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 Service Providers / Service Provider: Dashboard /
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Service Provider: Dashboard

When you first log into Checklist, you will land on the Dashboard. Here you will see all the recent job activity. The Dashboard will show your upcoming jobs, problem jobs, assignment requests and invitation requests.

Upcoming Jobs

View all accepted and upcoming jobs on your account, regardless of the user assigned to the job. You may also start or finish jobs right here. Search by Property name to see jobs associated with that property. Click into a job to view additional details such as the tasks to be completed, property location and property instructions.

Completed Jobs

View all completed jobs on your account, regardless of the user assigned to the job. You may also start or finish jobs right here. Search list by property or assignee name to see jobs associated with a specific property or assignee.

Assignment Requests

View all job requests sent by your Clients. You may accept of decline from this table. Click into a job to view job and property details included the checklist tasks to be completed. Search the assignment list by rental name if needed.

Problem Jobs

Problem jobs are jobs that are not yet assigned (accepted), jobs that were started late or jobs where incidents have been reported by the assignee.

Problems Key:

Invitations

These Invitations are sent from Clients who would like you to work with them on Checklist. You may either accept or reject their invitation. Looking for an invite from a specific client? Search for the Client by name.

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