Checklist Help Center Checklist Help Center
  • Miscellaneous
    • Settings Overview
    • Clients: Universal Search
    • Account Info Overview
    • Service Providers: Universal Search
    • Checklist FAQ
    • Glossary
  • For Service Providers
    • Clients
      • View Clients
    • Service Provider Calendar
      • Service Provider Calendar
    • Jobs
      • Accepting or Rejecting Job Requests
      • Creating an Incident Report
      • How Do I reassign Jobs As A Service Provider?
      • Completing Jobs
      • How To View My Jobs?
    • Users
      • Service Provider: User Roles and Permissions
      • How to Delete a User from my Service Provider account?
      • How Do I add A User To My Service Provider Account?
    • Invoices
      • How To Send An Invoice To A Client?
      • How to Create An Invoice?
    • Payments
      • Add Payment Gateway
    • Service Provider: Dashboard
  • For Property Managers
    • Users
      • Client: User Roles and Permissions
      • How do I Delete a User from my Account?
      • How Do I add A User To My Account? (Clients)
    • Invoices
      • How To Add/Remove My Credit Card?
      • How Do I Pay My Service Provider?
    • Creating your Checklist
      • Creating a Checklist
    • Connections
      • Channel Connections
      • Troubleshooting iCal Connections
      • How To Manually Refresh a Channel?
    • Managing Service Providers
      • Deactivating a Service Provider
      • Inviting Service Providers
      • Service Provider Categories
    • Jobs
      • How Do I Create A Manual Job?
      • View Incident Reports
      • Flagging A Job for Follow-up
      • How Do I Re-assign a Job to a Different Service Provider?
      • Changing Your Job Date
      • Marking Incident Reports as Open/Closed
    • Calendar
      • Property Manager Calendar
      • Property Status
    • Assignment Rules
      • Creating Assignment Rules
      • Assignment Strategies
      • Recurring Jobs
    • Properties
      • How Do I Add Property Instructions to Jobs?
      • How Do I Add and Update Properties?
    • Checklist Client Setup Guide
    • Billing Information
    • Client: Dashboard
For Property Managers / Client: Dashboard /
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Client: Dashboard

When you first log into Checklist, you would land on your dashboard. Here you'll see an overview of your account. This is a great way to keep track of what's happening with your jobs.

Status dials

Straight away you would see your status dials:

  • Properties status dial - shows you how many properties are ready for guests. 

  • Tasks status dial - reviews the total number of jobs on your account and for each job status. 

  • Occupancy status dial - captures a glimpse of your current occupancy, for today.

Jobs

View the number of jobs created and completed for a selected date range. Green denotes the number of jobs completed and blue denotes the number of jobs created.

Upcoming Jobs

View your upcoming job details such as the job date, property and the service provider assigned to the job. You can also cancel a job under right as well as archive a job. Click into a job to view additional details about the job, property or the tasks to be completed.

Activity Feed

Important activities will display under your activity feed. This is a great way to keep an eye on what's happening with your jobs. 

Problem Jobs

Problem jobs are jobs that are not yet accepted by a service provider, jobs that were started late, jobs that are declined, and jobs where incidents have been reported (a follow up flag would also be present) by the service provider.

Problem Key:

If you have any further questions, don't hesitate to contact us!
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