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Advice and answers from the Housecall Pro Team

Search results for:checklist templates

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… Templates for HVAC… Inspection 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 & Manage Checklists
Learn how to create checklist templates so that your employees can use this checklist while on the job… Name your Checklist and add checklist items by clicking + Checklist item… Note: Deleting a checklist will remove it from your Checklist templates, but will not affect
Checklists Overview
Use custom checklists to ensure the right steps are followed on every job… Creating and Editing Checklist Templates… Checklist Overview
Checklist Automations
Checklist Automations let you set rules so the right checklist is added to a job automatically based… templates with different rules, or (b) use the Add to all new jobs option and remove the checklist manually… Checklist Automations Overview
Editing Checklists on Jobs and Estimates
Your checklist templates are never modified. To edit templates, go to Settings > Checklists… Search and preview checklist templates before adding them to a job or estimate… The Add checklist(s) modal opens, showing all your saved templates
Settings Page Overview
Templates: Create and manage templates for common types of jobs your company performs to streamline key… Turn them on for jobs and estimates, and create or manage checklist templates for your team to follow… Checklists
Using Job Templates
Learn how to use job templates to streamline job setup… Job Templates Overview… Add and Manage Job Templates
Employee Training Materials
This article includes Employee Training Checklists, Video Tutorials & our Employee Handbook Template to help with training your employees… Employee Training Checklists… Employee Handbook Template (Download)