Checklists and customer sign-off

Make sure the important steps are done before a job can be completed.

1. 1Create checklist templates in Settings → Checklists (for example a test-and-tag or commissioning checklist).
2. 2Attach a checklist to a job. Your crew ticks items as they go.
3. 3Required items must be ticked before the job can be signed off.
4. 4At the end, choose Sign off job and capture the customer's name. The checklist locks once signed off.

Checklists are operational records for your team. They don't replace regulated compliance certificates, which are still issued through your state or national process.