Checklists

Checklists help your team complete every visit consistently by providing a clear list of tasks to work through.

Why Use Checklists?

Consistency - Every visit follows the same process, regardless of who does the work.

Quality assurance - Nothing gets missed, even on complex jobs.

Training - New team members can hit the ground running with clear guidance.

Accountability - See exactly what was done (and by whom) on every visit.

How Checklists Work

1. Create templates - Define reusable checklists for your common services
2. Add to jobs - Load a template when creating or editing a job
3. Complete on visits - Crew members tick off items as they work
4. Review in office - See completion status and who completed each item

Example Checklists

Standard Lawn Care:

• Mow front lawn
• Mow back lawn
• Edge all borders
• Blow clippings from paths
• Check irrigation for leaks

Pool Service Visit:

• Test water chemistry
• Record pH and chlorine levels
• Backwash filter if needed
• Clean skimmer baskets
• Check pump operation
• Add chemicals as required

Garden Maintenance:

• Weed garden beds
• Prune overgrown shrubs
• Deadhead flowers
• Apply mulch to bare spots
• Spray for pests if needed

Getting Started

1. Create your first checklist template
2. Use checklists on visits

Permissions

Role	View Templates	Create/Edit	Delete	Complete Items
Owner	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes
Office	Yes	With permission	With permission	Yes
Field	Yes	With permission	No	Yes

See Roles & Permissions for more details.