HelpDocs

Billing Information

The Billing Information page allows you to view and manage your charges and billing details.. On your dashboard, click your profile image or the icon at the bottom left and select Billing Info from t…

How To Send An Invoice To A Client?

Once an invoice is created, it must then be sent to the client for the payment processing to begin. An invoice must be created before it can be sent to a client. Clients can pay invoices using their debit/credit card.

How Do I reassign Jobs As A Service Provider?

As a service provider company, you may want to reassign jobs to employees on your account. This feature is very important as it allows for proper scheduling among your team. For example, if an employ…

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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.

23 articles by 1 author

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.

5 articles by 1 author

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