Job checklists

Go to Jobs⇾ Checklists:

On this page you can view, create, update, or delete job checklists.

If you select a checklist when creating a job, the vendor will have to check all the items in the list before completing a job.

Creating checklist

To create a new checklist, go to Jobs => Checklists, press "New checklist", specify the name, add notes if necessary, and press "Create":

Then you can create the list of needed items to the checklist as described below.

Adding items to checklist

To add items to a checklist, click on a checklist name, press "Add item" in the "Items" section, specify the name and the item order in the list, then press "Create":

To update, clone, or delete an item, press "Update", "Clone", or "Delete":

Checklist view

To update, clone, or delete a checklist, click on a checklist name and press "Update", "Clone", or "Delete" in the "Details" section:

Please note that checklists in use cannot be deleted or updated.

Vendor view

If you select a checklist when creating a job, the vendor will not be able to complete the job until they check all the items in the checklist.

Here is an example of how the checklist may look like from a vendor's side: