Checklist

Checklist

This section contains content on creating, editing, and using checklists.

Home Estimate and Workfiles Estimates Checklist

Adding Estimate Lines

This job aid describes how to add estimate lines to a checklist.

Adding Photos and Notes to Checklists

This job aid describes how to add notes and photos to completed checklist items.

Completing Checklist Items

This job aid describes the use of Checklists to track phases of Pre-Repair, Post-Repair, and the Repair Plan.

Convert Workfile to Repair Order and Add a Repair Plan

This job aid describes how to convert a workfile to a repair order and add a repair plan.

Documenting Warning Lights

This job aid describes how to document warning lights using a checklist.

Documenting Prior Damage

The job aid describes how to use a Prior Damage checklist.