Checklists
Checklists: qualification, consultation, site documentation
Build a checklist for each project phase out of blocks, or have AI generate a template.
Configure the lead qualification checklist
Configure the qualification checklist that runs on the request, the structured data-capture form your team uses when a new lead is qualified by phone or in writing.
Configure the offer consultation checklistAI feature
Configure the consultation checklist, the structured consultation record that runs on the offer: the form your consultants work through during the on-site appointment, adaptable to your team's process.
Configure the site documentation checklist
Configure the site-documentation checklist (Baustellendokumentation) that runs on the installation, the on-site record your field workers fill from the Mobile App, and re-merge template updates onto in-flight projects when the template changes after you've already started.