Job checklists help ensure tasks are completed consistently and nothing gets missed. You can now easily copy checklists between jobs and create multiple checklist items at once.

Key Features

• Copy entire checklists between jobs
• Convert text-based checklists into proper checklist items
• Create multiple checklist items by pasting multi-line text
• Copy checklists into quote or invoice descriptions

How to Copy Checklists

1. Open the job card with the checklist you want to copy
2. Click the dropdown arrow next to the checklist name
3. Select "Copy" from the menu
4. Go to the target job card
5. Click the checklist dropdown and select "Paste Check"

Creating Multiple Checklist Items

You can paste multiple lines into the "New item" field to create several checklist items at once. Each line becomes a separate item, and any "- " prefixes are automatically removed.

Auto-Convert from Job Description

When you paste checklist items into a job description, ServiceM8 will automatically detect and offer to convert them into proper checklist items. The converted items are removed from the job description.