Build your service delivery checklist.

How to build your service delivery checklist

1. 1

   Describe the job

   Keep service deliverables and required completion evidence ready for client review.

2. 2

   Review the first version

   Choose how the service coordinator records the service job and how the completion reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your service delivery checklist

• Keep the service job in context

  Keep service job, deliverable, required evidence, reviewer, acceptance and outstanding item together so the next person can understand the request or record.

• When the next step needs a decision

  A cleaning contract requires three completion photos but only two are attached in the example. Leave the delivery incomplete until the agreed evidence is reviewed.

• Keep outstanding item visible

  Leave the cleaning delivery incomplete until the missing photo is reviewed.

• Choose what each person needs

  Give the service coordinator a working view and the completion reviewer a review view. Keep service job and deliverable attached to the decision as the work moves between them.