> ## Documentation Index
> Fetch the complete documentation index at: https://support.jomioz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklists

> Templates your team completes on jobs and estimates, and which steps block finish.

Open **Settings → Checklists**. A template is the list. A job or an estimate gets its own copy when the template is attached. Editing the template later does not rewrite a checklist someone has already completed.

## 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:

| Type         | What the person does              |
| ------------ | --------------------------------- |
| Checkbox     | Ticks it done                     |
| Pass/Fail    | Marks pass or fail                |
| Text         | Types a note                      |
| Image upload | Attaches a photo                  |
| Signature    | Signs                             |
| Instruction  | Reads a line. Nothing to complete |

**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.

## On the list

Columns are **Name**, **Items**, **Required**, **Auto add**, and **Attach on**. **Edit**, **Duplicate**, and **Delete** are on the row. Duplicate names the copy **(name) (copy)**. **Delete template?** is permanent. It does not delete checklists already filled in on old jobs.

## Completion report

**Checklist completion report** shows how templates are being completed across work. That report is not where you edit the template.