Feature Announcement: Keep Crews Aligned and Jobs on Track with Updated Checklists

When you're managing multiple job sites, coordinating crews, and meeting compliance requirements, the last thing you need is added complexity. Fieldwork moves fast, and without a reliable way to guide and document daily tasks, crews can easily miss steps, fall out of compliance, or duplicate efforts. 

That’s why we built the Checklists feature in our ERP platform in the first place: to help teams standardize processes, meet compliance requirements, and keep jobs running smoothly from dispatch to wrap-up.  

Previously, you had two options: consolidate all tasks into one lengthy checklist or rely on crew members to manually manage multiple lists across disconnected tools. Neither approach ensured compliance nor provided clear documentation.

 Our Checklists feature in Rapid ERP already helps crews stay consistent and compliant, and now, it’s getting a major upgrade with the introduction of Multiple Checklists.  

This powerful enhancement gives crews more control on complex job sites, enabling them to complete Job Safety Analyses (JSAs), equipment-specific inspections, and customer documentation workflows separately but in one centralized place.  

Wherever your teams are working, this update makes it easier to follow local safety rules and prepare for audits without combining or editing checklists manually.  

In short, our Checklists feature isn’t a band-aid solution. With this update, you can assign multiple checklists to a single job, unlocking a smarter, easier way to stay organized and help your crews meet job requirements. 

Why We Built It 

What's New

In addition to completing DVIRs, here’s what else you can now do with Checklists: 

• Assign multiple checklists to a single job. From the Add/Edit Job Information screen, you can select multiple active checklists. Required checklists must be completed before submitting the job ticket.
• Customize default checklists by customer, truck, or job site. Reduce manual setup by assigning defaults to customers, equipment, and jobsites.  
• Track checklist status in ROTG. Operators will see all assigned checklists, along with indicators showing whether a checklist is completed, required but incomplete, or optional.
• Add checklists mid-job. Operators can add additional checklists from ROTG if a new situation arises (such as encountering overhead power lines or changing site conditions).
• Print assigned checklists as needed. Print all, some, or only the required checklists to support field documentation.