Adding notes to each checklist item

Marking certain items required rather than the entire checklist

Adding sections

Downloading/printing to PDF

Uploading photos (Advanced functionality)

Using single and multi-select fields (Advanced functionality)

Navigate to Settings > Checklists.

Depending on your industry, you may already have some default templates in your account that you can customize further by clicking the pencil icon.

Otherwise, click + Checklist to create a new checklist.

You can also duplicate an existing checklist by clicking the More icon to the right of the checklist and selecting 'Duplicate' from the drop-down.

Add a name for the checklist (this is the name you and your employees will see when adding and viewing checklists to jobs and estimates).

Add sections to organize different checklist items.

Choose from the following checklist item types:

Mark any checklist items as required if you'd like them to be completed before the estimate or job can be finished.

You can enable the setting to auto-add checklists to jobs, which will automatically add the checklist to any new jobs you create.

You can also create job templates to which checklists can be added to facilitate auto-adding checklists to different types of jobs.

Click the More icon to the right of the checklist and select Delete from the drop-down.

This will only prevent the checklist from being used moving forward, it will not delete it from any jobs or estimates it's been previously applied to.

Once added, the checklist can be viewed and updated by Admins, Office Staff, and Field Techs assigned to the job or estimate.

Within each section, users can check items off, add text, select field values, and upload photos. Be sure to save your changes before closing the checklist.

Checklists with required items (as indicated by a red asterisk *) must be completed before the job or estimate can be marked as finished.

Comments can be added to any checklist item for additional context.

Photos uploaded to a checklist will be stored and viewed on the checklist; they will not appear in the attachments section on jobs or estimates.

To print or download a checklist, select the print or download buttons from the checklist screen.

Checklists can also be shared directly from a mobile device.

If you'd like to send the checklist with the invoice, select it as an attachment from the send invoice page. The checklist will be attached as a PDF to the invoice email.