Create and use checklists

A checklist is a reusable set of steps — for example a pool inspection, a fire sprinkler check, or a move-out walkthrough. You build a checklist once in your organization settings, and it's then available to attach to service requests so a technician can confirm each step is done.

Before you start: the checklist feature must be turned on for your organization. An admin enables it under Settings → Organization → Modules → General with the toggle "Use checklists to manage work."

Create a checklist

1. Open Settings (top-right Admin menu), choose Organization, then the Checklists tab. Existing checklists are listed here, with a Search box to find one.
2. Click Create Checklist.
3. Enter a Name.
4. Under Steps, type the first step, then choose how it's answered from the type dropdown: Checkbox (a simple done / not-done check), Single (pick one option), Multiple (pick more than one), or Text (type in a free-text response, such as a reading or note).
5. Click the + to add more steps. Drag the handle on the left of a step to reorder.
6. Click Save. The checklist now appears in the list and is ready to use.

To edit a checklist's name or steps later, use the pencil icon on the Checklists tab; use the ✕ icon to delete one you no longer need.

Use a checklist on a service request

1. Open the service request and click the Checklists tab in the center tab row (alongside Notes, Costs, and Time Tracking).
2. Add the checklist you want to run on the request.
3. Work through each step — check items off, choose options, or fill in text as the work is done.
4. Finish the remaining steps before you close the request so the record is complete.

The service request list also has a Checklist column you can add (via Columns) to see checklist progress across requests at a glance.

Related articles

• Review a service request
• Add notes, photos, and files to records
• Create a preventive maintenance schedule