Checklists and inspections
Build checklists, assign them to jobs, and fill them in the field.
6 articles- Create a checklist for your teamBuild a custom checklist on the web with questions, photo requirements, and languages.
- Assign a checklist to a project or work orderAssign a published checklist to a job and, optionally, to specific team members.
- Fill a checklist in the fieldTechnicians fill assigned checklists in the mobile app — offline drafts, online submit.
- Publish, duplicate, and archive checklistsManage the lifecycle of a checklist: versions, copies, archiving, and deletion.
- Review checklist submissions on the webSee completed checklists on the project or work order they belong to, right from the web dashboard.
- Attach photos, measurements, and assets to checklist answersBack up checklist answers with photos, videos, and linked work order data from the mobile app.