JOB CHECKLIST BUILDER

A clear checklist.
Before the crew starts.

Choose the details your crew needs to capture. Create a starting checklist you can copy or download and adapt to your next job.

Build your job checklist.

Describe one workflow. Create a checklist to copy or download. Your answers stay in your browser.

Company name

Team size

Primary trade

Current CRM or project system

What proof is hardest to collect before the crew leaves? Name the installation stage, required photo, or checklist item.

Where should the completed proof go? For example: a project task, CRM record, closeout folder, or customer packet.

Copy or download your starting checklist. Review it with your crew and add the requirements specific to your job.