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On-site check

Structured checklist for the on-site visit.

The on-site check (check) walks you through a structured checklist at the customer site.

Flow

Complete steps

Your workspace defines the steps — default is the Bauhow template with six sections.

Fill fields

Text, select, yes/no, numbers, and photo/file uploads.

Summary

The results panel shows all answers and uploaded files.

Customize the checklist

Admins configure steps and fields under Settings → Projects → Checklist:

  • Add, reorder, archive steps
  • Define fields per step
  • Import standard template

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