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Search results for:checklists

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… checklists to your jobs Completion process of checklists from the tech/mobile app side How… Click here to begin setting up your checklists Click here to activate the Property Profile Tool

Checklist Templates for Plumbing

Find templates for service call checklists and inspection checklists specific to the plumbing industry… Inspection Checklist… Service Call 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

Add Checklists to Jobs and Estimates

How to add Checklists to your Jobs and Estimates for employees to complete in the field… For more information on Checklists please see our Checklists Collection… To see how Checklists are used from the mobile app please see How do Field Techs use Checklists in Mobile

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 3: Select 'CHECKLISTS' then select the checklist you wish to attach to the invoice

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… They will see Checklist Incomplete until the checklist has been completed After clicking on Checklists… Once all items have been completed they will see Checklists Complete on the job details page

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

How to Create a Checklist

Learn how to create checklist templates so that your employees can use this checklist while on the job… How To Create a Checklist… How to Add Checklist to Jobs

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… APP STORE Step 2: Scroll down to the PRODUCTIVITY section and click LEARN MORE on the card for checklists

Scheduling, Invoicing and Payments Workflow Training

We also now have checklists to make training for your team easier: Office Staff Training Checklist