In this article, you will learn how to create and manage checklist templates.
Checklists is a Feature Center add-on that allows you to create customizable checklist templates to standardize your workflow and make sure nothing gets missed. Each template can include a variety of field types to capture exactly what you need, such as checkboxes, single/multi-select, pass/flag/fail, file uploads, and more.
Templates can be added to jobs in seconds and can be completed by your team in the office or the field using the web or mobile app.
Checklist item types
Checklist templates are built from individual items that guide your team through the details you need to capture. Each item can take a different format, including:
| Field format | Useful for |
|---|---|
| Checkbox | Simple steps that only need to be marked complete |
| Short text | Capturing quick details such as model numbers or customer initials |
| Long text | Adding detailed service notes, repair summaries, or customer feedback |
| Number | Recording numerical measurements like temperature, voltage, etc. |
| Single select | Choosing one option from a dropdown menu |
| Pass/Flag/Fail | Documenting inspection results for equipment, safety checks, or compliance |
| File upload | Attaching files or images pre- and post- service |
| Date | Logging dates of installation, inspection, or other important events |
Creating a checklist template
Before you can add checklists to jobs, you will need to create a new checklist template.
From the sidebar menu, select Checklists
Not seeing this in your sidebar menu?
Make sure you've enabled this add-on from the Feature Center and pinned it to your menu.
- Select Create template
- Enter a title for your checklist
- Add your first checklist item
- Select Add item and choose the type of item you want to add (e.g., checkbox, short text, etc.)
- Enter a description for this item (e.g., check water pressure, work area clear of hazards, etc.)
- Enter a title for the first section in your checklist
- (Optional) Add extra checklist sections
- Select Add section to create separate groups for your checklist items (e.g., site safety, electrical wiring, final verification, etc.)
- Enter a title for each section this section
- Repeat Steps 5a-5b as needed
- Add extra checklist items
- In the section that you want to build out, select Add item
- Enter a description for each checklist item you added
- Choose the type of checklist item for the ones you added (e.g., checkbox, short text, single select, etc.)
- Repeat Steps 6a-6c as needed
- Select Save to create your template
Your new template will be saved and ready to use whenever you need it.
Editing a checklist template
You can return to your checklist settings page anytime to edit a template. Updates will only apply to future jobs — existing jobs that already use the template won’t be changed.
- From the sidebar menu, select Checklists
- Next to the template you want to edit, select the edit icon
- Make your changes and select Save
Deleting a checklist template
You also have the option of deleting templates from your account so they can no longer be used on future jobs. This is not the same as removing a checklist from a job. If you're looking to remove it from a job instead of deleting it altogether, please see this article.
- From the sidebar menu, select Checklists
- Next to the template you want to delete, select the delete icon
- Select Delete to confirm