Checklists

Create checklists that itemize what work your quote includes, and what work it doesn’t include.

Setting Up Checklists

Before you can start using checklists, you have to set them up. Navigate to [b] Receivables, then [u] Set Up, then [e] Checklist Type.

You can set up any number of checklists.

If you want to base a new checklist on an existing checklist, you can use the Save As button on the Details tab.

You’ll be asked to provide a new checklist type.

The new checklist will have all the same categories as the original.

If you want to start from scratch, select the Add action on the Details tab.

Checklist Detail Fields
Checklist Type

Unique 10 character identifier.

Description

This will display in popups when users are selecting which checklist to use for the quote.

Customer Signature Required

Not currently in use.

Default?

If this checklist type is the default, new quotes will be initialized with this checklist.

Categories

Each checklist has categories and items under each category. An example of a category might be “PLUMBING.” The items under the plumbing category would be things like pex, copper, ABS, etc. When you fill in that portion of the checklist, you can check off what kind of materials you’ll be using for your client’s job.

Enter the category heading in the top part of the window, and any number of items in the lower half.

Both the category and the items have display order fields. This controls how the checklist is ordered. If you set “allow comment?” to Y, then the checklist will include a field where the estimator can include more detail.