Create a checklist for your team

Custom checklists let your team run the same inspection the same way every time. You build them on the web, then your field team fills them in the mobile app.

Create a checklist

1. Go to Checklists and select Create.
2. Enter a name, and optionally a description and primary language.
3. To offer the checklist in English, Portuguese, and Spanish, enable all languages.
4. Select Create to open the builder.

Add questions

In the builder, use Add question to add any of the four question types:

• Checkbox — a single yes/no confirmation.
• Text — a free-text answer.
• Single choice — one option from a list (use this to model pass / fail / N/A with your own labels).
• Multiple choice — several options from a list.

For each question you can mark it Optional or turn on Require photo so the technician must attach an image.

Save and publish

• Save draft keeps your work without releasing it.
• Publish makes the checklist available to assign to projects and work orders.

Only team owners and admins can build and publish checklists.

There is no separate severity or non-conformity field. Model a failed check with a single-choice question (for example "Fail"); negative answers are highlighted when they appear in a report.

Next: assign a checklist to a project or work order.