Copy an Existing Checklist to another Job

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. 

Instructions

1. Navigate to the Jobs page.
2. Search for and select the job you want to create a Checklist on.
3. Select More.
4. Select Forms & Certs.
   
   
    
5. Select New Form.
6. Select Copy Previous Form.
7. Search for and select the form you have previously created from the drop down list.
   
   
    

8. 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.

9. Fill out the checklist form as needed and select Approve. 

Additional Information

For more info on Tradify's Checklist feature, see here: Use Tradify's Checklist Forms Feature