Reusable job checklists

A checklist template is a list you write once and attach to every job of that kind.

1. Create a template with a Name and Description, and add its Items.

2. Use Groups when a job has distinct phases and a flat list would be hard to follow.

3. Auto-attach to services means the checklist lands on the job automatically whenever that service is booked.

4. Deactivate a template you have retired instead of deleting it, so finished jobs keep the checklist they were done against.

Tip: Auto-attach is what makes this stick. A template nobody remembers to add is a template nobody uses.