Checklists Overview
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
From your HCP Home Page, select the 9 dots icon in the top right corner, this will open your active App Store List drop-down.
Locate and select the Checklist app card from the drop-down.
If this is your first time creating a checklist, you will select the prompt to 'Create A Checklist'. For returning users, simply click on '+ CHECKLIST' located in the top right corner.
If you currently have a checklist, simply hover over it and click on the pen icon located to the right of your screen, to make any necessary changes.
Name your Checklist and start adding in checklist items by selecting the blue '+ CHECKLIST ITEM' option located at the bottom of your screen.
You have the option of choosing from the 3 following types:
Checkbox - Easily check off completed items.
Text - Document notes, readings, findings, or any other written information.
Pass/Flag/Fail - Indicate the status of a component with a green, yellow, or red indicator.
You can select one of the three options by selecting the box that says Type, located on the left of your screen.
Once you are finished creating your checklist items press the blue 'NEXT' located at the top right of your screen.
Checklist Settings
You can prevent an employee from being able to finish a job if they have not completed a checklist by selecting the First toggle to ON.
You can also automatically add the checklist to new jobs by selecting the Second toggle ON.
Note that when a new recurring job is created, checklists with this setting ON will be added to ALL recurrences.
Checklists with this setting ON will also be added to jobs converted from approved estimates.
How to Attach a Checklist to an Invoice, Job, or Estimate
Learn how to attach checklists to invoices, jobs, and estimates, and send the completed checklist to your customer.
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.
How to Delete and Remove Checklists
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.
Select 'Checklists' from the menu on the left.
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.
Housecall Pro Blueprint to Success Workshop Registration Link (for Checklists)
If you're looking for advice on how to effectively use checklists, register for the Housecall Pro Blueprint to Success Workshop!
Registration Link:
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