You can create a default checklist to be created automatically for every new job from Settings.

You can also create a customized checklist per each job in the job itself.

You can create to-do items and categorize them in the checklist by creating categories.

We will cover 2 things below:

• How to create/edit a customized checklist for a job
• How to create/edit categories

How to create/edit a customized checklist for a job:

• Turn 'Use Default checklist' to 'Off' (disables the default checklist)

• The checklist that you create for that specific job will be used for that customer on any recurring cleanings.

• You can create to-do items for your job specific checklist by clicking on 'Add item'

• Fill out the name field (required)
• Select the 'Required' checkbox to make it required

• You can add an image
• Select from any created categories to categorized the item
  • You can create a category to select from by clicking 'New category'

• All to-do items are required in order to set the Job status to 'Completed'
• Completion of a required to-do item can be made by the assigned tech/team, admin, or manager

How to create/edit categories:

• To categorize a to-do item select a category from 'Categories' selection

• Add a new category by clicking the 'New category'

• Fill out the name

• Click 'Add category'
• You will now be able to select that category in the categories section

• Categorized to-do items will appear in checklist section in jobs under the relevant category

How to to edit to-do items:

• Edit/delete to-do items using the 2 buttons to the right

How to 'Complete' or check off a to-do list item

• To 'Complete' a to-do item click on the square box icon to the left of the to-do list item name

• Once a to-do item has been 'Completed' the status will change from 'Incomplete' (yellow) to 'Complete' (green)

Considerations:

• If 'Use Default Checklist' is set to 'On' the default checklist in Settings will always be used

Relevant articles:

• How to create a default checklist in Settings

• How to create custom price jobs

Do you have more questions about creating a job specific checklist and how it works? Email us at hello@modernmaid.io