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Help Center › Admin screens, field by field › Checklist (field form) editor
Checklist (field form) editor
Every box when you create or edit a checklist the crew completes on a visit.
On this page
Contractor Hub → Field work → Checklists → + New checklist (or tap one). You need the right to create checklists.
A checklist is a list of tasks, questions, measurements and required photos your crew completes on their phone. Required items must be done before a job can finish (managers can override with a reason). Each job keeps the version it started with.
Fields
Checklist
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Name (name) |
Checklist name. | e.g. Mowing closeout. | |
Item: What to do / ask (label) |
Item wording. Items with no text are dropped on save. | ||
Item: Type (type) |
Kind of answer. | Pick one. Choices: Task (tick when done); Yes / No question; Measurement / number; Short answer; Pick one; Photo; Signature. | Task (tick when done) |
Required (required) |
Must be done before the job can be finished. | Off | |
Photo (photo) |
Not shown for the Photo type. | Pick one. Choices: No photo; Photo optional; Photo required. | No photo |
Note (note) |
Whether the crew can/must add a note. | Pick one. Choices: No note; Note optional; Note required. | Note optional |
Unit (ft, bags…) (unit) |
Only for Measurement type. | ||
Choices, separated by commas (options) |
Only for Pick one. | Good, Fair, Poor | |
Always show / Only if “…” is (show_if) |
Hide an item unless an earlier yes/no or pick-one answer matches. | ||
| Move up / Remove / + Add item | |||
Use it on: Every job (applies.all) |
Attach to all jobs. | Off | |
These kinds of visits (applies.kinds) |
Attach to visit kinds. | Tap kinds. | Job day |
These services (applies.services) |
Attach to service templates. | ||
| Save checklist / Archive / Restore | Saving makes a new version for jobs not yet started. |
Steps
- Press + New checklist and type the Name.
- Press + Add item; type the wording, choose the Type, tick Required.
- Set Photo and Note rules; for Pick one add Choices.
- Use the Always show dropdown to make an item depend on an earlier answer.
- Choose where it is used: Every job, visit kinds or services.
- Press Save checklist.
If something goes wrong
- Items without wording disappear on save.
- A started job keeps the old version; new jobs get the new one.
- If you cannot edit, you do not have the checklist right.