Checklist Templates

Build reusable checklists that your team follows on site visits — pre-installation checks, commissioning steps, warranty inspections, or anything else that needs to happen in order.

Creating a template

Go to Settings → Checklist Templates and tap + New Template:

1. Give it a name (e.g. "Split System Commissioning")
2. Add checklist items in order
3. Each item has a description and can be marked as required or optional

Using checklists on visits

When you schedule a job visit, attach a checklist template. The tech sees the checklist on the visit screen and ticks off each item as they go. Completed checklists are logged in the job's activity feed.

Example templates

• Pre-installation survey — check power supply, wall structure, pipe route, drainage
• Split system commissioning — leak test, vacuum, charge, run test, clean up
• Ducted commissioning — airflow balance, zone test, filter check, thermostat setup
• Warranty check — filter condition, refrigerant pressure, electrical connections, drainage

Tips

• Make checklist items specific — "Check isolator is correctly wired" beats "Check electrical"
• Mark safety-critical items as required so they can't be skipped
• Review and update templates after each install season — processes improve over time