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6. When ready, click the Save button. Your Checklist is now available to add to a Quote or a Job.
How to set up a default checklist per job or quote
1. Go to Administration → Jobs.
2. Click Edit beside the Job name where you want to set up a default checklist.
3. In the field Default Job Checklist, click the arrow and select accordingly.
Once ready to proceed, click the Save button located on the lower right part of the box.