Enhance Service Quality with
Checklists |

With checklists, you stay on top of all customer inquiries, improve response times, and increase service quality – enabling more efficient and professional call handling.

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Checklists

With the piaX Checklist add-on module, you can automate the creation and management of your service reports: when created, all relevant order and customer data is automatically pulled from your ERP. Administrators provide verified templates with pre-filled fields, while technicians complete them digitally on-site.

Thanks to direct signature capability in the browser and automatic storage in the DMS, your documents are instantly audit-proof and available. Every change is logged with a timestamp and user ID, giving you full transparency on the processing status at any time.

How Checklists enhance your piaX Service

Set up

Configure user rights & access

Open the web-based scheduling module, define clear roles for admins, dispatchers, and read-only users, and assign the corresponding access rights.

Time

Define time specifications

Record service orders and set working and non-working times for each resource in the integrated working time calendar to create precise time windows.

Assignment

Assign resources via drag & drop

Employees can access the complete call history at any time, enabling them to respond directly to customer inquiries – without repeated follow-ups.

Visualization

Visualize & optimize workloads

Monitor capacity utilization in real time with the live histogram, filter data by date, region, or technician, and customize the interface with adaptable themes to suit your needs.

Checklists – professional, transparent, efficient.
Discover the key features for more efficient processes and stronger customer relationships.

Automatic Data Transfer

When creating a checklist, all relevant customer and order data (customer name, address, order number, etc.) is automatically imported from your ERP/service module – eliminating manual input.

Central Template Management

Administrators provide standardized checklist templates in the system to ensure consistent processes across the organization.

Template Retrieval with Pre-Filled Fields

Dispatchers select the appropriate template when creating a checklist. Key fields such as customer, address, and scope of service are already pre-filled and only need confirmation.

Direct Digital Signature

Technicians and customers can sign checklists electronically right in the browser or on a mobile device – no need to switch between external tools.

Automatic DMS Archiving

Once completed, all checklists – including scanned or digital signatures – are automatically and securely archived in your document management system.

Audit-Proof Logging

Every change, status update, and signature is logged with a timestamp and user information, ensuring full traceability and compliance.

Enhance Service Quality with Checklists |