Why Connecteam is the Best Daily Checklist App in 2021

Connecteam
Rea Regan June 9, 2021 9 min read
Connecteam's checklist feature

Quick Guide

    Every business implements working processes and relies on information flow related to those processes. The pre-drive checklist, the supervisor inspection report, and the vacation request form (to name a few), are all essential to running your business. 

    It’s no wonder forms, checklists, reports, and audits are a big part of every business’s day-to-day. The use of such workflows makes it easier to standardize the business, oversee execution, and improve the overall efficiency of the business.

    As a result, today we can see that more and more businesses are moving to a checklist app.

    What’s a Daily Checklist App?

    A daily checklist app is a digital tool that helps managers streamline and automate operations, coordinate daily tasks, and run all day-to-day business operations. Usually, all your employees are expected to carry around stacks of paperwork and folders just to be able to fill out the relevant one at the relevant time. And if you’re lucky, you’ll get a legible, complete report delivered to your desk at the end of the day/week/month to process. 

    However, you often find yourself chasing after employees to fill them out or pour over reports (most of which you can barely read) without any real oversight on what’s working or what isn’t.

    But that it doesn’t have to be like that anymore, you can efficiently run your business with a checklist app.

    The Benefits of a Daily Checklist App

    We look at the benefits of a daily checklist app from three perspectives – the manager, the employee and overall business processes.

    For Managers:

    • Gain oversight: Have full visibility in real-time with a live tracker via the desktop dashboard so you know exactly where things stand regarding every aspect of your business operations.
    • Never lose a thing: All the data is stored in the cloud with a single daily checklist app so it’s very organized and easy to export. There is no need for multiple solutions to do the job.
    • Standardize your business: All the information arrives straight to your desk in the same format you’re used to so it’s easy to process. Plus, you don’t have to pay to print hundreds of paper forms!
    • Always up-to-date: As soon as you update a form or checklist on the desktop, your employees immediately have the latest version at hand so you can avoid mistakes down the road.
    • Available on the go: on the days that you aren’t behind a desk, just like your employees, managers have access to the daily checklist app while on the go. As your employees complete a report, you get it straight to your phone.
    • Share notifications: Automated reminders are sent without you having to do anything so that it prevents your employees from forgetting to submit the report, checklist or form.
    • It’s instant: You have an easy and quick collection of information from your employees. As soon as they submit it, you have it.
    • Easy to read: No need to deal with bad handwriting or filling out the wrong information. For example, if you a need a number then add a number field to the checklist so users can only add numbers.
    • A ton of detail: The opportunity to collect not just text and checkmarks for tasks that are done, but also files, images, videos, etc.

     

    For the Employee: 

    • Remove the friction: No more pen and paper or lugging around binders filled with messy papers.
    • Quick and easy: Available at any time and from anywhere so it’s easy to fill a report or checklist while out in the field. You don’t need to stop what you’re doing or try to remember key information to jot down later on. 
    • All employee submissions are in one place: Always see the history of submissions you completed.

     

    For Everyday Business Processes:  

    • Flexibility: Easily create, update or add and improve a checklist with pictures, video, e-signature, and a GPS stamp for more information. 
    • For improved information flow: With a click of a button, distribute what’s needed to the relevant parties, making the process seamless and efficient.
    • Continuity and action: Manage the status (approve or disapprove the checklist), add notes, and follow up on entries made by your employees.

    Why You Need a Daily Checklist App

    There are countless benefits of using a daily checklist app, below we dive into the most critical features that directly impact your bottom line.

    • Focus on information flow:

      By automating processes, you are able to control the information flow from the field to the office in real-time. On top of that, you have full visibility in real-time.

    • Oversight and compliance:

      Easily improve compliance and even receive instant notifications whenever an employee completes a checklist.

    • Raise the bar:

      Create the custom checklist of your dreams that will ensure employees perform at their best while on the job.

    • Standardize processes:

      All processes you have scattered in binders or piles of paper can now be formalized in a daily checklist for employees. Like a daily COVID declaration form – in order to ensure the safety of your employees and customers, it’s vital you have this pressing information completed immediately and not after the fact.

