Checklists on Jobs and Estimates Overview
Checklists help your team stay consistent on every job, but no two jobs are exactly the same. Now you can customize a checklist directly on a job or estimate: rename it, add or remove items, change item types, and reorder sections, without touching the original template.
This feature is currently in beta and is available to any plan with access to Checklists.
What You Can Do
Search and preview checklist templates before adding them to a job or estimate.
Add multiple checklists to a job or estimate at once.
Create a brand-new checklist from scratch, directly from a job or estimate
Edit any checklist on a job or estimate, rename it, and add, modify, reorder, or remove items and sections.
Apply edits to future occurrences on recurring jobs.
Changes sync to your team's mobile app automatically.
📌 Note: Edits made to a checklist on a job or estimate only affect that specific job or estimate. Your checklist templates are never modified. To edit templates, go to Settings > Checklists.
Adding Checklists to a Job or Estimate
To add a checklist to a Job or Estimate:
Open the Job or Estimate.
Scroll to the Checklist section and click + to add a checklist.
The Add checklist(s) modal opens, showing all your saved templates.
Here, you can type in the search bar to filter templates by name.
Before adding the template, you can also click the eye icon on any template to preview its items and sections. This lets you confirm it's the right checklist before adding it to the job.
Check the box next to any template to select it. You can select as many as you need, then click Add to job (or Add to estimate) to add them all at once.
Creating a Checklist from Scratch
Don't have a template that fits? You can create a new one!
To create a new checklist template on a Job or Estimate:
Click Create from scratch at the bottom of the Add checklist modal when adding a checklist to any Job or Estimate.
Here, you can fill in the details:
Checklist name: Give the checklist a descriptive name.
Section name: Optionally organize items into sections.
Items: Add items using + Item. For each item, choose a type (Checkbox, Single select, etc.) and give it a name. Toggle Required on if the item must be completed.
+ Section: Add additional sections to group related items.
At the bottom of the modal, you'll see a Save as new checklist template checkbox. Check this if you want to save this checklist as a reusable template for future jobs. Leave it unchecked to use the checklist only on this Job or Estimate.
Click Add to job when you're done.
Editing a Checklist on a Job or Estimate
Once a checklist has been added to a Job or Estimate, you can edit it at any time.
Open the Job or Estimate.
Click the checklist you want to edit to open it.
In the checklist header, click Edit.
🛠️ Pro Tip: Other checklist actions (like deleting or duplicating) are now found in the ⋯ more menu in the header.
The window then enters Edit checklist mode.
What you can edit in the Checklist:
Action | How |
Rename the checklist | Edit the Checklist name field at the top |
Rename a section | Edit the Section name field |
Reorder sections | Use the ↑ ↓ arrows next to the section name |
Add an item | Click + Item below a section |
Edit an item name | Click into the Item name field and type |
Change an item type | Use the item type dropdown (e.g., Checkbox, Single select) |
Mark an item as required | Toggle Required on for that item |
Reorder items | Drag the ≡ handle on the left of an item |
Remove an item | Click the ✕ button on the right of the item |
Add a section | Click + Section |
Remove a section | Use the section's remove option |
When you're done, click Update to save your changes, or Cancel to discard them.
Want to update the template itself? Click Go to settings at the bottom of the edit modal to navigate directly to your Checklist templates settings.
📌 Note: If you change the type of an item that already has data recorded (for example, an attachment that was uploaded, a text entry, or a selection), that data will be removed. Uploaded attachments will be permanently deleted from the job or estimate. You'll see a warning banner at the top of the edit modal as a reminder.
Applying Edits to Recurring Jobs
If you're editing a checklist on a recurring job, you'll have the option to apply your changes to future occurrences as well.
When you save your edits, you'll be prompted to choose:
Update this job only: Changes apply only to the current occurrence.
Update this and all future occurrences: Changes are applied to this job and all upcoming occurrences in the series.
Checklist FAQs
Will editing a checklist on a job change my template?
No. Edits made on a job or estimate never affect the original checklist template. To edit templates, go to Settings > Checklists.
Can I create a checklist from scratch without a template?
Yes. When adding a checklist, click Create from scratch at the bottom of the Add checklist modal. You can optionally save it as a new template for future use.
Can I add more than one checklist to a job at a time?
Yes. In the Add checklist(s) modal, select multiple templates, and they'll all be added when you click Add to job.
What happens if I remove an item that already has an attachment?
The attachment will be permanently deleted from the job or estimate. A warning banner in the edit modal reminds you of this before you save.
Can I edit checklists on an estimate?
Yes — the same editing functionality is available on estimates.
Does checklist editing work on mobile?
Editing is currently web-only. Your team can still view and complete checklists on mobile, and any edits made on the web will sync automatically.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.