Creating Checklist Templates

Checklist templates define the tasks your team needs to complete during a visit. You create a template once, then assign it to one or more sites.

Creating a Template

1. Go to Checklists in the sidebar
2. Click Create Template
3. Enter a template name (e.g., "Weekly Clean - Office")
4. Start adding checklist items

Adding Checklist Items

For each item, you can configure:

• Item name: What needs to be done (e.g., "Vacuum all carpeted areas")
• Required: Must be completed before checking out
• Require photo: Field worker must attach a photo to mark complete
• Require notes: Field worker must add a note to mark complete
• Require before/after photos: Captures a paired before-and-after shot for the item
• Instruction text: Short guidance shown to the field worker on the item
• Instruction photo: A reference image shown to the field worker (e.g. "this is what 'good' looks like")
• Sub-items: Break a task into smaller steps

Using Sub-Items

Sub-items let you group related tasks under a parent item. For example:

• Kitchen Clean

To add sub-items:

1. Click on a checklist item
2. Click Add Sub-Item
3. Enter the sub-item name
4. Repeat for each sub-task

Reordering Items

Drag and drop items to reorder them. Items appear in this order when your team works through the checklist on-site.

Editing a Template

1. Open the template from the Checklists list
2. Make your changes
3. Changes save automatically

Tips

• Keep checklist items specific and actionable
• Use photo requirements for high-visibility areas or tasks where proof matters
• Use before/after photos to make quality of work visible at a glance
• Create different templates for different service levels (e.g., "Daily Clean" vs "Deep Clean")