Update checklists for jobs

Jobs - View, Add and Edit Jobs

When you add a checklist, it appears in the Checklists panel on the Job Details page.

  1. Click Jobs & Billing > Jobs.
  2. Click a row to open the required Job Details page.
  3. Click the checklist to be updated in the Checklists panel - it opens in a new tab.

  1. Update the checklist items by selecting the relevant check boxes - the items are stamped with the user name, date and time.
  2. Click the edit  icon to add notes to the checklist item, if required.
  1. Close the Checklist tab.
  2. Refresh the Job Details page.