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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
Adjust Job Invoice Settings on Web or Mobile
Invoice Message and Download
Checklists
/Attachments… is configured under Account Settings -> Company profile You can also download, print, or attach
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… adjusted within the customer view of the invoice Add any attachments (photos, documents, or
checklists