...
When ready, click the Save Quote Checklist button.
Set up a Default Checklist
1. Go to Administration → Jobs.
2. Click Edit beside the Job name where you want to set up a default checklist.
In this example, we are setting up a default checklist for job type called Building Maintenance.
3. In the field Default Quote Checklist, click the arrow to select the default checklist.
Once ready to proceed, click the Save button located on the lower right part of the box.
Note: You can create checklists by going to Advanced → Checklists → Add New.
| Tip |
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To access a tutorial video about Checklist you can click the link below: https://www.ascora.com.au/TrainingVideos/VideoViewer/Advanced-Checklists |