    • Focus on information flow:

      By automating processes, you are able to control the information flow from the field to the office in real-time. On top of that, you have full visibility in real-time.

    We love using the Workflow feature!  We currently use workflows in all of our departments, like repair orders for company vehicesl, paid/unpaid time off, so that our employees can sign policies and procedures, safety training, field invoices, if one of our employees gets a citation then they fill out a citation workflow, and we have a “Flash Report” that is filled out by management when something happens and that is immediately distributed to all Management through the workflow. What I have seen is strong focus on making my life simple.” – Shanna Moody, Director of Business Administration, Lightning Oilfield Service, Inc.

    • Oversight and compliance:

      Easily improve compliance and even receive instant notifications whenever an employee completes a checklist.

    • Standardize processes:

      All processes you have scattered in binders or piles of paper can now be formalized in a daily checklist for employees all across your organization.

    • A digital log:

      Keep a digital record (or log) of all checklists your employees have filled out and completed so you can refer back to them in case you need clarification on something or want to improve processes. Also, all the data is stored in the cloud so everything is neatly organized and backed up.

     

    Examples of Daily Checklists to Create

    • Checklists for overseeing business execution
    • Inspections to conduct on the go
    • Operational focus
    • Safety related
    • Compliance related
    • Onboarding related
    • HR related

     

     

    What Sets Connecteam Daily Checklist App Apart

    • Super easy to use:

    Connecteam is user-friendly and easy to use, which makes the implementation of the new process smooth and quick. You don’t need to spend hours training your team on how to use the daily checklist app. Instead, it’s intuitive enough that they can learn on their own as they go along – but that usually takes up to a couple of days or maybe a week. Either way, it’s super simple to get started.

    “The ability to create custom and even complex checklist and workflow is why Connecteam is my go-to tool for everything related to my employees. What I have seen is strong focus on making my life simple.”

    – Guðmundur Jón H. – CEO, Financial Services

    Online Checklists App for the Deskless Workforce
    • 100% customizable:

    You can customize everything about it and choose the types of input you would like to receive from your employees, such as open text, multiple selections, GEO location, images, signatures, etc. 

    • Automated reminders:

    With automated reminders, you can make sure that your employees have no excuse for not completing the report on time. In fact, the reminders are smart enough to notify just the employees who didn’t submit their entries on time.

    • Close the loop:

    Connecteam checklist app is the only solution that will allow you to automatically circle back to each employee regarding their entries. We use a fully customized status and notes option that will keep everyone on the same page. Plus, employees can add pictures, video, e-signature, and more to the checklist.

    • Packed with templates:

    We make it easy to get started! Choose from various templates that any company will find beneficial, such as Vacation Request Form, Expenses Reimbursement Form, Personal Information Update, Employee Report of Injury Form, and more!

    Online checklists and forms for field service employees
    • It isn’t one-sided:

    With Connecteam checklist app, the employee and the manager can engage on a submission(s) by adding comments, approving or rejecting the checklist, and more.

    • Mobile-first:

    Being a mobile-first platform, especially for non-desk employees, Connecteam provides you with a live mobile preview of the checklist or form, so you can make sure it fits your employees like a glove. 

    “Our employees are engaged on the app on a daily basis and completing important forms more frequently than before. As a Domiciliary care agency, it’s important for us to be able to give our carers the tools they need to be able to do their roles effectively.” – Garrett Williams

    • Scalable:

    You can create as many forms, checklists, and reports as you’d like, so looking forward, you’ll know you picked the best solution for your business, which can easily serve more departments in the company.

    Moving Forward With the Leading Checklist App

    From cleaning companies to manufacturing and security businesses, Connecteam is chosen by hundreds of leading companies from various industries to standardize their processes. Creating a checklist specifically for your company only takes a click – from on-boarding new hires checklist, employee expense reimbursement, incident reports, visitor request forms and so much more – Connecteam makes it easy.

    From Field to Office in a Tap

    With a simple tap, Connecteam’s checklists, reports and forms app allows employees to fill checklists, forms and reports from any location.

    See How
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