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How to create a default checklist

You can create a default checklist from Settings that will automatically load for every job - learn how it works
Written by Mony
Updated 2 weeks ago

You can create a default checklist that will be loaded within each job from Settings -> Booking forms & Communication -> Checklist:

Creating 1 to-do list item from the Default checklist in Settings will trigger the default checklist to be 'On' for every new job

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

Each default checklist can include 'Categories'

The default checklist comes preloaded with 5 categories:

  • Bedrooms
  • Bathrooms
  • Kitchen
  • Living room
  • Dining room

You can create a category by navigating to Settings -> Booking forms & Communication -> Checklist -> Add checklist category:

  • Add name for it and 'Save'

Once a category is created it will appear in the 'Checklist category section in Settings:

You can edit the category name or delete the category using the 2 buttons to the right:

Each checklist can have 'To-do items'

You can create a to-do item by navigating to Settings -> Booking forms & Communication -> Checklist -> 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
Created to-do list items that are categorized will appear under the relevant category in the checklist on the job details page for new jobs only:

  • Attached images will show on the to-do item in the checklist

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:

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

The details of who completed the to-do item will show next to it:

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

Do you have more questions about the default checklist and how it works? Email us at help@maidily.com

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