Assembly, service or maintenance – Technicians are always dependent on checklists and forms.

Despite digital job planning, many companies still work with classic forms as PDF or in paper form. The consequences are non-transparent documentation and media breaks. WorkHeld provides a remedy here!

Digitalisation of checklists and documents

Checklists and documents can be easily created as digital checklists in WorkHeld and saved as templates. With just a few clicks, the checklists can then be attached to a work step so that the technician knows immediately what to do.

Each checklist in WorkHeld can consist of any number of points, which either specify that the performance of certain activities must be confirmed or that specified measured values must be recorded. It is up to you to decide how much leeway is left to the technician when working through the checklist. Individual points can be marked as obligatory or already specify which measured value must be recorded when, how and where. Of course, the technician can also add comments at any time.

Advantages of digital checklists

Digital checklists and documents are much more flexible and adaptable than forms in paper format! Changes or updates can be made without much effort and synchronized with all technicians. It is just as easy to map different versions of a specific document to reflect differences between machine types or country-specific laws.

In WorkHeld you can create any number of different checklists and edit or extend them at any time. The technicians always have the correct and actual version of a checklist at their disposal.

Reports with digital signature

Technicians can easily generate reports from the checklists in WorkHeld and have the customer sign them directly on site. Working hours, expenses or defects including photos can also be included in the reports. The header and other information in the report is automatically taken from the order information and the technicians do not have to fill it out manually again and again. This saves time and prevents errors.

You can easily find out whether WorkHeld is the right solution for you! Contact us – we will discuss your requirements with you.