Creating checklists helps your team stay organized, ensures consistency, and captures all required information for housekeeping, inspections, maintenance, and other operational tasks.
Step 1: Create a Checklist
Go to the Checklists section in your account.
Click “Add Checklist”.
Add a Name – enter a clear, descriptive title (e.g., “Departure Cleaning Checklist”).
Select Type – choose one of the following:
Cleaning
Inspection
Maintenance
Other
Add a Description – optional notes explaining the checklist’s purpose.
Add Checklist Items – click “+ Item” to start adding tasks.
Step 2: Add Checklist Items
When adding a checklist item, select the type that best suits your task:
1. Yes / No
Purpose: Capture binary responses.
Example: “Is the equipment operational?”
Steps:
Select Yes / No
Add a Label (task or question)
Add a Description (optional)
2. Count
Purpose: Capture numeric values.
Example: “How many screws are present?”
Steps:
Select Count
Add Label
Add Description (optional)
Set Minimum and Maximum values if needed
3. Rating
Purpose: Capture a quality or performance rating.
Example: “Rate the cleanliness of the property.”
Steps:
Select Rating
Add Label
Add Description (optional)
Set Scale Min and Max
4. Condition
Purpose: Select the condition of an item from a predefined set.
Example: “Select the condition of the equipment.”
Options: Good, Dirty, Damaged, Not Working, Missing, Worn, Unsafe
Steps:
Select Condition
Add Label
Add Description (optional)
5. List
Purpose: Capture multiple sub-tasks under a single checklist item.
Example: “Clean the room: make the bed, dust the blinds, vacuum the floor”
Steps:
Select List
Add Label
Add Description (optional)
Enter each List Item and click + Add Option
Step 3: Configure Checklist Settings
Required Toggle: Turn on if this checklist must be completed before closing a task.
Note Required Toggle: Turn on if team members must add notes for this checklist item.
Step 4: Save the Checklist
Click Save to finalize your checklist.
The checklist is now ready to be used in Work Orders or assigned to properties and tasks.
Step 5: Attach Checklist to Work Orders
Checklists can be linked directly to Work Orders to ensure tasks are followed consistently:
When Adding a Work Order:
Select the checklist from the Checklist dropdown or
Manually add checklist items if needed.
When Editing an Existing Work Order:
Edit the Work Order
Select the checklist from the Checklist dropdown or
Manually add items.
Once attached, team members completing the Work Order will see the checklist items and can mark them as complete.
Tips for Effective Checklists
Combine different item types (Yes/No, Count, Rating, Condition, List) for flexibility.
Add clear labels and instructions to avoid confusion.
Use the Required toggle to ensure critical tasks are never skipped.
Attach checklists to Work Orders to enforce consistency across your operations.
Review and update checklists regularly to reflect property-specific processes or operational improvements.