C9 now provides checklists for workshop jobs.

How they look on job cards and invoices

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Creating a new job card

When creating a job card, c9 will automatically import checklist based on job type. Changing job type in modify job will automatically update/ merge in different checklists

Managing checklists

You can also merge in global checklist groups when you create a new job.

Check list management works on job types, new jobs, complete/pickup jobs. Modify jobs and estimates.

You can add additional checklists specific to the job you are working on as well.

Checking and unchecking options

Modify a check list during complete/pickup job/modify job to indicate whether or not the item is good, bad or not applicable.  This will print a tick or cross next to the checklist item on the invoice.

If you flag a group option as good or bad, then all sub options under it will default to this value.  Saves you having to check everything. On sub options you can check them as well to override. So if all is good except one, flag the parent as good and flag the bad one as not good.