Checklists

Checklists that make every job run the same

ServisGo checklists are reusable question lists attached to your services: build one once, and every appointment that includes that service carries it automatically. Technicians fill them in from their app during the visit, and the office watches the answers arrive.

Readings, photos, yes/no checks: proof the work was done right, on every visit, no matter who did it.

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The Checklists page with reusable checklists, each linked to the services it applies to

Build it once, attach it to a service

A checklist is a list of questions, each with the answer type you choose. The key field is "Applies to services": attach the checklist to one or more services, and from then on every appointment that includes them gets the checklist by itself.

  • Short and long text, numbers for readings and measurements
  • Yes/No checks, single and multiple choice
  • Date, time and photo answers for timestamps and visual proof
  • Section headings to group questions, and conditional questions that appear only when an earlier answer matches
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Filled in the field, visible at the office

Technicians fill checklists in from their app during the visit. Each answer appears on the appointment as it is saved, with who filled it and when. The office can open, fill or correct any checklist too, so nothing is stuck on someone's phone.

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The Checklists section on an appointment showing a filled checklist with answers
Filled answers appear right on the appointment.

Answers flow into the service report

Add the "Checklists" block to your report template and the filled answers become part of the act of work you hand the client: the readings, the checks, the proof. No copying between systems.

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A service report preview where checklist answers are printed as part of the document
Checklist answers printed into the final document.

Frequently asked questions

How do checklists get onto a job?
Automatically. A checklist is attached to services, and every appointment that includes those services carries the checklist from the moment it is created. You can still add or remove checklists per appointment.
What answer types are supported?
Short and long text, numbers, yes/no, single and multiple choice, date, time, photos, and section headings for grouping. Questions can be conditional, shown only when an earlier answer matches.
Can the office see or correct the answers?
Yes. Answers appear on the appointment as technicians save them, with who filled them and when, and anyone at the office can open, fill or correct a checklist.
Can checklist answers appear in the service report?
Yes. Add the "Checklists" block to your report template and the answers are printed into the generated act of work.
See exactly how it works

The help center walks through every click with real screenshots.

Works together with
Service reports
Generate professional service reports straight from the appointment: performed services, checklist answers, photos and prices are already there. One click, done.
Technician app
Each technician's day in their pocket: visits in order, routes to the next address, checklists to fill, and work recorded at the door instead of at the office.

See it with your own jobs

From registration to your first optimized route in under 15 minutes.

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