Use Tradify's Checklist Forms Feature

Disclaimer: This feature is currently in early access (Beta) and is not available to all Tradify users at this time. If you are interested in participating in early access testing for Tradify, please complete Tradify's Early Access Form HERE. Submission of the form will place you on the list for potential consideration for future early access testing opportunities. 

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

Additional Information

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