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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 Type
You can set up a default checklist per job
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type and can also do the same for quotes.
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.
In this example, we are setting up a default checklist for job type called Building Maintenance.
3. In the field Default Job Checklist, click the arrow and select accordinglyin this example, we select the checklist called Maintenance - Jobs.
Once ready to proceed, click the Save button located on the lower right part of the box.
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Note: You can create checklists by going to Advanced → Checklists → Add New. |
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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 |