting the gear they use on the job. Depending on your work, that could include fall protection equipment, ladders, tools, or other equipment that needs to be checked before work starts.
You can also include fields for required documentation or photo proof. For more detailed processes, Advanced Checklists support additional field types that can capture information as crews complete the Checklist.
Common equipment and safety items can include:
- Inspect fall protection equipment for visible damage.
- Check ladders and other equipment before use.
- Confirm required tools and materials are available.
- Attach photos when documentation is required.
Job site hazards
A Checklist can also guide crews through a job site review before work begins. Add fields for conditions your crew should document, such as clearance issues, uneven ground, pets, access points, or other site-specific information.
Photo requirements can help create a visual record of the conditions crews find. If a task only requires someone to review information or confirm an item, you can set up the Checklist field based on the type of documentation you need.
Manufacturer specifications
Many installation jobs need to follow manufacturer specifications to support warranties and document the completed work. Turn those requirements into Checklist fields so crews can reference the process while they’re on site.
For detailed installation processes, you can build an Advanced Checklist Template around the information your team needs to collect. Include required photos or other fields based on the manufacturer’s documentation requirements.
How do you get new employees up to speed?
A repeatable Checklist gives new employees a clear process to follow while they learn how your company handles different types of work. Managers can document the steps that matter for a role or job type and give employees a reference they can use in the field.
You can also adjust Checklist Templates for different experience levels. A new employee may need more instructions or documentation requirements, while an experienced crew member may only need the major checkpoints.
An onboarding Checklist could cover:
- Required paperwork and account setup.
- Equipment or materials issued to the employee.
- Job site processes they need to learn.
- Required photos or documentation for common jobs.
- Training tasks that a manager needs to review.
Managers can also assign a Checklist to specific users. That gives everyone a clear record of who is responsible for completing the work.
How can AI help build and complete Checklists?
Once you know what belongs in your Checklist, CompanyCam AI can help turn that information into organized field tasks. With Talk to Create, you can describe the work naturally and include details about locations, required work, or documentation.
CompanyCam uses that voice input to create Checklist Sections and Fields that you can review and edit before your crew uses them. The more specific your job details are, the more information CompanyCam has to organize into the Checklist.
Create a Checklist by talking
You can use AI in Checklists when you have the process in your head but don’t want to enter every field manually. Talk through the job the same way you would explain it to someone on your crew.
For example, you could describe which areas need to be inspected, what work needs to happen in each area, and where photo documentation is required. CompanyCam AI turns those instructions into an editable Checklist you can review before putting it to work.
Create tasks from existing content
Existing job information can also become a Checklist. CompanyCam can create Checklists from Documents and supported files, making it easier to turn scopes of work, SOPs, inspections, and other work lists into tasks crews can use in the field.
A Walkthrough Note can become a Checklist, too. Walk the job while talking and taking photos, generate the Walkthrough Note, then turn the information you captured into tasks for the work that needs to happen next.
Complete Checklists by talking
Talk to Complete helps crews update a Checklist while they’re working. They can describe completed and incomplete work, and CompanyCam analyzes the voice update to mark matching Checklist Fields complete.
Crews can also attach photo proof while providing the update. The AI Checklists walkthrough shows how crews can use voice to create and complete Checklists in the mobile app.
Build your next Checklist in CompanyCam
The three questions above give you a starting point for deciding what belongs in a Checklist: the processes crews need to follow, the information employees need to do the work, and the photos your company needs to document it.
Once those requirements are clear, CompanyCam gives you several ways to put them into practice. Build a reusable template, create a Checklist from existing information, or talk through the work with AI, then review the Checklist before your crew uses it in the field.
You can also explore community Checklist Templates for ideas based on common workflows. From there, customize the Checklist around how your company works and the documentation each job requires.
