Overview
The pre-job checklist tracks office tasks that must happen before crews go to site — permits, HOA letters, material orders, utility locates, deposit collection, and similar steps.
Completing the checklist drives the job toward Ready status so it can be scheduled.
Default checklist template
Configure reusable items under:
Business Settings → Default Values → Pre-Job Checklist
Each template item has a name and description. When you create a new job, these items copy onto the job with:
- Status: Incomplete
- Due date: 7 days from creation (unless you set one on the template)
- Assigned: blank until you assign someone on the job
Changes to the template affect new jobs only, not jobs already created.
On the job
Open job detail → CheckList tab.
| Action | How |
|---|---|
| Mark complete | Toggle the status checkbox on a row |
| Add item | Click the + button |
| Edit item | Row actions → edit name, description, assignee, due date |
| Delete item | Row actions → delete |
Status rules
| Checklist state | Job status |
|---|---|
| Any item incomplete | Awaiting Task |
| All items complete | Ready |
You cannot manually set Ready from the status menu while checklist items remain incomplete. Complete or remove blocking items first.
At job creation
When adding a job (Add Job or Convert to Job), the checklist section appears before save. Review and adjust items for this specific project.
Typical items:
- Pull permit
- Call utility locate
- Order long-lead materials
- Confirm deposit received
- Send HOA notification