Create checklist templates

Learn how to create custom checklist templates that you can then attach to jobs and ensure technicians perform specific tasks on each job.

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

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.

Did this answer your question?