You can create a default checklist to be created automatically for every new job from Settings.
You can turn the 'Use Default checklist' to 'Off' on any job that you want to create your own checklist for:
You can create to-do items for your job specific checklist by clicking on 'Add item':
To create a to-do item fill out the following fields:
- Name (required)
- Choose to make it required or not (not required)
- Add images (not required)
- Select a category it belongs to (not required)
- Choosing to make a to-do item required will require completion of that item in order to set the Job status to 'Completed'
- Completion of a required to-do item can be made by the assigned tech, admin, or manager
Categories and to-do items
You can categorized to-do items as you create them by selecting a value from the 'Categories' selection:
Categorized to-do items will appear in checklist section in jobs under the relevant category:
Editing the to-do items
You can edit the to-do item name or delete the to-do item using the 2 buttons to the right:
How to 'Complete' or check off a to-do list item
You can 'Complete' a checklist item by clicking on the square icon to the left of the to-do list item name on the checklist in any job:
Do you have more questions about creating a job specific checklist and how it works? Email us at help@maidily.com