Adding a Customer Checklist

Telstra Trades Assist allows you to add a checklist that presents your workers with a list of tasks or questions at various stages of a job.  By adding a checklist to a customer, you can tailor the questions or tasks to suit the customer’s unique requirements.

This article will show you how to add an existing checklist to a customer.

Tip: Learn how to create a new checklist here

 

Adding a Checklist to a Customer

  1. Click mceclip0.png from the Side Menu
  2. Click mceclip1.png in the top right hand corner
  3. Click mceclip2.png
  4. Click mceclip3.png and type in the name of the checklist. As you start typing, matching checklists are displayed

mceclip4.png

  1. Click mceclip5.png if you need to create a new checklist
  2. Click  to add an existing checklist

 

Deleting a Checklist Associated with a Customer

  1. Click the customer you need to delete the checklist from
  2. Click mceclip6.png 
  3. Click mceclip9.pngbeside the checklist to be deleted

mceclip8.png

  1. Click mceclip7.png once a checklist is either added or deleted to save the changes made
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