Checklists enforce your process, require proof, and prevent premature job closeouts.
Create templates
Settings → Checklists → New Checklist.
Add tasks with Title and Description.
Set Visible to:
Staff (internal for staff only),
Staff & Contractors (subs or staff can complete),
Public (share read‑only link with customers if desired).
Use Require user to upload at least one file for photo/video proof of task completion.
Turn on Enable Alerts (e.g., trigger at Dispatch, re‑remind at 24h).
Possible templates to start with
Staff – Pre‑job: Verify materials, Confirm start with customer, Permit checked.
Interior Painting: Protect floors, Mask trim, First‑coat photos, Final photos, Cleanup.
Exterior Painting: Pressure wash, Scrape/sand, Primer photos, Final cleanup, Yard check.
HVAC Install: Equipment serial photo, Startup checklist, Combustion test, Before/After photos.
Staff – Post‑job: QC walk, Customer sign‑off, Invoice approval, Leave review for contractor.
Tips
Keep lists 6–10 tasks long to contractor avoid fatigue.
Make photo tasks explicit (“3 final photos: wide, detail, problem area resolved”).
Avoid Public checklists when sensitive work photos are expected.