checklist
Task Library
Central library of reusable task templates and named task groups — managed here in Admin Settings, built up over time, and available to any booking. Assign to bookings as groups, individual templates, or a combination.
checklist
Templates
32
Reusable on any booking
category
Groups
6
Named task sets
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Photo-required
14
Templates flagged for photos
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Used this week
78
Task assignments to bookings
| Task name | Description | Photo required | In groups | Used on bookings | Actions |
|---|---|---|---|---|---|
Inspect fascia boards |
Check full run for rot, cracking and paint failure; note replacement lengths. | No | 2 | 41 | |
Photograph gutter condition (before) |
Wide and close-up shots of every elevation before works commence. | photo_camera Yes | 3 | 57 | |
Remove old downpipe |
Disconnect at spreader, remove brackets, cap the stormwater point. | No | 1 | 18 | |
Install leaf guard |
Fit and fasten guard mesh to manufacturer spec; trim neatly at valleys. | photo_camera Yes | 1 | 12 | |
Clear gutter debris |
Remove all debris and silt from gutters; bag waste for removal. | photo_camera Yes | 2 | 63 | |
Reseal box gutter joints |
Prepare, prime and reseal all joints; confirm falls to outlets. | photo_camera Yes | 1 | 22 | |
Set up EWP & fall-arrest |
Position EWP, establish exclusion zone, log harness checks before roof access. | No | 2 | 34 | |
Photograph completed work |
Final photos of all completed areas for the customer record. | photo_camera Yes | 3 | 66 | |
Flush downpipes & test flow |
Run water through each downpipe; confirm free flow to stormwater. | No | 2 | 29 | |
Site clean & waste removal |
Magnet sweep, remove all offcuts and debris from site. | No | 2 | 58 |
Showing 1–10 of 32 templates
Each template = name + description + photo-required flag — reusable on any booking and in any group.
Fascia and Gutter
6 tasks1Inspect fascia boards
2Photograph gutter condition (before)photo_cameraPhoto
3Clear gutter debrisphoto_cameraPhoto
4Reseal box gutter jointsphoto_cameraPhoto
5Flush downpipes & test flow
6Photograph completed workphoto_cameraPhoto
Downpipe Replacement
4 tasks1Remove old downpipe
2Install new downpipe & brackets
3Flush downpipes & test flow
4Photograph completed workphoto_cameraPhoto
Roof Safety Check
3 tasks1Set up EWP & fall-arrest
2Inspect roof anchor pointsphoto_cameraPhoto
3Photograph completed workphoto_cameraPhoto
categoryGroups = one-click assignment. Groups let the Bookings team assign a defined set of tasks in one click; groups and individual templates are managed here in Admin Settings.
Target booking
Fascia & gutter repair — 14 Rosslyn St, Preston
Composed task list · sequence adjustable
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1
Inspect fascia boards
Check full run for rot, cracking and paint failure; note replacement lengths.
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2
Photograph gutter condition (before)
Wide and close-up shots of every elevation before works commence.
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3
Clear gutter debris
Remove all debris and silt from gutters; bag waste for removal.
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4
Reseal box gutter joints
Prepare, prime and reseal all joints; confirm falls to outlets.
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5
Install leaf guard
Fit and fasten guard mesh to manufacturer spec; trim neatly at valleys.
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6
Check rear porch downpipe bracket
Created directly on this booking — not saved to the library.
infoAssign as named groups, individual tasks, or a combination — one-off tasks can be created directly on the booking. Sequence is adjustable; the Lead sees this order but can action tasks in any order. Second technicians are not shown the task list.