Every Technician Follows the Same Playbook on Every Job
Attach a checklist template to any service so technicians see the exact steps on the work order. Check-off UI tracks completion, and the checklist follows the job through completion.
The Problem
Every service has a standard list of steps — pre-service checks, during-job tasks, before-leave verification — and technicians either remember them or they don't.
Steps Get Skipped
Without a checklist in front of them, techs rushing between jobs skip the pre-service walkaround or the post-service photo, and callbacks pile up.
Training Is Inconsistent
New techs learn the job by shadowing, and every mentor teaches slightly differently. Quality drifts across the team.
Paper Checklists Get Lost
Printed checklists end up in trucks, on floors, and in the trash. There is no record for QA or insurance claims.
How It Works
Build a Template per Service
On any service, add a checklist template with as many steps as you need. Reorder, edit, and version directly on the service record.
Auto-Attach to Work Orders
When a work order is created for that service, the checklist auto-populates on the work order detail page. No manual linking.
Techs Check Off in the Field
Mobile-responsive checkbox UI on the work order page. Each check stamps the time and user so QA has a record.
Review on Completion
The completed checklist lives on the work order forever. Managers can audit any job to verify every step was completed.
Key Capabilities
Per-Service Templates
Every service can carry its own checklist. Different templates for tune-ups vs. installs vs. callbacks on the same equipment type.
Mobile Check-Off
Large touch targets on the work order detail page. Techs check off each step on their phone between tasks.
Time + User Stamps
Each check records the time and the user who checked it. QA can see who did what, and when.
Version History
Edit a template and every new work order gets the new version. Existing work orders keep the template they were created with.
Required Step Enforcement
Mark steps as required. The work order cannot be moved to Completed until every required step is checked.
Print or Export
Print the completed checklist for insurance claims or permit inspections. Export as a PDF alongside the invoice.
See It in Action
Real checklist usage from Smarfle service businesses.
Templates Saved
Jobs With Checklist
Completion Rate
AC Tune-Up (12 steps)
Used 84 times this month
Water Heater Install (18 steps)
Avg 42 min completion
Post-service Photos (4 steps)
Required on every job
Frequently Asked Questions
Yes. Each service on the work order contributes its checklist. Multi-service jobs show all checklists stacked.
Techs can add notes but cannot modify the checklist itself. Managers edit the template; techs check off and note.
Checklist data is tiny text. It does not count against your storage cap or any usage meter.
Yes. Workflow Automation can fire on work order completion, which requires all required checklist steps to be done.
Pricing
Job Checklists Are Included
Checklist templates are included on every plan. Unlimited templates, unlimited steps, no per-check fees.
Included
View all plans