Industries
Industry Examples
Manufacturing QA Audits
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. Take action on defects and out of compliance items.
Testimonial
ZRS Management
Micheal Bailey-Tonini, Senior Manager of Operations and Technology
"We found that they are just as interested in finding solutions that enhance the product as we are as end users."
Legal
Use checklist to design surveys for discovery. Create new checklist templates for each type of case law discovery requirement that you have.
Healthcare Patient Intake
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.
Construction
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. Leverage the power of checklist to keep your high-skill engineers on job estimation (instead of driving around town)
Service
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: Update a patient health record once every 4 hours; Inspect a shipment of goods properly each time a truck arrives. What repetitive function do you have that could be guided by a Checklist?
RetailBrand Compliance
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.
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