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Search results for: checklist templates

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… Click here to create your custom checklist templates… Click here to create your custom checklist templates
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

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
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Checklist Templates for Plumbing

Find templates for service call checklists and inspection checklists specific to the plumbing industry… Inspection Checklist… Service Call Checklist
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

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
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

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
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

How do Field Techs use Checklists in Mobile App?

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… If you haven't already created checklist templates you will need to do so and then add those checklist… They will see Checklist Incomplete until the checklist has been completed After clicking on Checklists
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

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… Check out our Checklist Templates to see some examples broken out by industry!… Click here to begin setting up your checklists Click here to activate the Property Profile Tool
Laura Fonseca avatar
Written by Laura Fonseca
Updated over a week ago

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
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

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
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Email Marketing Templates

Email Marketing Templates Check out our tips on how to acquire and keep customers with email
M
Written by Mary Nagel
Updated over a week ago