We know how important consistency is when your team is out in the field — and we want to make sure you are set up for success every time a job goes out the door. That is why we are excited to share that Custom Checklist Templates are now available in FieldPulse 3.2!
What This Means for Your Team
Instead of building checklists from scratch for every job type, you can now create reusable templates that capture your standard operating procedures. Whether you are running HVAC inspections, appliance installations, or preventative maintenance visits, your technicians will have the right prompts ready to go.
- Build once, use everywhere: Create templates for common job types and apply them with one click
- Standardize quality: Make sure nothing falls through the cracks, even with newer team members
- Customize per service: Different templates for different work types — you decide what questions matter
Getting Started
You will find the new Checklist Templates section in your Settings menu. From there, you can build templates with multiple question types, mark fields as required, and even attach helpful reference images. Once a template is ready, dispatchers can apply it when creating work orders, or technicians can add it on the fly from the mobile app.
We have also put together a quick walkthrough to help you think through which templates will give you the biggest impact. Getting the Most Out of FieldPulse Checklists has tips from teams who have already rolled this out.
We Are Here to Help
If you would like to talk through how templates might fit into your existing workflows, or if you want to share what you have built with other customers, please reach out. We would love to hear how you are using this to keep your quality standards high and your technicians confident.
