Internal — service team
Technician checklists
Every checklist attached to a job — 9 of them, sorted by the point in the job they belong to. Each opens the same form it always has and submits to the same place. Bookmark this page rather than the individual forms, because new machines get added here.
Not a customer page. It is linked only from the bottom of the footer, and it is kept out of search results.
On-site training & warranty
Filled in with the customer at the end of an install. This is what starts the warranty.
After a repair visit
Closes out a service call — what was replaced and what the machine did afterwards.
Virtual live training check-in
The customer fills this one in at the start of an online session.
Before the install
Sent to the customer ahead of a large-format delivery, so the room is ready.
Filling one in from Compass instead
Compass carries the same list under Checklists, in the Tech group, and the form opens inside Compass — so a tech already there for a job does not have to leave it. Both routes open the same form and land in the same inbox.