Technician onboarding with digital checklists
Turn day-one chaos into a repeatable plan: equipment issue, policy training, ride-alongs, and Toolfy forms in one checklist.
Operations disclaimer
Always follow manufacturer guidance and local regulations when stocking chemicals, pressurised cylinders, or regulated waste.
Technician onboarding with digital checklists
Great hires flop when onboarding is fuzzy. Use this template to get every new technician productive by week two.
Day 0 (before they arrive)
- Create Toolfy login + assign role
- Prep van stock + PPE
- Add them to the “New Tech” checklist in Toolfy → Tasks
Day 1
| Task | Owner | | --- | --- | | Welcome + paperwork | Ops lead | | Toolfy mobile app walkthrough | Dispatcher | | Ride-along scheduled | Crew lead | | Safety briefing recorded | H&S rep |
Log completion inside Toolfy tasks so HR sees progress.
Day 3–5
- Ride-along day (tech observes + takes notes in Toolfy job comments)
- Solo trial job (low-risk) with supervisor shadowing
- Daily debrief checklist (photos, invoices, customer comms)
Week 2
- Assign first multi-stop route
- Enable permissions for payments (if relevant)
- Review reminder templates + escalation playbook so they know how comms work
Digital checklist template
[ ] Paperwork complete
[ ] Issued uniform/PPE
[ ] Installed Toolfy mobile + login ok
[ ] Completed ride-along
[ ] Completed solo job + QC
[ ] Reviewed reminders/escalations
[ ] Added to on-call rota (if applicable)
Store this checklist in Toolfy → Tasks so managers tick items off as they happen.
Metrics to track
- Time from start date to first solo job
- % of checklist items done by Day 5
- First-month callback rate vs seasoned techs
Need the onboarding checklist loaded into your workspace? Ping support@toolfy.io and we’ll drop in our template for you.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
What should happen before a new technician's first day?
What does a good first week of technician onboarding look like?
What metrics should I track for new technician onboarding?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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