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Forms & Checklists

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  • Article

    Checklist Responses Missing from Completed Work Order

    Hi there! Happy to help you troubleshoot this frustrating issue where checklist responses seem to disappear after your technician marks a work order complete. Let me walk you through what's happening and…
  • Article

    Checklist Template Not Appearing in Work Order Form

    We've run into this a few times on our team — checklist templates that are definitely assigned to a work order type just... don't show up. Here's what we've learned. Summary Assigned checklist templates…
  • Article

    Offline Checklist Responses Not Uploading on Reconnect

    Happy to help! I've seen this come up recently and want to make sure you have a clear path forward. Summary: After completing a checklist offline, the work order syncs successfully but checklist responses…
  • Article

    PDF Export of Checklist Missing Uploaded Photos

    We're looking at an issue where photos attached to checklist items aren't appearing in the PDF export of completed work orders. In my experience, this tends to surface when teams are trying to generate…
  • Article

    Required Fields Not Enforced on Checklist Submission

    Summary Required field validation is skipped when checklists are submitted via the quick-complete button. Symptoms Technicians can mark a checklist as complete without filling in fields marked…