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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.

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2. Click Edit beside the Job name where you want to set up a default checklist.

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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.

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