Checklists

Workiz Checklists are step-by-step workflows your technicians follow on every job. They standardize how work gets done, ensure consistent quality across your team, and help techs identify upsell opportunities that boost ticket size.

Checklists keep your team organized, on task, and accountable — no matter who’s on the job or how many years of experience they have with your way of doing things.

Checklists appear right inside each job so your techs can follow clear steps, upload required photos, add notes, and confirm completed tasks before closing out the job.

Owners and managers build the checklist once, and every tech on your team follows the same repeatable workflow. Workiz automatically logs all steps, ensuring nothing gets missed and giving customers transparent proof of work.

Checklists guide techs through consistent inspections and upsell paths, like offering to enroll customers into service plans, checking eligibility for extended warranties, and asking the customer if they need any other work done.

Instead of upsells being “hit or miss,” every tech knows exactly what to look for, what questions to ask, and what to recommend. That leads to higher ticket sizes, more add-ons, and more lifetime value per customer.

Whether you have one tech or twenty, consistency builds your reputation.

Checklists ensure every job — from tune-ups to installations — is done the same way, every time. Techs follow the same workflow, take the required photos, and capture the same documentation, dramatically reducing callbacks and boosting 5-star reviews and word-of-mouth referrals.

Yes, this is a big benefit. Instead of shadowing for weeks, new techs get step-by-step instructions for every job type. The checklist becomes the playbook: what to inspect, what to document, what to upsell, and how to close out a job. Even if the new hire has years of experience, checklists help them ramp faster to your unique processes, boosting their performance from day one.

Absolutely. Requiring photos, notes, and confirmations ensures techs don’t skip steps — especially the small details that lead to expensive callbacks or compliance issues. This also creates a clear audit trail with time-stamped proof of work.

Yes, and customers love it. When the job is done, techs can walk customers through everything completed, with photos included. This increases trust, improves transparency, and gives customers confidence that the job was done right.

It’s one of the easiest ways to boost professionalism and reduce disputes.

Checklists are designed for any field service teams that wants their techs (or office admins) to follow your thought through processes in order to serve your customers with a consistent level of quality and make more money.

Yes. Techs complete checklists right from the Workiz mobile app. The photos uploaded, notes added, and status updates sync instantly with the office.

You can build a checklist from scratch or copy one from your pre-made templates. Just choose the job type, add the steps you want your techs to follow, require photos or notes where needed, and assign it. Your entire team will see the updated version instantly.