HelpDocs

Checklist Client Setup Guide

Welcome to Checklist! Here are a few key areas to check when setting up Checklist.

Service Provider: Dashboard

Your Checklist dashboard provides an overview of your account. At a glance, will see your upcoming jobs, problem jobs, assignment requests and invitations from clients to work. Additionally, you will see the different job statuses, any imminent Jobs and any incident reports logged.

How To Add/Remove My Credit Card?

Your Service Provider will prepare and send you invoices for jobs. Invoices can be prepared for jobs that are not yet started, jobs that are in progress, completed jobs or even cancelled jobs if a ca…

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For Property Managers

These help guides are dedicated to Property Managers to navigate through the functionality of Checklist in making their workflow as efficient as possible.

28 articles by 2 authors

For Service Providers

These help guides are dedicated to Service Providers to navigate through the functionality of Checklist in making their workflow as efficient as possible.

14 articles by 1 author

Miscellaneous

These articles cover the minor but mighty aspects of updating and refining your account level details as well as changing your notification settings to ensure the appropriate alerts can be received.

6 articles by 1 author

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