Use Tradify's Checklist Forms Feature

Topic

Checklists let you build structured forms with tick-off items, written responses, photo evidence, comments and signatures. All directly within a job or from the Forms page, or create a checklist Template, then copy it across as many jobs as you need.

Video Guide

Create a New Checklist Forms within Jobs

• Create Checklist Forms from Within Jobs

Copy an Existing Checklist to Reuse on another Job

• Copy an Existing Checklist to another Job

Create a Checklist Form from a Template

• Create Forms From Templates

Reset a Checklist to Draft

• Reset Checklist Forms to Draft

Use Checklist Sections

• Use Checklist Sections

Create a Checklist Form Template

• Create Form Templates on Tradify Web

Additional Information

For more info on upcoming features, see here: Product Updates