Step-by-step instructions:

Step 1: Click on MY APPS then GO TO APP STORE

Step 2: Scroll down to the PRODUCTIVITY section and click LEARN MORE on the card for checklists

Step 3: Toggle the app on from DISABLED to ACTIVE

Step 4: Press the arrow to the left of APP DETAILS in the top left of your screen

Step 5: Click on MY APPS and now you should see CHECKLISTS in the dropdown. Click on CHECKLISTS.

Step 6: Click on +CHECKLIST to create a new checklist template. This page will show you already created templates going forward.

Step 7: Name your Checklist and start adding in checklist items. Access HVAC checklist template guides here.

You have the option of choosing from the following 3 types:

  • Checkbox - Simple check to mark an item off as done

  • Text - Record notes, readings, findings, or any other text

  • Pass/Flag/Fail - Mark the status of a component with a green, yellow, or red status indicator

Step 8: Once you are finished adding in your checklist items press NEXT in the top right

Step 9:

  • You can prevent an employee from being able to finish a job if they have not completed a checklist by turning the first toggle ON.

  • You can also choose to automatically add the checklist to new jobs by turning 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

Press SAVE when done.

Click here to create your custom checklist templates

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