In this article, you will learn how to automatically add checklists by job type.
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 automatically added based on job type. For example, installation jobs can include one checklist, while maintenance jobs include another — ensuring each job follows the correct process.
Auto-applying checklists by job type
- From the sidebar menu, select Checklists
- Select the template you want to edit
- Select Checklist settings
- Turn the toggle on for Auto-apply by job type
- Select the job types you want to include
- Select Save
Moving forward, all jobs assigned this job type will automatically include the checklist, ensuring consistency across your team.