You can add and manage checklist to maintain organization of to-do lists and customer data in the field.


Go to Checklists/Forms tab on the iPad.

1. Click the "+" icon in the top right corner. 

2. Select 'Add Checklist'.

3. Select the relevant checklist for the job from the list displayed.

4. Once you select the checklist, you'll see an option to select an equipment. (Optional)

5. You can fill in the checklist and add notes to customer if needed and click on Save on top right corner.