How to create a cleaning checklist for each job

You can create a checklist for a job or use the defaulted checklist from Settings - learn how it works

Written by Mony

Updated 4 weeks ago

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:

Once the 'Use Default Checklist' is switched to 'Off' the checklist that you create for that specific job will be used for that customer on any recurring cleanings

All required to-do items must be completed in order to set the Job status to 'Completed'

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:

Categories must be made ahead of time from the default checklist in Settings

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:

Completion of a required or non required to-do item can be made by the assigned tech, admin, or manager

Once a to-do item has been 'Completed' the status will change from 'Incomplete' (yellow) to 'Complete' (green)

All required to-do items must be completed in order to set the Job status to 'Completed'

Do you have more questions about creating a job specific checklist and how it works? Email us at help@maidily.com

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