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This training video is part of our Intermediate Training course and is perfect for anyone looking to set up or learn more and set up the Checklist and Property Profile tool.
1st Topic of Training - Checklists
Activating and setting up checklists
How to create checklist template options
Attaching checklists to your jobs
Completion process of checklists from the tech/mobile app side
How to attach checklists to invoices
2nd Topic of Training - Property Profile (Minute 16:20- end)
How to activate and set up property profile items
Attaching property profiles from customer profile, for a job and/or service plans (if applicable)
Pro Tip: Need some inspiration? Check out our Checklist Templates to see some examples broken out by industry!