By the end of this article, you'll know how to use our new digital cleaning checklist feature.
Step 1: Navigate to the checklist hub to create a new checklist from scratch.
Step 2: Enter a name for your checklist.
Step 3: Add the necessary sections.
Step 4: Include the items you need.
Step 5: Don't forget to save your checklist.
Step 6: Alternatively, create a checklist using templates from multimillion-dollar cleaning businesses.
Step 7: Choose a template that suits your needs.
Step 8: Name your checklist.
Step 9: Remember to save your work.
Step 10: From this page, archive, duplicate, edit, or assign checklists to appointments.
Step 11: Assign checklists to customers or appointments
Step 12: Select a simple appointment or the entire recurring service for a customer.
Step 13: Click on 'assign'.
Step 14: Access the checklist from your calendar view by going to an appointment.
Step 15: Click on 'assign a checklist'.
Step 16: From here, create a new checklist from scratch, a new checklist from a template, or assign an existing one.
Step 17: Assign the checklist to this appointment or this and all future appointments.
Step 18: To fill out your checklist, click on 'details'.
Step 19: Check individual items or bulk-check the whole section
And that's all there is to it! You're now a pro at using our digital cleaning checklist feature.