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Advice and answers from the Housecall Pro Team

Search results for:checklists
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
How to Create a Checklist
Learn how to create checklist templates so that your employees can use this checklist while on the job… Template Options Attaching Checklists to Your Jobs Managing Checklists via the Tech/Mobile… Checklists Overview
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
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
Employee Training Materials
This article includes Employee Training Checklists, Video Tutorials & our Employee Handbook Template to help with training your employees… Employee Training Checklists… That's why we've created this Help Article which includes Employee Training Checklists, Video Tutorials
Sending Invoices
Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on… adjusted within the customer view of the invoice Add any attachments (photos, documents, or checklists
Using Job Templates
Checklists Learn how to create and use checklists here
Housecall Pro Mobile FAQ
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