Checklist FAQ
Updated
What is Checklist?
Checklist is an automated scheduling application used to schedule service providers and manage jobs at your properties. Checklist makes property care easy by reducing the time spent scheduling tasks, coordinating service providers, and tracking jobs. Detailed feedback in the form of images, comments, and incident reports can be submitted by service providers to ensure quality.
What are the main benefits of Checklist?
For Property Managers:
- Visual Checklists - Create detailed to-do lists for your service providers by add text and images.
- Automation - Set up assignment rules to automatically create and send jobs to selected Service Providers.
- Manual Job Assignments - Create jobs manually at any time, for any property.
- Incident Reports - Review the details of incident reports and any accompanying images submitted by Service Providers.
- Real time Updates - Receive progress updates for jobs in real time.
- Payments - Pay your service provider invoices using a debit or credit card.
For Service Providers:
- View visual checklists provided by Property Managers
- Provide detailed feedback to Property Managers.
- Add additional users to your account to assist with jobs and invoicing.
- Receive payments through Checklist.
- Work with an unlimited number of Property Managers from a single login.
What channels does Checklist connect to?
Checklist connects to all channels via iCal- simply add the iCal url to Checklist. If you have an Assignment Rule set up, when bookings are made on the channel, Checklist will automatically create a job for that booking.
If I am an existing Tokeet User or Sympl user, do I need a separate log in for Checklist.
No, you will use the same email and password for Checklist.
Will Checklist be synced with Tokeet or Sympl account?
Yes. Also, rentals added in Tokeet or Sympl will be added to Checklist and vice versa.
Is there a Mobile app available?
Yes.
The Checklist Property Manager app is called Checklist PM and is available in the Google Play Store and Apple App Store.
The Checklist Service provider app is called Checklist Staff and available in the Google Play Store and the Apple app store.
Will Checklist work in my part of the world?
- Checklist can be used from any country around the world. Likewise, our Customer Support team is located in the US and around the world.
- Today, our system works in English only, but we are working on releasing support for multiple languages.
How will I be charged for Checklist?
Checklist is billed 'Per Accepted Job' at the end of your billing cycle.
For example: If you create 100 jobs in Checklist but only 50 jobs were accepted by your service providers- you will only be charged for 50 jobs at the end of your billing cycle. You will also receive two (2) free jobs monthly.
For more information on pricing, visit our pricing page HERE.
Are there any additional charges?
There is a 1% processing fee for invoices paid through Checklist.
Do you have tutorials or webinars?
- Our Help Center articles include detailed video guides: https://usechecklist.com/help/
- We also offer weekly webinars for Checklist which you are welcome to join. Schedule a time HERE.