Checklist Help Center Checklist Help Center
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      • Creating an Incident Report
      • How Do I reassign Jobs As A Service Provider?
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    • Users
      • Service Provider: User Roles and Permissions
      • How to Delete a User from my Service Provider account?
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      • How To Send An Invoice To A Client?
      • How to Create An Invoice?
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    • Users
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    • Invoices
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      • 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?
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      • How Do I Create A Manual Job?
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      • 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
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      • How Do I Add and Update Properties?
    • Checklist Client Setup Guide
    • Billing Information
    • Client: Dashboard
Miscellaneous / Glossary /
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Glossary

Here's a list of common terms used in Checklist:

Assignee - refers to a Service Provider. Service Providers are those companies or individuals who provide housekeeping, gardening, catering, maintenance or transportation. Any company/individual who performs a task at your rental can be considered a service provider. On Service Provider accounts, Assignee refers to the user on that account that's assigned to a job.

Assignment - a job that needs to be carried out by a service provider.

Assignment Request - a job request sent to a service provider. Service Providers may accept/decline.

Assignment Rule - a set of instructions to automate the creation/cancellation of jobs to service providers.

Assignment Strategy - the way in which assignment requests are sent to service providers- First come first serve or Priority.

Channel - an online booking site. For example, Airbnb. Booking.com, Expedia, Agoda, Homeaway, etc.

Checklist - a to-do list for your service provider to complete.

Checklist Items - each task or line item in a checklist.

Client - a property manager or administrator user who manages properties and is in charge of creating jobs and paying service providers.

Connection - a link to your channel. Checklist connects to channels via iCal.

Incident Report - Incident reports are used to record the details of any unusual occurrence while completing the job or after completion and are submitted to clients.

Invitation - a request sent by a Client to a Service Provider to invite the service provider to work with them on Checklist.

Job - work that needs to be carried out by a service provider.

Offer price - the cost of the job.

Problem Task - jobs that were started late, finished late, unassigned or an incident was reported.

Reassign - a button which allows the Service Provider Admin to assign the job to another user on their account.

Property - rental, building or a physical location where a job needs to be done.

Service Provider - companies or individuals who provide housekeeping, gardening, catering, maintenance or transportation. Any company/individual who performs a job at your rental can be considered a service provider.

Task - a single line item on the checklist.

Task History - the series of events associated with a job.

Tax template - all the possible taxes (tax & amount) that can be added to invoices.

Unassigned - the job is not assigned to a service provider because all service providers rejected request; request expired before Service providers accepted; Service provider was removed; Service provider deleted their account.

As always, please contact us with questions any time.  We're happy to help.
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