Checklists

Checklists in DOP help you standardize service quality and make sure every job is completed following the same controls.

They are especially useful for:

• Cleaning steps (bathroom, kitchen, bedrooms, etc.)
• Quality control in field work
• Documenting what was done in each visit

The module lets you create, edit, organize and assign checklists to jobs so your team can complete them from the Employee App.

1. Where to find Checklists

Route in the system:

• Menu → Operations → Checklists

You will see a list of all checklists created for your company.

2. Create a new Checklist

1. Go to Operations → Checklists
2. Click New + (top-right)
3. The New Checklist screen opens
4. Enter the checklist name (for example: Maid Service Checklist)
5. Click Save

After saving, you can start adding Parameters.

3. Add Parameters to a Checklist

Once the checklist is created:

1. On the right side, find the Parameters section
2. Click Add +
3. Fill in:
   • Name of the parameter (e.g. Cleaning kitchen)
   • Description (optional)
4. Click Save
5. Repeat for each control step you need

Common examples:

• Cleaning bathroom
• Cleaning bedroom
• Cleaning hall
• Cleaning kitchen

All parameters appear as an editable list for that checklist.

4. Edit an existing Checklist

In the checklist list:

1. Click the edit (✏️) icon on the checklist
2. You can:
   • Change the checklist name
   • Add new parameters
   • Edit existing parameters
   • Delete parameters

All changes are saved when you click Save.

5. Select and delete Checklists

From the main list:

1. Check the box to the left of the checklist(s) you want to remove
2. The Delete button appears at the top
3. Confirm deletion

⚠️ This does not affect jobs already completed, but future jobs will no longer use that checklist.

6. Assign a Checklist to a Job

From any job:

1. Open the job (from Jobs or the Schedule)
2. Locate the Checklist section
3. Open the dropdown
4. Select one of your existing checklists

That checklist will now be available for employees to complete from the Employee App.

7. How employees see it

In the mobile app:

• When employees open an assigned job, they see the checklist parameters
• They can mark each step as completed while they work
• Data syncs automatically with the admin panel

This gives you a real-time view of job progress and completion.

8. Benefits of the Checklists module

• Standardizes service quality
• Prevents confusion between employees
• Helps control job completion
• Improves communication between office and field staff
• Keeps a verifiable history of each completed checklist