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Advice and answers from the Housecall Pro Team
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
HVAC, Plumbing, and Electrical Industry
Checklist
Templates
Find templates for service call
checklists
, estimate
checklists
, and more specific to the heating & air conditioning industry… Inspection
Checklist
… Service Call
Checklist
How do I attach a
checklist to an
invoice, a job, or an estimate?
Learn how to attach
checklists
to invoices, jobs, and estimates… Add
Checklists
to Invoices… Add
Checklists
to Jobs
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… Completing
Checklists
on Mobile… Your field techs will easily be able to see and complete
checklists
while out in the field
Checklist
Improvements
Use custom
checklists
to ensure the right steps are followed on every job… You can also create job templates which
checklists
can be added to to facilitate auto-adding
checklists
… Using and Completing
Checklists
on Jobs and Estimates
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… Next, scroll down til you see the "
Checklists
" option and click View Details on the card for
Checklists
… Instructions for creating a
checklist
template:
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
… employees, but you can make sure every job goes as well as it would if you were by creating custom
checklists
Scheduling, Invoicing and Payments Workflow Training
We also now have
checklists
to make training for your team easier: Office Staff Training Checklist
Sending Invoices
Add any attachments (photos, documents, or
checklists
) you'd like to send from the job by clicking on… Add any attachments (photos, documents, or
checklists
) you'd like to send from the job by clicking on
View stored job data in interrupted cell service areas
Customer Address Customer History Line Items Private Notes Job tags
Checklists
… be displayed on the job details page if previously viewed on the device Navigation to notes,
checklists