What It Does
Inconsistent service kills reputation. SalesButler's Job Checklists let you build reusable checklist templates for pre-job prep, on-site execution, and post-job wrap-up. Techs work through them right from the technician portal, completion is logged against the job, and you can audit which steps were actually done — not just claimed.
Step-by-Step Guide
Build a Template
Create a checklist template per service type with as many steps as needed.
Attach to Jobs
Assign the right template to each job automatically based on service type.
Tech Completes in the Field
Techs work through the checklist in the portal, checking each step as they go.
Completion Logged
Every checked step is logged against the job with a timestamp.
Audit Anytime
Office staff and managers can review checklist completion per job.
Why You'll Love This Feature
Reusable Templates
Build once, use on every matching job — no recreating per call.
Pre/On-Site/Post Phases
Three phases mirror real field workflow.
Mobile-First
Techs complete from the portal on any phone or tablet.
Audit Trail
Every check logs with a timestamp for compliance and quality reviews.
Completion Reports
See which techs follow process and which skip steps.
Edit Anytime
Refine templates as your process improves.
Perfect For
HVAC seasonal tune-up consistency
Onboarding new techs with structured walkthroughs
Pre-job safety check requirements
Post-job clean-up verification
Multi-step inspection workflows