Checklists
Check it now! Know it all!
With the digital checklists, you can easily carry out work steps, test instructions, SOPs (standard operating procedures) or test protocols and ensure the results. You can also create individual work instructions using drag & drop.
Increase your productivity, capture data and knowledge from the field and find the right solution for every challenge.
”The checklist functionality is an important key to the end-to-end digitalisation of service processes. It enables data and status information to be recorded in interactive work instructions and seamlessly transferred to FSM and CRM systems. This allows us to optimize commissioning and maintenance for our customers in an efficient and future-proof manner.“
Cornelia Mockwitz // CEO // T3 GmbH
For your use cases
Assembly and installation
- Step-by-step instructions with images, videos and linked knowledge articles
- Exportable documentation for customers
- Collect and record on-site information
Commissioning & Site Acceptance
- Structured tests for a reliable commissioning process
- Recording and evaluating additional information
- Integration into third-party systems such as CRM, ERP etc.
Claims and complaint management
- User guidance for customers and partners
- Collection of structured feedback
- Machine-readable protocols
Inspection and maintenance
- Scheduling of inspections
- Evaluation of maintenance documents
- Collecting and recording defects
Sound on!
Increase productivity with checklists from Empolis
All features at a glance
Digital checklists
Standardized processes in no time
Work through all processes step-by-step and ensure complete documentation. Seamless integration into the Empolis Service Express knowledge base provides you with additional information or tips for the successful fulfillment of your work instructions. Keep an eye on completed process steps and your results at all times with intelligent user guidance.
Checklist editor
Create checklists via drag & drop
Create questions and work steps intuitively in the checklist editor. You can create your checklist with just a few clicks using drag & drop. Predefined answer types such as free text fields, numerical fields or multiple-choice queries allow you to create checklists quickly. Give your employees, customers or partners the option of uploading videos or images to complete the documentation.
Protocol
Use knowledge from the field
Use checklists as PDF reports for your employees. Employees or customers can check the protocol in the mobile app and then sign it online. Let the captured knowledge flow back into your knowledge cycle by reusing information, images or videos and making them available to other employees as knowledge articles.
RESTFUL API
Seamless integration into existing systems
Thanks to the open architecture of our software solutions, you can easily and securely connect existing systems via the REST API. Use information from ERP, MES or CRM systems for your maintenance processes and use the results in QM systems, analysis tools or our knowledge management solution Empolis Service Express.
The unique combination of checklists and knowledge management
Reuse knowledge
Use information captured from your checklists to evaluate valuable knowledge from the field and make it available to other employees.
Offline availability
Automatic data synchronization ensures that your checklists and necessary documents are always up to date and are also available offline.
One checklist several languages
With the integrated translation function, you can make your work instructions or test protocols available in different languages.
One checklist for all information
Carry out the necessary process steps and get the right additional information you need to carry them out via linked knowledge articles.
Digital continuity
Reduce paperwork and run through your work instructions. Create a digital protocol that your customers can sign via the app.
Increase efficiency
Increase quality and process reliability by defining standardized workflows and making it easier for new employees to get started.
Free consultation appointment
Taking off as a team!
Let’s discuss together how artificial intelligence and modern knowledge management can make your service even more successful.
Patrick Sand
Head of Customer Success Management
