What You’ll Learn
Checklist Templates in CompanyCam help you standardize tasks, organize job details, and keep your team consistent across every project.
- Create a Template: Log in on the web, go to Templates, select the Checklist tab, and build a new template with a title and optional description for easy identification.
- Organize Your Checklist: Add sections, create fields with notes or instructions, require photos if needed, and include different types of questions like yes or no, ratings, text responses, or multiple choice.
- Use Templates in Projects: Pull existing templates into any project from the web or mobile app so your team can start working right away.
- Track Progress: See completion rates, photo submissions, and who last updated each checklist to stay on top of every job.
Checklist Templates keep your workflows clear and repeatable for every project. Try them today with CompanyCam and help your team stay organized and efficient.
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