Job Checklists & Attachments
Never miss a step, always have proof
35%
Fewer callbacks and rework
100%
Step-level accountability
< 2 min
To complete a 10-item checklist
Ensure every job is completed to standard with customizable checklists and rich media attachments. Define step-by-step procedures per job type, require photo evidence for critical steps, and maintain a tamper-proof audit trail for compliance and dispute resolution.
Why Teams Love This Feature
Custom Checklists
Build reusable checklists per job type — HVAC install, plumbing repair, electrical inspection — so every technician follows the same proven process.
Photo & File Attachments
Attach before/after photos, signed waivers, inspection reports, or any file directly to a job for complete documentation.
Completion Verification
Mark checklist items as complete with timestamps. Require photo proof or supervisor sign-off for critical steps before a job can be closed.
Audit Trail
Every checklist action is logged with who, when, and what — providing an unalterable record for compliance, insurance, and dispute resolution.
Powerful Features Built for Service Management
Checklist Templates
Create and manage reusable checklist templates for consistent job execution.
Define templates by job type with ordered steps and descriptions
Mark steps as required or optional, with photo-proof requirements
Clone and customize templates for specific customers or sites
Version-controlled templates with change history
Field Execution
Technicians complete checklists on-site from any device.
Check off items with one tap, even while offline
Add notes, photos, or voice memos to individual steps
Visual progress indicator shows completion percentage
Attachment Management
Organize and access all job-related files in one place.
Upload photos, PDFs, and documents directly from mobile camera or file picker
Auto-organize attachments by date, step, and category
Preview images and PDFs inline without downloading
Storage included with your plan — no per-file charges
Compliance & Audit
Maintain proof of work for insurance, warranty, and regulatory requirements.
Immutable audit log records every check, uncheck, and attachment action
Export completed checklists as PDF reports with embedded photos
Filter audit history by technician, job type, or date range
Frequently Asked Questions
Can I create different checklists for different job types?
Yes. You can create unlimited checklist templates and assign them to specific job types. When a new job is created, the appropriate checklist is automatically attached.
Do checklists work offline?
Absolutely. Technicians can complete checklists and attach photos while offline. Everything syncs automatically when connectivity is restored.
Can I require photo proof for certain steps?
Yes. When creating a checklist template, you can mark any step as requiring a photo attachment before it can be checked off. This is ideal for before/after documentation.
How are attachments stored?
Attachments are stored securely in cloud storage (Azure Blob Storage in production) with automatic encryption at rest. Storage is included with your plan at no extra cost.
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Ready to Try Job Checklists & Attachments?
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