What is a Checklist?
A checklist is a set of tasks an operator must review before marking a job as "Complete." This allows you to standardize quality across your team.
How to Create a Checklist
Go to Avatar > Settings > Checklists.
Click the Blue Plus (+) button.
Name: Name the list (e.g., "Post-Job Safety Check").
Checklist Item Types
You can mix and match three types of items to build your list. Click + Add Item to select:
Checkbox: A simple "To-Do" list (e.g., "Gather all tools").
Flag: A Pass/Fail toggle, useful for inspections (e.g., "Is the pilot light on?").
Text Field: Requires the technician to type notes (e.g., "Record the final pressure reading").
Critical Settings: Mandatory Completion
You will see a setting labeled: "Prevent operators from marking jobs completed if they have not finished request."
Note: If you enable this setting, the app will block the technician from closing the job until every item on the checklist is marked. This is a powerful tool to ensure compliance.
Automated Assignment
You can save time by having checklists appear automatically based on the job type:
By Section: Automatically add this list to every Quote, Invoice, Job, Assessment, or Project.
By Service (Highly Recommended): Use the dropdown to select specific services.
Scenario: If you select the service "AC Tune-up," this specific checklist will only appear when a technician is doing an AC Tune-up.
Preview: Before saving, use the Preview Button to see exactly how the checklist will look to your technician in the field.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.