Review checklist submissions on the web

When a technician submits a checklist in the app, it comes back to the web on the project or work order it was filled for. That's where you review it — there's no separate inbox to dig through.

Find a submission

1. Open the project or work order on the web.
2. Go to the Checklists tab.
3. Scroll to Submissions to see everything submitted for that job.

Read the answers

Select a submission to open it. You'll see:

• The template name and when it was submitted.
• Submitted by the technician who completed it.
• Every answer, read-only, exactly as it was submitted.
• Attached photos, recordings, and assets — open a file to view it.

Turn it into a report

For work orders, a submission opens with a Create report button that carries its answers into a new report. See Generate a report.

Good to know

• Reviewing on the web is read-only. Checklists are filled in the app — the web Preview button only shows the blank template.
• Submissions already tied to a report don't appear in this list; you'll find them inside that report instead.