Checklists settings

The checklist templates printed with a job card or on their own.

When to use

You are setting up your service checklists.
You change what a service checks.

Only Owners can change checklists.

Overview

The Checklists page lists each template with its paper colour, colour band, number of items, how many jobs use it, and status. A job type can add one to its jobs automatically. See Checklists for how they print.

Key features

Name, for example Truck service.
Paper colour: the paper it is printed on. It is printed small in the header as a reminder.
Band colour: printed across the top of the sheet with the name in it.
Active. Inactive templates cannot be added to jobs. Jobs that have them keep them.
Items: an ordered list. Each line is an Item or a Heading, which is a shaded line across the sheet that starts a section.

How to: make a checklist

Go to Settings, then Checklists, then New checklist.
Enter a Name, Paper colour and Band colour.
Select Add item or Add heading and type each line.
Use Up, Down and Remove to arrange them.
Select Add checklist.

Tips & gotchas

The buttons that change the list show the form again. Only Save writes to the database.
Make a template inactive instead of removing it if jobs use it.
Choose a default checklist for a job type on Job types settings.