How checklists work
A checklist is a list of questions you build once and use on many work orders: a car’s check-in at the shop, the tests on a phone before hand-off, the final readings on an air conditioner. You answer it on your phone during the job, and you can add photos to the questions.
- Template
- The list of questions you build in Checklists, in Settings. It works for all your orders.
- On the order
- A copy of the template, added to the order and answered there. It shows under Checklists on the order screen, with how many questions are answered.
- In the PDF
- The order’s checklists go into the PDF, with the answers and photos.
Types of answer
Each question has a type of answer, which sets how it’s answered. Pick it by what you want to check later.
| Type | How it’s answered | Example |
|---|---|---|
| Yes or no | Tapping Yes or No | Does the device turn on? |
| Pick one option | Choosing one option from the list | Fuel level: reserve, 1/4, 1/2, full |
| Pick several options | Checking one or more options | Belongings left: charger, case, SIM card |
| Text | Writing freely | Problem the customer described |
| Number | Typing a number | Mileage, gas pressure |
| Photo only | Taking or choosing photos, no text | Body photos at check-in |
Create a template
If someone works with you, only Administrator and Supervisor create and change templates.
- Tap the profile button at the top of Home and go to Checklists.
- Tap + (New checklist) and type the Checklist name.
- Tap Add question. Write the question, pick the Type of answer and turn on Required if the checklist can’t be finished without it. Tap Done.
- Repeat for each question. To remove one, swipe left.
- Tap the ✓ at the top to save. It turns blue once the checklist has a name and at least one question.
Change a template or stop using it
Tap the template to change the name or questions; touch and hold a question and drag it to reorder. In the template’s …, Stop using takes it off the list when adding to an order, without deleting it. Orders that already used it don’t change.
Answer it on the order
Answers are saved right away; there’s no save button.
- On the order, tap …, then Add to the order and Checklist.
- In Which checklist?, pick the template. If the order has more than one vehicle or device, the app asks which one the checklist is for.
- Tap Start. Questions show one at a time: answer and tap Next, or Skip for now to come back to it later.
- When everything is answered, tap Finish checklist. If only optional questions are left, Finish anyway shows. If a required one is missing, the app shows what’s left.
Photos on checklists
A photo shows how the car or device arrived and how it looked after the job, and it goes into the order’s PDF.
How it works
- Take a photo
- Opens the camera and adds the photo to the question.
- Choose from library
- Lets you pick several photos at once.
- View and remove
- Tap the photo to see it full screen. That’s where you remove a photo, while the checklist isn’t finished.
If someone works with you
Working alone, you do everything. With a team, anyone who can open the order can answer its checklists. What changes by role is who creates templates, who adds checklists to the order and who reopens them.
| Role | Create templates | Add to or remove from the order | Reopen finished |
|---|---|---|---|
| Administrator | Yes | In any status | Yes |
| Manager | No | In any status | Yes |
| Supervisor | Yes | Until the order is completed | Yes |
| Consultant | No | On their own orders, in any status | No |
| Technician | No | Only in Quote | No |
What each role can do is in Team and roles.
FAQ
Can I change a template that’s already been used?
Yes. The change applies to the next orders. Checklists already on orders keep the questions from when they were added.
How do I reopen a finished checklist?
Open the checklist on the order, tap … and Reopen. With a team, only Administrator, Manager and Supervisor see that option.
Can I use the same template on many orders?
Yes, as many as you like. Each order gets its own copy, answered separately.
Why can’t I mark the order as ready?
One of the order’s checklists isn’t finished yet. Open it and finish it before marking the order as ready.
Why can’t the technician add a checklist?
Once the order leaves Quote, the Technician only answers the checklists already on it. Add them before approving, or ask a Supervisor or Administrator.
Does the checklist show in the order’s PDF?
Yes. Checklists go into the PDF, with the answers and the photos on the questions.