How to set up a job checklist

Make sure techs finish the important steps before a job can be completed.

A checklist is a list of steps techs check off on the Job Complete tab, for example "Tested all zones" or "Showed the customer the app".

Set it up

1. Go to Settings and find Job checklist.
2. Add each step on its own line.
3. Check Require the checklist to complete a job if a job can't be completed until every step is checked.
4. Press Save checklist.

Good to know

• Billing the customer never needs the checklist. Techs can still take a payment or send the invoice.
• Techs can also add their own checklist to one job with + Add a job checklist. Only they see it.