Add checklists automatically to new orders

What is before you start?

• The checklist template must already exist in Configuration → Checklists.
• You need administrator rights to change order category settings.

How do I assign a checklist to an order category?

1. In Handyman Office, go to Configuration → Order categories.
2. Open the order category you want to configure.
3. Click the Checklists tab.
4. Click Add and select the checklist template from the list.
5. Set whether the checklist is mandatory (technician must complete it before closing the order).
6. Click Save.