Guide 36

Inspect with a checklist and flag the issues

Inspect from a sheet, and turn issues into quote lines

The problem

A client wants a pre-sale inspection. You walk it with a notepad, miss two things a list would have caught, and retype the issues into a quote afterwards.

What Zeus does

Checklists are ready-made inspection sheets for your trade. Mark each point Good, Issue or N/A, add a note and photo, then transfer what you flagged.

Do this

Start on Job page

  1. Create

    A notepad misses what a list catches

  2. ChecklistsInspect and flag issues

    Create New, then Checklists

    Look at Pick a checklist to start. Every checkpoint can be marked good, an issue or N/A. Anything you flag turns into quote lines.

  3. ready-made checklist

    A ready-made checklist

    Look at READY-MADE

    Inspect with a checklist and flag the issues, ready-made checklist
  4. Riverside Dental Clinic · Laundry Room Addition

    Attach it to the job

  5. Good

    Issue, or N/A

  6. Fill inIssue · N/A

    Mark it as an Issue

  7. Take Photo for a Checkpoint

    Add a note and a photo

  8. Save

    Saved and attached to the job

    Look at Inspection report saved and attached to this job.

  9. Convert Issues to Quote

    Transfers the flagged item into a quote line for you to review

You now have

Inspect, flag, and review the quote lines, all from one sheet.

On screen, not tapped: flagged item's line in the quote editor

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