Creating and Using Job Checklist Templates
Checklist templates let you define a standard set of tasks or checks for a job type, then attach that template to any job. Engineers complete the checklist on the mobile app and each item is timestamped and saved against the job record.
How to create and use checklist templates
In the main navigation, open Settings and select Checklist Templates from the left-hand menu. Click "New template" to open the template builder.
Give the template a clear name such as "Gas Boiler Service Checklist". Add your checklist items one per line. You can reorder them by dragging.
Toggle the Required switch on any item that must be completed before the job can be marked as done. Engineers cannot complete the job on the mobile app without ticking all required items.
Click "Save template". The template is now available to attach to any job and will appear in the template picker on the job checklist tab.
When creating or editing a job, open the Checklist tab. Click "Add template" and select your template from the list. The checklist items are added to the job immediately.
Each checklist item is shown on the job screen in the Trade2Base mobile app. Engineers tick items as they complete them. Each tick is timestamped and saved against the job for your records.
Required checklist items block job completion on the mobile app until ticked. Use this for Gas Safe checks, sign-off photos, or EICR test readings.
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