10 steps. Edit it for your shop. Text the link to your crew.
Edit this for your company →Used by 600+ service shops
Open it in the editor, change the steps to match how your shop actually works, and share the link by text.
Edit this for your company →Add steps, remove steps, reword anything. The template is a starting point — your shop is the final word.
You get a single link. Text it to your tech before the call, or pin it in your team chat.
They open the link, tap each step as they finish, add notes about that specific job. You see when they completed it.
600+ service business owners have used our free tools.
This is a digital checklist your tech opens on their phone. They tap each step as they finish it, add notes about that specific job, and you can see when they completed it. Printable checklists work for some shops but get lost in trucks, skipped, or filled out after the fact.
No. They open the link in any phone browser. No account, no download, no sign-in. You text the link, they tap it.
Yes. Click "Edit this for your company" and you're in the editor. Add steps, remove steps, reword anything. Save it and you have a link to share with your crew.
Free for unlimited procedures, the editor, and PDF export. $39 per month flat for team sharing, completion tracking, the daily digest, and task assignments. No per-seat fees, no per-user pricing.
Preventive maintenance tune-ups, no-heat or no-cool emergency protocols, new system installation, condensate drain cleanup, refrigerant recovery. Browse our HVAC templates for the full list.
About 5 minutes. Open the template in the editor, change anything you want, save it, and you have a sharable link. Text it to your crew and they open it on their phone.