Summary: Templates turn tribal knowledge into a repeatable process. Build once, use everywhere, and keep every crew closing jobs the same professional way.

Why templates matter

Without templates, each tech invents their own closeout. That leads to missing photos, skipped safety items, and a handover that changes from job to job. Templates standardize the process so you can grow without losing quality.

Building your first checklist template

1. Go to Templates → Checklist Templates → New.

2. Name it clearly (e.g., “HVAC Start‑Up – Residential”).

3. Add items and choose Pass/Fail, Notes, and whether a Photo is required.

4. Order items to match your field sequence—less scrolling means faster closeouts.

5. Save and Set as default for the team or project type.

Do the same for Warranty Templates—standard text with variables you edit per job

Trade‑specific examples

HVAC Start‑Up

• Thermostat program verified (photo)

• Filter size recorded

• Line set insulation intact (photo)

• Static pressure within spec

• Owner briefed on maintenance schedule

Electrical Panel Change

• Circuit directory labeled (photo)

• Torque verified per manufacturer

• AFCI/GFCI tests pass

• Bonding/grounding confirmed (photo)

• Permit card uploaded (photo)

Kitchen Remodel Closeout

• Appliance model/serial captured (photos)

• Caulk/paint touchups complete

• Punch list resolved (toggle)

• Warranty overview shared with owner

• Final walkthrough with GC complete (signature)

Governance: who edits what

• Owner/Admin: manage organization templates and defaults.

• Project Managers: can create job‑specific templates and save improvements.

• Secretaries: view templates; great for QA before sending links to clients.

Use History to see what template a job used and how it was modified

The marketplace advantage (Pro/Enterprise)

Start from a library of pre‑built templates curated for common trades. Customize once and save as your own

Roll‑out plan

• Week 1: Build two high‑impact templates (your most common service call + your most frequent project type).

• Week 2: Add warranty language and make photos required on risky items.

• Week 3: Train the team on the 5‑minute workflow; measure completion time and rating.

Result

Templates remove guesswork and make every handover feel consistent and professional—no matter who’s on the crew.