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 do I attach a checklist to an invoice, a job, or an estimate?
Learn how to attach checklists to invoices, jobs, and estimates, and send the completed checklist to your customer.
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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.
Checklists Video Tutorial
Ready to take your skills to the next level? Register HERE to get immediate access to our in-depth training course!
This video is part of our Intermediate Training series, designed for those who want to master the Checklist and Property Profile tool. Perfect for anyone eager to set up or enhance their use of checklists.
What You'll Learn in This Training:
Activating and Setting Up Checklists
Creating Checklist Template Options
Attaching Checklists to Your Jobs
Managing Checklists via the Tech/Mobile App
Attaching Checklists to Invoices
Don’t miss out on this valuable opportunity to streamline your processes and improve efficiency. Click HERE to start your training!