Note: The video above shows adding checklists to Jobs, but these checklists can also be applied to Estimates. See below for more information.

Add Checklists to Jobs

Step 1: Click into the Job details page. On the left hand side below the map click Checklists +.

Step 2: Select the Checklist you wish to add to the Job, it will highlight blue when selected. Then click Add Selected.

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.

Add Checklists to Estimates

Step 1: Click into the Estimate details page. On the left hand side below the map click Checklists +.

The remainder of the process is identical to the Add Checklists to Jobs instructions.

NOTE: You may add more than one Checklist to a Job or Estimate, but they must be added one at a time.


For more information on Checklists please see our Checklists Collection.

To see how Checklists are used from the mobile app please see How do Field Techs use Checklists in Mobile App?

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