RADIEFILES

Settings

Checklist templates

Save the checklists you use again and again, ready to add to any job.

A checklist template is a checklist you can reuse. Add it to a job in two taps, instead of typing the same steps each time.

You need to be office staff, an admin or the owner.

Checklist templates

Add the starter templates

TradieFiles comes with starter templates for common jobs.

  1. Click the cog at the top right, then Checklist templates.
  2. Under Starter templates, click Add them.

Make a template

  1. Click the cog, then Checklist templates.
  2. Click the round + button.
  3. Type a Title, for example "Switchboard upgrade".
  4. Under Items, type each step on its own line.
  5. Click Save template.
Editing a checklist template

You can also turn a checklist on a job into a template. Open the checklist and click Save as template.

Change or delete a template

  1. Click the template.
  2. Make your changes, then click Save template.
  3. Or click Delete to remove it.

Changing or deleting a template doesn't change checklists already on jobs.

Use a template on a job

Open the job, then Checklists, then the round + button. Pick the template under Start from. See Checklists.