Small business checklist template - Housecall Pro


Small business checklist template

A checklist can serve as a record to verify the completion of tasks in a timely manner and which employee completed the items on the checklist.

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What is a checklist template used for?

A checklist template is a tool used by plumbers, electricians, and other service professionals to keep track of what needs to be done when servicing or repairing equipment. It also ensures that proper procedures are followed when performing tasks.

Business checklist example

The required fields for a checklist typically include:

  1. Checklist name
  2. Date checklist was made
  3. List of items to be completed
  4. When an item should be completed (e.g. daily, monthly, annually)
  5. Action of the checked-off item (e.g. repaired, replaced, serviced or inspected)
  6. Who completed the task
  7. Date the item was completed
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