Building your own checklist is easy.
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.
TIME SAVING TIP: Use "Checklists" to rename and reorder your master service list groups/items to make them easier to work with. For instance, creating a "Grand Piano Checklist" checklist could have a generic 'Tuning' service item renamed "Grand Piano Tuning".
FROM THE MOBILE APP
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.
TIME SAVING TIP: Use "Checklists" to rename and reorder your master service list groups/items to make them easier to work with. For instance, creating a "Grand Piano Checklist" checklist could have a generic 'Tuning' service item renamed "Grand Piano Tuning".
