Run a Checklist on Site
Work through an inspection or install checklist, attach the photos each step needs, and leave a record that holds up later.
Work through an inspection or install checklist, attach the photos each step needs, and leave a record that holds up later.
Open the project, choose Checklists, and pick a template. JobsiteOn ships nine packs: roofing inspection, HVAC maintenance, plumbing service, electrical safety check, siding and window install, landscaping and cleaning walkthrough, punch list, safety walk, and employee onboarding.
Assign it to whoever is doing the work and set a due date if it matters.
Go to Work → Checklist templates → Library to browse all nine packs. Packs recommended from the trades chosen during onboarding appear first. If there is no trade-specific match, JobsiteOn recommends both Punch list and Safety walk.
Choose Preview to inspect every step and its Rookie, Standard, and Expert guidance. Choose Copy to company on the pack you want. The copy belongs only to your company, so an owner or admin can rename it, change its steps, and edit all three prompt variants without changing anyone else's template.
Rookie, Standard, and Expert use the same checklist steps. Only the prompt density changes:
When a work order has a crew and attached checklists, choose one assignee and one tier for each checklist in Crew & schedule. The selected prompt appears under each step while that checklist is being run. You can also change an assignee or tier from the checklist on the project.
Owners and admins can review assigned and completed tier counts in Capture → Dashboard → Checklist tier usage, including the Rookie / Standard / Expert mix for each contributor.
Some steps will not tick until the photos are attached. That is not a nag: a step that says "photograph the flashing" and can be checked off without a photo is a step that proves nothing.
Attach photos from the project, or take them there and then. The step shows how many it needs.
You can skip any step, but you have to say why. The reason is saved with the checklist.
This is because a skipped step and a step nobody got to look identical afterwards otherwise, and six months later, in a dispute, that difference is the whole argument.
Un-ticking a step that was already done also asks for a reason. Someone may have relied on it being complete, and a record that quietly changed is not a record.
If your company turned on crew signature PINs, choose your own name on a signature step and enter your private six-digit PIN. The PIN identifies you even when the device is signed in under a supervisor. Five incorrect attempts temporarily lock the PIN; ask an owner or admin to rotate it from Capture → People if you cannot wait.
If your company leaves PIN mode off, enter the signer name and typed signature. Capture records the signed-in person as the supervising countersigner.
Do not share PINs between crew members. An owner or admin can revoke a PIN immediately when a device or credential may be compromised.
The checklist shows how many steps are done, and the project shows overall progress. A checklist counts as complete when every required step is either done or skipped-with-a-reason, and every photo-required step has its photos.
If a photo attached to a step is later deleted, the step reopens. A checklist that stayed "complete" pointing at photos that no longer exist would be a document that lies.
Editing a template does not change checklists already in progress. A crew halfway through a roof inspection keeps the version they started with.
That is deliberate. Otherwise fixing a typo would silently change what someone standing on a roof is being asked to prove, and a completed checklist would stop meaning anything specific.
Saving an edit creates a new version, which applies to checklists started from then on. Go to Work → Checklist templates to edit.
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