Field Promax

Checklists

Checklists help you standardize work quality and ensure no step is missed during a job. Create reusable checklist templates, attach them to work orders or job types, and let your service providers check off items on site. Track completion progress and maintain consistent service delivery across your team.

Before you start:

  • You must be logged in as an Administrator to create checklist templates.
  • Have at least one job type set up if you want to attach checklists to job types automatically.

How Checklists Work

FieldPromax checklists follow a simple workflow:

  1. An administrator creates a checklist template with a list of items (tasks or inspection points).
  2. The template is attached to a job type so it automatically appears on new work orders of that type, or it is manually added to individual work orders.
  3. When a service provider opens the work order (on the web or mobile app), they see the Checklist tab with all items listed.
  4. The service provider checks off each item as they complete it on site.
  5. Administrators can review the checklist to verify completion.

Creating a Checklist Template

  1. Navigate to Manage Lists → Job Types.
  2. Select the job type you want to attach a checklist to.
  3. Click Attach Checklist to open the checklist configuration.
  4. Add each checklist item by entering a label or description (for example, "Inspect electrical panel," "Test water pressure," or "Take before/after photos").
  5. Click Save to save the checklist template.

Result: The checklist template is linked to the job type. Every new work order created with that job type will automatically include the checklist items.

Adding a Checklist to a Work Order

You can also add or modify checklists directly on individual work orders:

  1. Open the work order detail page.
  2. Navigate to the Checklist tab.
  3. Click Add Checklist Item to add a new item.
  4. Enter the item label and click Save.

Result: The new item appears in the checklist table with a checkbox. You can add as many items as needed for the specific job.

Completing Checklist Items

Service providers complete checklist items from the work order's Checklist tab:

  1. Open the work order on the web application or mobile app.
  2. Navigate to the Checklist tab.
  3. The checklist displays as a table with columns for Item, Value (checkbox), and Action.
  4. Click the checkbox next to each item as it is completed. Completed items show a strikethrough on the item label.

Result: The checklist reflects real-time progress. Administrators can view the checklist to confirm all items have been addressed before closing the work order.

Managing Checklist Items

Administrators can manage checklist items on any work order:

  • Delete an item — Click the delete icon (trash can) in the Action column to remove an item that is no longer relevant.
  • Uncheck an item — Click the checkbox again to uncheck a previously completed item if rework is needed.

Tip: Use checklists for safety inspections, quality assurance steps, and regulatory compliance tasks. Having a consistent checklist reduces callbacks and improves customer satisfaction.

Next Steps