Use Checklist to Drive and Streamline All of Your Processes!
Ask. Answer. Act
Features Download Now (AppExchange)Ask. Answer. Act.
Learn more about Checklist in our overview video.
Industries
Capture inspection details, take photos and document compliance in real time! Set up an inspection template for each QA Checkpoint. Record compliance data. Take pictures for documentation.
Use checklist to design surveys for discovery. Create new checklist templates for each type of case law discovery requirement that you have.
Perform health questionnaires, capture vital signs, gather insurance information (including photos of insurance cards), and billing preferences all via the clean mobile interface. Extend the power of Salesforce all the way to the admissions desk.
Site Survey
- Send technicians to the job site with a standard questionnaire. Ensure that all necessary factors to estimate the job have been addressed. Take pictures of the site, or of specific equipment details so that estimates can be accurately done by skilled engineers back in the office.
Do you have a function that you do over and over? Does it have to be error free
every time? Use Checklist to make sure that you’re documenting every step along the way. Examples: Inspect a shipment of goods properly each time a truck arrives.
Set up a secret shopper Checklist. Walk through a store, document brand compliance, take pictures of non-standard branding or merchandise display issues, and submit a task for correction. Document creative displays to share as best practices with other locations.
Get your data out of forms and into Salesforce!
Checklist is a 100% native Salesforce application that empowers users by creating simple questions to drive action and accountability into your business. Use Checklist to free your teams from paper forms, re-keying of data, and transcription errors. Instantly access data in Salesforce from customer onboarding, inspections, and compliance recording. Act on that data by auto-creating tasks, capturing photos, attaching documents, and recording GPS location for each response. What will you do with Checklist?
F E A T U R E S
Process-Centered Design
helps customers use our tools THEIR way, not OUR way.
Simple, elegant solutions
enable easy adoption with minimal user training.
Clean, mobile friendly
user interface makes data entry and data review simple – even on smaller mobile devices.
Community-ready application
empowers internal users, and extends the Salesforce reach to customers, suppliers, vendors and patients.
Customer-first support model
means we help you solve a business problem – not just install our software.
Salesforce Compatible
Available to Salesforce users and non Salesforce users
Testimonials
Superior Industries Testimonial
Beth Koehl, Salesforce Platform Manager
"The IOLITE team has been great to work with. As we had ideas of things we wanted built into the system, they actually just built them in for us. The Checklist product has helped us go from a manual paper system, to something that's easy to use on the floor and easy to lookup information at any point in time."
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