Fill a checklist in the field

Checklists are filled in the mobile app, where your technicians work. The web dashboard is where you build, assign, and review them.

Open a checklist

1. In the app, open the project or work order.
2. Go to the Checklists tab.
3. Under Assigned checklists, tap Fill to start, or Continue to resume a draft.

Answer the items

• Tap your answers for each question.
• Questions marked Photo required need an attachment — tap the field's attach button to take a photo, choose from the gallery, or link an existing measurement.
• Add an optional note where offered.

Save offline, submit online

• Your answers save as a draft on the device automatically, so you can work without signal.
• Submit requires a connection. If you're offline, finish the checklist and submit once you reconnect. For how sync behaves across the app, see Work offline and sync.

After submitting, the assignment shows as Completed, and the submission appears back on the web dashboard for review — see Review checklist submissions on the web.

The checklist template must have synced to the device at least once while online. If it isn't available offline yet, open the project or work order while connected to sync it.