Create a template
Click Add new template. The dialog is Create checklist. Name it, then add at least one item. Save is refused with Add at least one checklist item if the list is empty. Section groups items. Each row is one step. The step types are:
Required on a step means the job or the estimate cannot be finished until that step is done. The tooltip says employees cannot finish without completing it. A required checklist is why Finish visit stays blocked. The visit wrap-up says Mark checklist complete.
Automatically add to new jobs attaches this template to jobs created after you turn it on. Jobs that already exist are not backfilled.
Where it can be attached chooses which screens offer this template when someone adds a checklist: Jobs, Estimates, Recurring jobs, and Job templates. Visit checklists already sitting on a scheduled job are left as they are.