Checklists

Reusable QC checklist templates applied to jobs. Per-item pass/fail with optional photo or note.

Checklists are reusable templates you apply to a job for quality control and consistency. Each item is walked and marked off, with an optional photo or note.

Checklists live on the job record, not on the My Jobs phone view. A tech working from their phone can't tick items off there yet; today someone walks the checklist from the job's Operations tab.

Templates

Sidebar -> Checklists. Each template carries:

Name and trade tag.
Ordered items.
Per item: the text, and optional flags to require a photo or a note.

The Checklist Templates list with name, category, item count, and status — Checklist templates, grouped by category. These are the reusable definitions.

Putting one on a job

Job detail -> Operations tab -> Assign Checklist. The instance lands on the job, and anyone with access to the job walks the items there. A Job Template can also name default checklists, so jobs created from that template get them attached automatically.

A completed Pre-Job Safety Inspection checklist on a job with all five items ticked and timestamped — A finished checklist on the job: five of five, each item stamped with when it was ticked.

Vertical pack checklists

Each shipped pack includes 3 trade-standard checklists, shipped for you to review against your own procedure. Review them against how your shop actually works before you rely on them.

In Analytics

Analytics -> Checklist & Compliance: completion rate, average items per checklist, item pass rate, most-used template, and jobs with no checklist.

Plan tier

Authoring and editing checklist templates is Professional and up. Pack-seeded templates stay viewable on every plan, so a lower-tier shop can still run the checklists its trade pack shipped.