Job Checklists & Inspections
Use checklists to give your crew a consistent set of checks for a job, such as an inspection or closeout. Create a reusable template, attach an instance to a job, and record the answers there. Completed checklists remain available with the job.
Before you start
- Your account needs access to Job Checklists & Inspections and the relevant job. Ask an administrator to review your Checklists or Jobs permissions if you cannot open or update a checklist.
- A manager with account-wide job access can create templates and change checklist settings. Crew members with access limited to assigned jobs use the checklist from that job rather than an account-wide template list.
Create a template
- Open Job Checklists & Inspections and select New template.
- Give it a name; optionally add a category and description. Keep it active if it should be available for new job checklists.
- Save the template, then choose Edit items to add each check. Give every item a label and choose its answer type: Pass/Fail, Yes/No, Checkbox, Text, or Number. Mark an item required when it must be answered before completion. Optional help text can clarify what to inspect.
- In Settings, you can choose a default template and default item type. The Require completion before job close setting prevents a job from being marked complete while its checklist is pending or in progress. A voided checklist does not block closure.
Deactivating a template removes it from the choices for new checklists; it does not erase existing job checklists. Review the confirmation before deleting a template item.
Start and fill out a job checklist
- Select Start checklist, choose an active template and a job, and optionally enter an assigned technician's name and notes. If you have assigned-job access, open the job from My Day first; the job is selected for you.
- Open the checklist from the Instances view. The status filters are All, Pending, In Progress, Complete, and Void.
- Select Fill out and record answers. A pending checklist with answers in progress shows In Progress. Save each answer before leaving the page.
- Select Mark complete when the required items are answered. Completed and voided checklists can be viewed but not edited.
Void is for a checklist that should not be completed. Review its confirmation before proceeding; a voided checklist no longer counts as unfinished work for the job-close requirement.
Troubleshooting
- No templates to choose from: An account-wide user must create and activate a template first. Ask a manager if you only have assigned-job access.
- A job or checklist is missing: Open the assigned job from My Day if your access is limited. An empty filtered view is different from a load error; use Retry on a load error.
- Mark complete fails: Answer every required item and retry. If an answer fails to save, reopen the checklist and verify it appears before trying again.
- Can't close the job: When the completion requirement is on, finish or void each pending or in-progress checklist attached to that job.