Team Pro
Creating Checklist Templates
Step-by-step guide to adding checklists to your services.
1
Access Your Service
Go to Catalog and select the service you want to add a checklist to.
2
Find Job Checklist Section
Scroll down to the Job Checklist section. This is only visible on Team Pro plans.
3
Add Sections
Click Add Section to group related tasks. For example:
- • Pre-Service Inspection
- • Service Tasks
- • Completion & Sign-off
4
Add Checklist Items
Within each section, add items with:
- • Item type (checkbox, photo, text, signature, etc.)
- • Description of what to do
- • Whether the item is required
