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Advice and answers from the Housecall Pro Team
Search results for:
checklist
Create
checklist
templates
Learn how to create custom
checklist
templates that you can then attach to jobs and ensure technicians perform specific tasks on each job… Step 6: Click on +
CHECKLIST
to create a new
checklist
template… Step 7: Name your
Checklist
and start adding in
checklist
items
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
Checklist
Templates for Plumbing
Find templates for service call
checklists and
inspection
checklists
specific to the plumbing industry… Inspection
Checklist
… Service Call
Checklist
Office Staff Training
Checklist
Use this
checklist
when training your new hires to ensure they know how to use Housecall Pro as an office staff
Field Tech Training
Checklist
Use this
checklist
when training your new hires to ensure they know how to use the Housecall Pro mobile app as a field tech
How to Create a
Checklist
Learn how to create
checklist
templates so that your employees can use this
checklist
while on the job… If this is your first time making a
checklist
you will be prompted to 'Create A
Checklist
' or if you… Name your
Checklist
and start adding in
checklist
items
How do I attach a
checklist
to an invoice?
Learn how to attach checklists to invoices and send the completed
checklist
to your customer… This article is part of a collection on
Checklists
… Step 1: Make sure your job has a
checklist
Field tech training
Use this
checklist
and video tutorial when training your techs to ensure they know how to use the Housecall Pro mobile app as a field tech… Training
checklist
:
Checklists and
Property Profile Training
An intermediate Housecall Pro University training where we cover the set up and activation of the
Checklist
and Property Profile Tool… Click here to begin setting up your
checklists
Click here to activate the Property Profile Tool… Intermediate Training course and is perfect for anyone looking to set up or learn more and set up the
Checklist