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Checklists

Create and save Checklist Templates that you can add to jobs which must be completed by employees before they can mark a job as finished.

7 articles
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Written by Taylor Morrison

Electrical Checklist Templates

Find templates for JSA, Rough-In, and Risk Assessment checklists specific to the electrical industry.
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Written by Taylor Morrison. Updated over a week ago

Checklist Templates for Plumbing

Find templates for service call checklists and inspection checklists specific to the plumbing industry.
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Written by Taylor Morrison. Updated over a week ago

Checklist Templates For HVAC

Find templates for service call checklists, estimate checklists, and more specific to the heating & air conditioning industry.
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Written by Taylor Morrison. Updated over a week ago

How to Create a Checklist

Learn how to create checklist templates so that your employees can use this checklist while on the job
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Written by Taylor Morrison. Updated over a week ago

Add Checklists to Jobs and Estimates

How to add Checklists to your Jobs and Estimates for employees to complete in the field.
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Written by Taylor Morrison. Updated over a week ago

How do Field Techs use Checklists in Mobile App?

Learn how to use checklists in the field on the mobile app. Make it easy for employees to complete job specific tasks on a checklist.
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Written by Taylor Morrison. Updated over a week ago

How do I attach a checklist to an invoice?

Learn how to attach checklists to invoices and send the completed checklist to your customer.
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Written by Taylor Morrison. Updated over a week ago