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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 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
Improvements
Use custom
checklists
to ensure the right steps are followed on every job… Creating and Editing
Checklist
Templates
…
templates
on web by navigating to Settings -> Checklists Depending on your industry you may already
Using Job
Templates
Learn how to use job
templates
to streamline job setup… You can modify these
templates
or create your own by navigating to Settings > Jobs > Job
Templates
… You can create additional job
templates
by duplicating existing
templates
Service Plans Starter Kit
"Get Started" Implementation
Checklist
"Get Started" Service Plan
Templates
"Get Started" Sales Scripts… Step 2: Create Service Plan
Templates
… Service Plan
templates
are the plans your company will offer to your customers
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
Create Service Plan
Templates
How to create Service Plan
Templates
for your company to sell to your customers… Download Housecall Pro's Service Plan
Template
Guide Here: Learn how to create a service plan
template
… If your company does not currently offer Service Plans Use a Housecall Pro Service Plan
Template
to get
Create Estimate and Proposal
Templates
Create
templates
for estimates and proposals on web to quickly and efficiently present details to customers with greater consistency… All of your
templates
are moved into the new Archived
templates
category… The Estimate
Templates
section in your Price book