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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
Checklist
Templates for Plumbing
Find templates for service call
checklists and
inspection
checklists
specific to the plumbing 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
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
Service Plan Template for HVAC
Sample Inspection
Checklist
Scheduling, Invoicing and Payments Workflow Training
We also now have checklists to make training for your team easier: Office Staff Training
Checklist
… Field Tech Training
Checklist
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
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Getting Started with Tap to Pay on Mobile
Checklist
for Tap to Pay requirements on iPhone:…
Checklist
for Tap to Pay requirements on Android: