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".


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