Why Connecteam is the Best Daily Checklist App in 2020

Connecteam's checklist feature

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, are all essential to running your business.

So no wonder forms, checklists, reports and audits are a big part of every business’ day-to-day. The use of such workflows makes it easier to standardize the business, oversee execution and to improve the 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 streamline operations and run your day-to-day business operations. Instead of your employees carrying around stacks of paperwork and folders, and you having to chase them down to fill them out, efficiently run your business with a checklist app.

 

So, what are the benefits of a daily checklist app?

For managers:

  • Gain oversight: Have full visibility in real-time
  • Never lose a thing: All the data is stored in the cloud so it’s very organized and easy to export.
  • Standardize your business: All the information arrives on your desk in the same format making it easy to process. 
  • Always up-to-date: Your employees will always have the latest version so you be sure to avoid mistakes.

For the employee: 

  • Remove the friction: No more pen and paper.
  • Quick and easy: Available at any time and from anywhere. 
  • All employee submissions are in one place (he or she can see the history of submissions).

For meeting everyday business needs: 

  • 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

  • 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

  • Focus on information flow:

    By automating processes, you are able to control the information flow from 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, here is a list of examples:

  • This is how our employees turn in Repair Orders for repairs on their company vehicles.
  • This is how our employees’ request Paid or Unpaid time off.
  • We use this to have our employees sign policies and procedures.
  • Most of our safety training is done thru workflows.
  • All of our Field Invoices are done thru workflows.
  • Daily Crane Inspections
  • Monthly Crane Inspections
  • Random In house DOT Inspections
  • Anytime one of our employees gets a citation, they fill out a citation workflow
  • 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.

 

What kind of daily checklists can you create?

  • Checklists for overseeing the execution
  • Inspections to conduct on the go
  • Operational focus
  • Safety-related
  • Compliance related
  • On-boarding related
  • HR-related

What makes Connecteam’s daily checklist app so unique?

 

  • Dead easy to use:

Connecteam is user-friendly and easy to use, which makes the implementation of the new process smooth and quick.

“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

 

 

  • 100% customizable:

You can customize everything about it and choose the types of input you’d like to receive from your employees, such as open text, multiple selections, GEO location, images, signatures, and so much more!

 

  • Automated reminders:

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

 

  • Close the loop:

Connecteam is the only platform 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 Info Update, Employee Report of Injury Form, and more!

 

  • It isn’t one-sided:

With Connecteam, the employee and the manager can engage around the submissions by adding comments, approving or disapproving 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 engaging 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.

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. New employee onboarding forms, expense reimbursement forms, vacation requests, safety reports, equipment checkout and more can be filled from anywhere and automatically land at your desk.

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