Checklists make sure every job gets done the same way, every time. Build one for inspections, punch lists, move-outs, or any step-by-step process, and require photos as proof of work. Checklists work the same way in the mobile app.
Create a checklist
Go to Checklists and click Create New Checklist. Or open a project, click Create, and choose New checklist.
Pick the project the checklist belongs to.
Name the checklist and add your tasks.
Click Create Checklist.
Build your tasks
Each task has a name and an optional description. You can also:
Add a reference photo to show what "done right" looks like.
Turn on Photos required so the task can't be completed without a photo.
Click Add Field to collect specific answers: Checkbox, Text, Yes/No, Rating (1 to 5), Select, Multi-Select, Number, or Date.
Drag tasks to reorder them, and click Preview to see exactly what your crew will see.
Assign contributors
Open Contributors in the left panel and pick the team members who should complete the checklist.
Reuse checklists with templates
Built a checklist you'll use again? Click Save as Template.
To use it on another job, open that project, create a new checklist, and choose from template. Your tasks, fields, and photo requirements are copied over, so you can start right away.
Track progress
The Checklists page shows every checklist with a progress bar, like "3 of 5 items completed." Switch between My Projects and All Projects to see more.