Checklist Improvements Overview
You may not be at every job with your employees, but you can make sure every job goes as well as it would if you were by leveraging custom checklists.
Please Note: The following features are in Beta and not yet available on all accounts. These features are subject to change. If you'd like early access, please submit your information here.
During the Beta phase, this new functionality is available to early users at no additional cost, but pricing will change in the future.
Be sure to take advantage of the newest improvements to checklists, including:
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)
Creating and Editing Checklist Templates
To create and update checklist templates on the HCP web portal:
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:
Checkbox
Text field
Pass/flag/fail
Photo upload (Advanced functionality)
Single-select (Advanced functionality)
Multi-select (Advanced functionality)
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.
Note: The Checklists on Jobs and Estimates setting is enabled by default. This feature can be disabled at any time.
To delete a checklist:
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.
Using and Completing Checklists on Jobs and Estimates
Checklists can be added to jobs and estimates, as well as removed from the web or mobile apps within the checklist card. If they're set up to be auto-added, they'll show up within the checklist section of the job after the job is created and saved.
Please note: Only employees with the Add/edit jobs permission will be able to add or remove a checklist.
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.
Printing, Downloading, and Sharing Checklists
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.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.