Jobs & scheduling
Use a job checklist
Add a simple to-do list to a job and tick items off as the work gets done.
A checklist is a quick to-do list on one job: "Bring ladder", "Replace filter", "Test thermostat". Use it for one-off reminders. For the same questions on every job of a kind — readings, pass/fail checks, sign-offs — use job forms instead.
Add items
- Go to Work → Jobs and open the job.
- In the Checklist panel, type in Add checklist item... and press Enter (or select Add checklist item).
- Repeat for each item. Items stay in the order you add them.
Tick items off
Select an item's box to mark it done; select it again to mark it not done. The panel shows progress, such as 3 of 5 done.
Technicians can tick items off on their own jobs, in the browser or the mobile app.
Delete an item
Select the delete button next to the item. The item is removed straight away.
When a recurring job books its next job, the checklist is copied over with every item unticked. See Set up a recurring job.