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Job checklist setup
Job checklist setup

Learn how to set up repeatable checklists to manage routine maintenance.

Matt Collins avatar
Written by Matt Collins
Updated over 2 weeks ago

From the Setup page in Bolt, click on the Jobs Checklist link.

From this page, you can create new checklists and manage existing ones.

Create New Checklist

  1. Click on the New Checklist button

  2. Fill in the form

  3. Click the Next button

Manage Checklist Items

There are three type of checklist items that can be added to a job when using a checklist.

  1. Switch: for simple tasks that you want marked as done. E.g. Change Oil.

  2. List: for items where you want to select from a predefined set of answers. E.g. Inspected, Cleaned, Replaced.

  3. Traffic Light: for items where you want to pass, watch or fail the item.

To add an item:

  1. Click the Add button

  2. Select an item type from the drop down list

  3. Complete the form

  4. Click the save button.

To reorder checklist items:

  1. Click the Reorder button

  2. Click and hold on an item, then drag to a new position

  3. Once the order is correct, click the Save button at the bottom of the page.

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