Overview
Define the standard office tasks that must complete before field work. Items copy to every new job with status Incomplete and a default due date.
Where in the app: Business Settings → Default Values → Pre-Job Checklist
Open: Pre-job checklist defaults
Changes affect new jobs only, not jobs already created.
Checklist items
Each item has:
| Field | Purpose |
|---|---|
| Task name | Short label (e.g. "Pull permit") |
| Description | Details for the assignee |
Actions
- Add — new template item
- Edit — update name or description
- Delete — remove from template
Items save immediately (no page-level Save button).
On the job
When a job is created, template items appear on the CheckList tab. Completing all items moves job status from Awaiting Task to Ready.
See Pre-job checklist.