In this article, you will learn how to send completed checklists to your clients.
Checklists is a Feature Center tool 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.
After completing a checklist, you can easily send the checklist to your client. Please note that checklists can only be sent when they have been submitted.
How to send completed checklists to clients
- From the web app, open the job containing the completed checklist
- Select the Checklists tab
- Next to the checklist you want to export, select the send icon
- At the top of the pane, select Via email or Via SMS
- Select Send email/text
What your customers will see
Clients will receive a message with a PDF of the checklist. This system-generated document is not editable and automatically includes your logo, business address, and service details.