Create and use checklists during assessments

You can now create, attach, and complete checklists during the assessment phase of a request. Capture key details on-site before work begins so you can quote faster and more accurately, and deliver a better customer experience.
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Customize checklists with checkboxes, dropdowns, and short or long answer fields. Team members can also upload images and collect signatures as part of their assessment. Add checklists to assessments or jobs, or attach them automatically to standardize how your team gathers information on-site.
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​Note: Job forms are now called checklists. All existing functionality remains the same.

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Checklists is available on select plans
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