Housecall Pro Blueprint to Success Workshop
If you're looking for more advice on how to effectively use checklists, along with other great features, register for the Housecall Pro Blueprint to Success Workshop!
Create & Manage Checklists
You may not be at every job with your employees, but you can make sure every job goes as well as it would if you were by creating custom checklists for each type of job or service call you run.
How To Create a Checklist
To create a new checklist:
Go to your Account Settings by clicking the gear icon in the top right corner of your HCP account, then select 'Checklists' from the menu on the left.
Alternatively, click the My Apps icon (3x3 square) in the top right corner of your account and select the Checklists app.
Click the '+ Checklist template' button on the right side of the page.
The following options are available on the Create Checklist page:
Checklist name
Provide a name for your checklist (required).
Automatically add to new jobs (toggle)
Enable this to add the checklist automatically to new jobs.
Section name
Define a name for the section.
Reorder sections
Click the ↑ and ↓ icons beside the section name to reorder it.
Type (drop-down)
Select the type of checklist item from the following options:
Checkbox: Check off completed items.
Multi-select: Select multiple items.
Pass/Flag/Fail: Mark status with a green, yellow, or red indicator.
Photo upload: Upload photos.
Single select: Select one option.
Text: Add text to document notes or findings.
Required (toggle)
Enable this toggle to prevent users from finishing the job if this item is incomplete.
Item name
Provide a name for the checklist item (required).
+ Checklist item (button)
Click this button to add an item to the checklist.
When you've completed your checklist, click the blue 'Save' button in the top right corner of your screen.
Add Checklists to Invoices
To add a checklist to an invoice, open any job to view the job details page. Select the 'INVOICE' option located at the top of your job details page to send an invoice.
Click on the pencil icon located to the right of the word "Attachments" on the right side of the screen.
Select 'CHECKLISTS' option at the top right then select the checklist you wish to attach to the invoice below.
Click on the blue 'SAVE' option at the bottom right.
Continue to send the invoice like you normally would by selecting the blue 'NEXT' option in the top right corner and then the blue 'SEND' option in the top right corner.
Note: You will notice that next to the blue pencil icon you will see a number for how many attachments (photos and checklists) are attached to the invoice.
Add Checklists to Jobs
To add a checklist to a job, open any job to view the Job details page. Scroll down and click the 'Checklists+' card on the left below the map.
Select the Checklist(s) you wish to add to the Job then click the blue 'ADD SELECTED' option at the top right.
You will be returned to the Job details page where you will see the Checklist has been added below the 'Checklist+' space. If it is a required Checklist, the attention symbol will appear to the left of the Checklist until completed.
Note: You can configure checklists to be automatically added to new jobs. Learn more here.
Add Checklists to Estimates
To add a checklist to an estimate, open any estimate to view the Estimate details page. Scroll down and click the 'Checklists+' card on the left below the map.
Select the Checklist(s) you wish to add to the Estimate then click the blue 'ADD SELECTED' option at the top right.
You will be returned to the Estimate details page where you will see the Checklist has been added below the 'Checklist+' space. If it is a required Checklist, the attention symbol will appear to the left of the Checklist until completed.
Video Tutorial: How to Attach a Checklist to an Invoice, Job, or Estimate
Delete a Checklist from Your Account
To delete a checklist from your HCP account:
Go to your Account Settings by clicking the gear icon in the top right corner of your HCP account, then select 'Checklists' from the menu on the left.
Alternatively, click the My Apps icon (3x3 square) in the top right corner of your account and select the Checklists app.
Click the 3 dots to the far right of the checklist you'd like to delete.
Select 'Delete' in the selection menu that appears.
Click 'Delete' in the confirmation window, and the checklist will be removed from your Housecall Pro account.
Please Note: Deleting a checklist will remove it from your Checklist templates, but will not affect any checklists already on jobs. To remove a checklist from a job, please review the steps in the section below.
Remove a Checklist from a Job or Estimate (HCP Web Portal)
To remove a checklist from a job or estimate:
Open a job (in any status) or an estimate and scroll down on the page until you locate the Checklists section on the left.
Select the Checklist you would like to remove. The checklist can be completed or incomplete.
Click the trashcan icon at the top of the Checklist window that appears, then click "Remove" in the confirmation window and the checklist will be removed from your job or estimate.
Please note: Any information added to a checklist on a job or estimate will be lost when the checklist is deleted.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.