Checklists - Housecall Pro
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The perfect job, every time

Checklists from Housecall Pro mean your technicians arrive with everything they need to impress your customers and get the job done.

Check one check two

Keep your team on track

Fully customizable

Streamline operations within your business and maintain a proactive approach to keep your operations running smoothly. Keep employees on track with administrative tasks.

  • Build custom checklists so that you (and your team) remember every little detail

  • Monitor a checklist’s status with simple red, yellow, and green indicators

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Mandatory completion

Make sure there’s no room for overlooked tasks. Streamline and automate tasks such as new client onboarding, social media strategy, invoicing, and email and digital marketing tasks.

  • Are items on a Checklist mission critical?

  • Make Checklists mandatory so that it’s impossible to miss items before completing a job

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Customer invoices

Always stay on top of customer messages. Take care of customer needs by completing any invoices or payments.

  • Attach Checklists to customer invoices so the customer can see proof of a job well done

  • Use Checklists to give customers information they need

  • Send invoices via email or text message

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On average, Pros increase monthly revenue generated through Housecall Pro by 35% after their first year.
 

See plan options and feature breakdown on our pricing page.