Checklists are quality control and task completion forms that technicians can complete during appointments and work orders. They help teams stay organized, ensure important tasks are completed, and create consistency across jobs and services.
Checklist templates can be created ahead of time and attached to work orders automatically or manually depending on the workflow your company uses. They are commonly used for inspections, service procedures, installation steps, safety checks, and job completion verification.
Creating Checklist Templates
To create a checklist template:
Go to Settings → Checklists
Click New Checklist
Add the checklist name and checklist items
Save the template
If no checklists currently exist yet, select Create New Checklist Template from the empty checklist page.
Templates allow teams to standardize common processes so technicians are following the same steps across every job.
Adding Checklists to Work Orders
Checklists can also be added directly to individual work orders as needed.
From the Overview section of a work order, users can:
Attach an existing checklist template
Create a brand new checklist specifically for that work order
Assign checklists to team members
Edit or update checklist details
Track checklist progress during the job
This allows teams to fully customize checklists based on the work being performed or the customer requirements for that specific appointment.
Using Checklists on the Mobile App
On the mobile app, team members can open any checklist assigned to them directly from the work order. As tasks are completed, they can mark checklist items off in real time while working in the field.
This helps improve:
Quality control
Team accountability
Job consistency
Task tracking
Service verification
Using checklists helps ensure technicians complete required tasks before closing out appointments or work orders.