Daily safety checklist reminders to technicians

Purpose

1.1 Send daily reminders with safety checklists to HVAC technicians to ensure all safety tasks and documentation are completed per OSHA and internal compliance; prevent oversights; maintain safety standards; increase regulatory compliance; provide audit trail; automate supervisor oversight; deliver reminders across preferred channels; support shifts, holidays, and field assignments; capture technician feedback/form submissions.

Trigger Conditions

2.1 Scheduled: Daily, at configurable time pre-shift.
2.2 Manual override: Supervisor-initiated for selected technicians.
2.3 Technician assignment: Triggered if technician is marked as “on duty.”
2.4 Missed submission: Escalation if checklist not marked complete by deadline.

Platform Variants

3.1 Twilio SMS
• Function: Send SMS reminder.
• API: Messages → Create, set “to”, “from”, “body”, schedule_timestamp.
3.2 SendGrid
• Function: Email checklist link.
• API: Mail Send, JSON payload with recipient, subject, checklist URL.
3.3 Microsoft Teams
• Function: Channel or direct message.
• API: ChatMessage → Send, “body” with actionable checklist.
3.4 Slack
• Function: DM or channel reminder.
• API: Chat.postMessage, user/channel ID, attachment with checklist link.
3.5 Google Calendar
• Function: Calendar event invite with checklist link.
• API: Events.insert, set “attendees”, “description”, and recurrence.
3.6 Outlook 365
• Function: Task or event reminder in Outlook.
• API: Create event/task, assign technician, attach checklist.
3.7 Zapier
• Function: Multi-channel notification workflow.
• Action: SMS, Email, Messenger integrations, filter by technician role.
3.8 HubSpot
• Function: Automated email workflow for field teams.
• Workflow: Automated sequence → contact list segment “Technicians.”
3.9 ServiceTitan
• Function: In-app notification and SMS/email to assigned techs.
• API: Notification endpoint, “technicianID”, schedule.
3.10 Asana
• Function: Task assignment and due reminder.
• API: Tasks.create, task_name=“Daily Safety Checklist”, assignee.
3.11 Monday.com
• Function: Autogenerated Safety Checklist to technician board; notification.
• Board automation, set owner, deadline, daily recurrence.
3.12 Salesforce
• Function: Triggered task reminders or Chatter post.
• API: Task.create, user, subject=“Safety Checklist Reminder”.
3.13 ClickSend
• Function: SMS/email/reminder automation.
• API: SMS Send, input recipient & checklist message.
3.14 Workplace by Meta
• Function: Automation in work group.
• API: Groups API → Post, tag technician, link to checklist.
3.15 OneSignal
• Function: Mobile push notification to app users.
• API: Notifications.create, user_target, “Daily Checklist”.
3.16 Google Chat
• Function: Space or DM message.
• API: Messages.create, conversationId, include checklist.
3.17 Notion
• Function: Database entry per checklist, notification to user.
• API: Database.create, set reminder property.
3.18 Airtable
• Function: Record creation with checkbox reminder field; automated email.
• Automations: If record matches view, send email to tech.
3.19 RingCentral
• Function: SMS, app notification.
• API: SMS endpoint, schedule, to/cc field.
3.20 Intercom
• Function: Automated message in app/chat.
• Automated campaign, segment: “On Duty Technicians”.

Benefits

4.1 Maximizes compliance consistency and safety culture.
4.2 Reduces supervisor workload for manual reminders.
4.3 Audit trails for completed checklists and missed reminders.
4.4 Multi-channel outreach suits field and office staff.
4.5 Rapidly adapts to roster or policy changes.
4.6 Increases technician accountability, lowers accident risk.
4.7 Automates escalation and non-compliance notifications.
4.8 Integrates with existing business tools and workflows.
4.9 Demonstrable proof during internal/external safety audits.
4.10 Seamless scaling for seasonal or contractor workforce.