Advice and answers from the Housecall Pro Team

Search results for:checklist

Checklist Improvements

Use custom checklists to ensure the right steps are followed on every job… Otherwise, click + Checklist to create a new checklist… Photos uploaded to a checklist will be stored and viewed on the checklist, they will not appear in the

Electrical Checklist Templates

Find templates for JSA, Rough-In, and Risk Assessment checklists specific to the electrical industry… JSA (Job Safety Analysis) Checklist… Rough-In Checklist

Checklist Templates for HVAC

Find templates for service call checklists, estimate checklists, and more specific to the heating & air conditioning industry… Inspection Checklist… Service Call Checklist

How to Create a Checklist

Learn how to create checklist templates so that your employees can use this checklist while on the job… Name your Checklist and start adding in checklist items by selecting the blue '+ CHECKLIST ITEM' option… How To Create a Checklist

Checklist Templates for Plumbing

Find templates for service call checklists and inspection checklists specific to the plumbing industry… Inspection Checklist… Service Call Checklist

Preparing For Year-End Payroll (Checklist)

Year-End Payroll Checklist… How to Access the Year-End Payroll Checklist (w/ Video Tutorial)… Step 4: Complete Year-End Payroll Checklist - Due by December 30, 2024

How do Field Techs use Checklists on Mobile?

Learn how to use checklists in the field on the mobile app. Make it easy for employees to complete job specific tasks on a checklist… They will see Checklist Incomplete until the checklist has been completed After clicking on Checklists… Completing Checklists on Mobile

Employee Training Materials

This article includes Employee Training Checklists, Video Tutorials & our Employee Handbook Template to help with training your employees… Employee Training Checklists… Office Staff Training Checklist: Access https://www.housecallpro.com/ Log in using credentials

Analyzing Expenses to Improve Profitability

Checklist of Common Issues Pros Face When Conducting Expense Audits… When conducting expense audits, consider this checklist of common issues that are often profit killers

Setting Your Team Up for Success: Onboarding Best Practices for Home Services Businesses

Creating a Comprehensive Onboarding Checklist… An onboarding checklist ensures that every aspect of the onboarding process is covered… Here's a sample checklist you can customize: 1