Build custom checklists so that you (and your team) remember every little detail. Monitor a checklist’s status with simple red, yellow, green indicators.
Are items on a checklist mission critical? Make checklists mandatory so that it’s impossible to miss them before completing a job.
Include your checklists with invoices so that your customer can see the proof of a job well done.
1. Make sure you’re on a Housecall Pro Grow plan (or above)
2. Turn on checklists in the app store
3. Create checklist templates
4. Add a checklist to your jobs
5. Technician completes checklist on the job
6. Attach the completed checklist to your customer invoice