Building your own checklist is easy.

TIP: Using "Checklists" you can rename and reorder your master service list groups/items to further personalize your estimates. For instance, creating a "Grand Piano Checklist" checklist could have a generic 'Tuning' service item renamed "Grand Piano Tuning". For reporting purposes, all your tuning services could use this item, but to your client, it looks like a special "Grand Piano Tuning for their grand piano".

FROM THE WEB APP


Step 1: Go to Settings > Estimates > Checklists

Step 2: Click "New" then "Add Items"

Step 3: Add and customize items inside your checklist.

Step 4: Save.


FROM THE MOBILE APP

This setting can only be changed by logging into the Web App at this time.

Step 1: Go to Settings > Estimate > Checklists

Step 2: Click "New" then "Add Items"

Step 3: Add and customize items inside your checklist.

Step 4: Save.


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