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How do you manage checklists for employees and contractors? Hi everyone! Interested to hear from other business owners.How do you manage checklists and instruction manuals with your contractors? For me it's cleaning services who come into some of my businesses. I want to instruct them what to do and check their work afterwards with checklists. But as a business owner, some jobs I send employees to off-site, like yard maintenance, I want them to fill out checklists and send me photos so I can check for quality of their work. I am tying this to bonuses. I've tried paper checklists, but they are annoying because I can't see the results online and there is nobody there to double check whether they checked off all the items. Email doesn't work because it's a hassle... and annoying to go through for quarterly bonus calculations.

a year ago
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There are several digital tools and software that can help you effectively manage checklists for employees and contractors. Here are a few options: 1. Task Management Apps: Task management apps like Trello, Asana, or Monday.com allow you to create checklists and assign tasks to individuals or teams. You can set due dates, attach files or instructions, and track progress. These apps often have mobile versions, enabling your contractors to access and update checklists on the go. Example: In Trello, you can create a board for each location or job type, and within each board, create checklists for specific tasks. Contractors can mark items as complete, add comments, and attach photos directly to the checklist. 2. Workflow Automation Tools: Tools like Zapier or Integromat can automate the process of collecting checklists and photos from contractors. You can create workflows that trigger actions based on specific events, such as receiving a completed checklist or photo. This way, you can receive the information in a centralized location or have it automatically sent to your email. Example: Using Zapier, you can set up a workflow where every time a contractor submits a completed checklist or sends a photo, it is automatically saved in a Google Drive folder or emailed to you. 3. Mobile Inspection Apps: Mobile inspection apps like iAuditor or SafetyCulture allow you to create customized checklists and inspection forms. These apps often include features like photo capture, digital signatures, and real-time syncing. You can access inspection reports online and track historical data. Example: With iAuditor, you can create a checklist template for yard maintenance tasks or cleaning services. Contractors can download the app on their smartphones, complete the checklist, take photos, and submit it. The data is then available online, and you can review it anytime. 4. Custom Web Forms: You can create custom web forms using tools like Google Forms or JotForm. These forms can include checkboxes, dropdowns, file upload options, and more. Contractors can access these forms via a unique link, fill them out, and submit them online. Example: Create a Google Form with a checklist for yard maintenance. Contractors can access the form on their smartphones, check off completed tasks, upload photos, and submit the form. The responses are stored in a Google Sheet, allowing you to review and analyze the data easily. Remember to choose a solution that aligns with your specific needs, budget, and technical capabilities. Test different options and involve your employees and contractors in the decision-making process to ensure smooth adoption.

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