Tiers: All
Note: Some Checklist Template options require the Scaling Up or Enterprise tier.
This is step 2 of setting up service types. Before you start, plan your service types using Everything You Need to Know About Service Types.
A checklist template is a reusable block of checklist items, like Arrival or Salt System Care. You build it once and add it to as many service types as you need. When you edit a synced template, every service type that uses it updates. Templates are optional. If your service types don’t share items, skip ahead to Setting up service types.
Build checklist templates
A checklist template is a reusable block of work, like Arrival or Salt System Care. Templates are optional, but they save time when several service types share the same tasks.
From the left navigation menu, click Settings.
Under Settings, click Service Types.
Click the Checklist Templates tab.
Open an existing template to edit it, or click Add Checklist Template to start a new one.
If you're creating a new template, enter a name.
Click Add Checklist Item and fill in the item's details.
Checklist Item (All tiers) – The task the tech does, like Empty skimmer baskets. Required.
Checklist Item when Complete (All tiers) – The wording the tech sees after they swipe to complete the item, like Baskets emptied. The service email uses this wording too. Required.
Requirement (Scaling Up, Enterprise) – Optional: the tech can skip the item without a reason. Required to finish: the tech can't finish the stop until the item is done. Required with reason to skip: the tech can leave the item undone by picking a reason when they finish the stop. Skipping with a reason requires Skimmer Pro 26.0 or later.
Frequency (Scaling Up, Enterprise) – Controls when the item shows in the tech's Today checklist or Upcoming checklist. Choose Due every time stop is performed, or choose Due Every and set how often, like 1 Month(s) after the item was last completed.
Start On (Scaling Up, Enterprise) – Leave it blank to start the item at the next stop. Pick a date to start it later.
Require photo when completing checklist item (Scaling Up, Enterprise) – The tech must take a photo to complete the item.
Click Apply to save the checklist item.
Repeat steps 6 and 7 to add more items to the checklist.
When you have added all your checklist items, click Save.
When your templates are ready, create your service types in Setting up Service Types.