Checklists
planned
G
Gowtham Jakka
Almost all businesses have checklists. A typical cleaning business has to deal with at least 10-15 different checklists and likewise the other home-services businesses - one of the use case is to have them so staff can complete jobs and mark as done each checklist that's on the end customer's name.
It's quite useful to have them as a sub-feature in GHL mapped to the Organisation, or similar to tasks perhaps? Access in mobile app will be immensely useful if this feature can be made available.
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S
Sales & Marketing
planned
R
Ryan Drake
Sales & Marketing Will this include ability to trigger automations based on checklist item completed?
S
Sales & Marketing
under review
G
Gowtham Jakka
Sales & Marketing: Have a look at one of the vendors in the market who has this feature.
It'll work great if we can create jobs and assign staff (both manually and automatically).
(Need this feature asap btw! ☝️)
G
GJ
Sales & Marketing, RevEx Group & Core Platform: Also need a web interface for managing information in lists and tables - that can be used for pricing tables and various other purposes.
Further make the information available in Workflows for math or other data operations and also sync to Google spreadsheets if required.
A
Andy Shaw
Yes please
Brandon Cody
yes, please add an estimated feature as it’s absolutely imperatives