Overview
View a 3 minute video showing how to create Checklists from modular Templates below.
Checklist modules allow you to build any type of checklist: Turnover, Inspection, Maintenance, Meet & Greet...
Build your checklists based on the layout of your property: number of bedrooms, bathrooms, other rooms, and how those rooms flow in a sequence (Chapters)
Customize Rooms (Things and Tasks): add a Dishwasher, a Microwave, a TV, and decide whether you'd like to leave fresh towels in the bedroom or the bathroom
Getting started
Navigate to "Property" in the Main Menu, then choose a Property (if you haven't added Properties yet, Add a Property first)
Tap on Checklists, and Add a New Checklist
Building your Checklist
Find your Templates in the lower panel ( 1 ); they are organized by (C)hapters, (T)hings and Tasks and E(X)tras
View what's in a template by tapping the "Preview" button ( 2 )
Once you tap on template, they appear in the upper panel; this is your checklist. You can add templates as often as you'd like (eg tap three times if you have three bedrooms.
Editing your Checklist
To delete a template from your checklist, tap it again
To move modules, drag them
E(X)tras are tasks that are usually not completed for each turn; use them to build deep clean checklists, or add them on a case by case basis when you Send a Job
Saving your Checklist
Tap "Next" to build your finished checklist
Review your new checklist by swiping left
Tap "Save" to see an Overview
Finishing off
Rename your Checklist tapping (...)
Replace our Illustrations with your listing photos to show your cleaner how to stage a room, and to inspect for damage
Edit Slides and Bulk Edit to further customize
Next...
Find your newly created checklist in Properties: Checklists and Send A job or Start a Job
Learn how to Create a Custom Template
Video: Creating a checklist from best-practice templates