Checklists for the crew

A checklist is a list of what gets done on a job, one line per item, that the crew ticks off on their phone as they go.

1. Go to Settings, Services and prices, and open a service.
2. In “Checklist for the crew”, type one item per line, or press “Use the usual list” to fill in the standard list for your trade. Save.
3. On the job, the crew sees the list under the clock on their pass. Each tap ticks an item, and the heading counts, like “3 of 6”.
4. Ticked items show on the client’s report card under “What we did”, above the crew’s notes.

Nothing here is required. A service with no list shows nothing. Marking a job done still only needs a job note and hours. The report card only goes out when you or the crew press Send. New businesses get the usual list on every service to start; clear the box to remove it.