Learn how to attach checklists to invoices, jobs, and estimates, and send the completed checklist to your customer.

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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.

To add a checklist to a job, from 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 that you can configure checklists to be automatically added to new jobs. Learn more here.

To add a checklist to an estimate, from 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.