# Service checklists

> Make a checklist your technicians tick on every job, and see what was done in the reports.

*Section: Bookings and service jobs · Updated: 2026-10-19 · Needs the plan feature: service_maintenance*

By the end you will have a checklist your technicians tick on every job, such as the checks before a blender goes back, and a report of what was done.

> **Note:** Checklists come with service jobs, which some plans include. See [Service and repair jobs](/app/help/service-jobs).

## Make the checklist

Checklists have categories, and each category has its items.

1. **Open [Sell › Service & Maintenance › Checklist Categories](/app/service/checklist-categories).**
2. **Type the Name and the Description,** such as **Small appliance check**, and **click Save.**
3. **Open [Checklist Items](/app/service/checklists)** and **click Create.**
4. **Pick the Category and type the item,** such as **No leaks from the jug**, then **click Create.** The item's field shows its label as **Item\_Name**.
5. **Repeat** for each check.

![Checklist Categories: the form with Name, Description, Reset and Save, and the List with Small appliance check, "Before a blender, kettle or microwave goes back".](https://armpos.online/storage/help/1cf79cf302-service-checklists-1-category.webp)
*One category per kind of item you service.*

![The checklist item window: Category Small appliance check, Item\_Name "No leaks from the jug", Cancel and Create.](https://armpos.online/storage/help/615c0751b4-service-checklists-2-item.webp)
*Write each check as something a technician can say yes to.*

![Checklist Items: Small appliance check with No leaks from the jug, Power cable and plug intact, and Runs at every speed.](https://armpos.online/storage/help/e963d83e26-service-checklists-3-items.webp)
*Every item shows on every job's Diagnostic tab.*

## Tick it on a job

Open the job and its **Diagnostic** tab: every item shows under **Checklist** as a switch. Switch on each check done, and click **Save**.

![SJ\_1111's Diagnostic tab: the Diagnosis, Diagnostic Fee 5, and Checklist with No leaks from the jug off, Power cable and plug intact on, and Runs at every speed on.](https://armpos.online/storage/help/aee898ce89-service-checklists-4-job.webp)
*A dark switch is a check done.*

Every job shows every item, whatever the item is: keep the list to the checks you do on most jobs.

## Reports

Under **Reports**:

- **[Checklist Completion Report](/app/reports/checklist_completion_report)** counts, per category, the **Total Items** and the **Completed Items**. Narrow it by **Customer**, **Technician** and dates.
- **[Service Jobs Report](/app/reports/service_jobs_report)** lists the jobs with their customer, technician, item, type and status.
- **[Customer Maintenance History Report](/app/reports/customer_maintenance_history_report)** lists one customer's jobs over time.

![Checklist Completion Report: Customer, Technician, From, To and Print, then Small appliance check, Total Items 3, Completed Items 2.](https://armpos.online/storage/help/003ddbd359-service-checklists-5-report.webp)
*Two of the three checks were ticked on the jobs in this period.*

## What's next

[Service and repair jobs](/app/help/service-jobs).