Skip to content
English
  • There are no suggestions because the search field is empty.

Checklists

Checklists is a tool in our mobile app that anyone on site can use to help capture and document all of the necessary information for their use case.

 

Creating a new Checklist

There are a few different ways to create checklists based on what workflow works the best for you

  • Mobile App - Enter the project, tap on Site Data, tap on Checklists. Tap the blue button on the bottom right and select which checklist template you wish to use.
  • Scanifly Website - Click into your project, then click on Site Data, and Checklists. If there is an existing checklist, the "New Checklist" button will be on the upper right side of the screen. If no checklists exist, it will be on the upper left.
  • API - Scanifly is able to work with select CRMs to allow for automatic checklist creation upon certain pipeline stage changes or actions completed on the CRM side. Please contact us at hello@scanifly.com if you have any questions.

Checklist Completion Progress

While completing the checklist, you can track the number of required fields that have been completed by tapping the blue button on the bottom right and viewing each section and the number of required fields there are in each one. 

Checklist updates happen in real time within the project, and can be reviewed in an office for QC while the field operator is still on site. 

Tip

"Measure twice, cut once" in site surveying means collecting as much data as you can in the beginning, to avoid having to return to site to answer a designer or AHJ's questions. Take advantage of the notes section to make sure any extra info that is not covered by a field is still collected.

Completing your Checklist

Once you have filled out every required field in your checklist, you can click on the blue "Submit" button on the top right. This will enable web users to export the final PDF report. For those users, enter the project and open up the Checklists tab, then the completed checklist form, and click on the PDF button in the upper right hand corner. 

If you have any questions about our Checklists feature, or wish to take a more in depth look with us, please reach out to hello@scanifly.com.