Create Checklist Forms from Within Jobs

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. Hover over Checklists.
7. Select either Basic Checklist or Detailed Checklist.
   
   
    
8. In your new Checklist, add an internal name which you will use to search this checklist by in future for making copies of it.

9. 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.

10. Select Approve once the Checklist is filled out and ready for viewing.

Additional Information

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