Checklists on Recurring Workorders

You asked for it, and here it is. You can now assign any checklist to generate automatically on a recurring workorder. Here’s how it works:

Click on “Recurring Work” in the left vertical menu and choose any of the recurring work orders that appear in the column to the right.

Within the recurring workorder, click on the “Checklists” tab at the top.

Click the “Add” button, and choose any checklist you have saved in the dropdown menu to the right.

Click the blue “Save” button, and that’s it!  The checklist is now linked to the workorder, and will be added to all future versions that recur. And if for some reason you have to change the checklist, the workorder will automatically add the newest, most up-to-date version.

Voila!  We hope that steady, recurring work keeps pouring in for all of our customers, and we hope this little fix makes the job itself that much easier for you.

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