How to use checklists on service jobs
Web
Updated Aug 2026
Checklists keep service quality consistent. Attach a checklist to a job so technicians tick off the same steps every time — a diagnostic list, an inspection, a hand-over — and nothing is missed on a repair.
Step by step
- Set up checklist itemsWeb: create checklist categories and items in the service settings.
- Attach to a jobApply the relevant checklist to a service job.
- Technician completes itThe technician ticks items off as they work, so the job’s steps are auditable.
Where to find it
Web: the Service checklist settings, applied on service jobs.
Consistent checklists mean consistent quality — and a record if a customer queries the work.
Frequently asked questions
Can I add checklists to repair jobs?
Yes. Create checklist items and attach them to service jobs so technicians follow the same steps every time and nothing is missed.
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