Use Tradify's Checklist's 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. Create one master checklist, then copy it across as many jobs as you need.

Video Guide

Create a New Checklist

1. Navigate to the Jobs page.
2. Search for and select the job you want to create a Checklist on.
3. Select More > Forms & Certs.
   
   
    
4. Select Create > Checklists > Select either Basic Checklist or Detailed Checklist.
   
   
    
5. In your new Checklist, add an internal name which you will use to search this checklist by in future for making copies of it.
6. Fill out and add items to your checklist as needed, including the Form Title, Checklists and items on the checklist, Questions, Photos requirements, Additional Comments, Signatures and Footer. 
   Note: Job and Company details will fill automatically with the available information, but can be edited as needed.
7. Select Approve the Checklist once filled out and ready for viewing.

Copy an Existing Checklist to Reuse on another Job

1. Navigate to the Jobs page.
2. Search for and select the job you want to create a Checklist on.
3. Select More > Forms & Certs.
   
   
    
4. Select Create > Copy Previous Form.
5. Search for and select the form you have previously created from the dro.
   
   
    
6. Select Copy Form.
   Note: This will copy the form without any fields actioned, i.e. all checklist items will be unticked and all fields specific to that job will be updated, etc.
7. Fill out the checklist form as needed and select Approve. 

Reset a Checklist to Draft

1. Navigate to the Jobs page.
2. Search for and select the job you want to create a Checklist on.
3. Select Forms & Certs.
4. Selec the Checklist form you want to reset for editing. 
5. Select Options.
6. Select Reset to Draft.
   
   

Additional Information

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