# Checklists and work orders

Category: Field work. Updated 2026-11-10.

A checklist is a procedure on a property — commissioning, handover, an annual service — ticked off step by step from a phone and signed off by the customer; a work order lists the devices, runs, and checklists a job covers.

## Set up checklist templates

Templates are the procedures a checklist starts from. An owner or admin manages them.

1. Open **Settings**, then **Checklist templates**.
2. Press **Add template** and give it a **Template name**.
3. For each step, type **What to do** and choose what it needs:

- **Needs a photo before it is ticked**
- **Can be marked N/A**, for a site that may not have the thing
- **Answer**: **No answer**, **Yes or no**, **A number** (with a **Unit**), or **Text**, with an optional **Hint**

1. Order the steps with **Up** and **Down**, add more with **Add step**, and press **Add template**.

A checklist copies its template's steps when it is made, so changing a template later never changes a list already on a property.

## Start a checklist

1. Open the property and press **Add checklist** in the **Checklists** heading.
2. Choose a **Template**, or **Custom (write the steps on the list)** to start empty. The steps it will copy are listed below.
3. Change the **Checklist name** if you like, and press **Add checklist**.

## Work through the steps

Open the checklist. Each step is one row; tap anywhere on it to tick it. Who ticked it and when appear under it.

- A step that needs a photo shows a **Photo** button and stays unticked ("Take a photo first") until one is attached. **Take off** removes the photo while the step is open.
- A step that needs an answer offers **Yes** and **No**, or a box with **Save answer**, and stays unticked ("Answer the step first") until it is answered.
- **Mark N/A** marks a step not applicable where the template allows it; **Undo N/A** reverses it.
- **Add note** puts a note on a step; **Edit note** changes it.
- To add a step, type it in **New step** at the bottom and press **Add step**. **Remove** takes a step off.

The list's facts show its **Progress**, and it is marked complete when the last step is done. Every tick is kept in the property's history.

## Get the customer to sign off

1. At the bottom of the checklist, press **Sign off** in **Customer sign-off**.
2. Type the **Signer’s name** and **Role**.
3. Under **How they sign**, choose **Draw** and have them sign inside the box with a finger, pen, or mouse (**Clear** starts again), or **Type the name**.
4. Press **Sign off**.

A signed checklist is locked: nothing on it can change. An owner or admin can press **Re-open**, give **Why it is being re-opened**, and press **Re-open** again to unlock it. Earlier signatures stay listed under **Earlier sign-offs**.

## Delete a checklist

Press **Delete** on the checklist's page. Whoever made the list, or an owner or admin, can delete it while it is not signed off.

## Plan a job with a work order

1. Open the property and press **Add work order** in the **Work orders** heading.
2. Give it a **Title**, a **State** (**Planned**, **In progress**, **Done**, or **Cancelled**), the day it is **Scheduled for**, who it is **Assigned to**, and any **Notes**.
3. Press **Add work order**, then open it.

## Add lines to a work order

1. Under **Lines**, choose the **Kind**: **Device**, **Cable run**, or **Checklist**.
2. Choose the device, run, or checklist. Only what the property already has is offered, so add it there first.
3. Add a **Note** if needed and press **Add to the work order**.

Tick a line's box when that part is done. The **Materials** section lists what to bring and how many. Removing a line takes it off the order only; the device, run, or checklist stays on the map.

## Complete a work order

Press **Complete** and confirm. Every line is marked done and the order is closed. A work order has its own **Customer sign-off**, which locks it the same way a checklist's does.

> Checklists and work orders print in the property's report. See [Reports and sharing](https://cablefolio.com/help/reports-and-sharing/). A client account can read its checklists and sign-offs in the portal; see [The client portal](https://cablefolio.com/help/client-portal/).

## More help

- [Next: Offline](https://cablefolio.com/help/offline/)
- [Contact support](https://cablefolio.com/support/)