OrbisX Knowledge Base
Checklists and Task Lists
Learn how to setup custom checklists for appointments, services and packages with tasks to complete. You can even share the progress with customers so they can keep up to date in real-time on the status of their detailing appointment.
Add checklists and they will automatically attach to appointments with services and packages that are booked when new events are made.
Track who completed which task
Share progress with customers in real-time
Auto-complete checklists when appointments are marked complete
Limit what customers can see
Assign multiple checklists to each appointment on the fly