The checklist feature allows you to create a list of things you want you to double-check when preparing a bid. Each room in your drawing has it's own checklist and the items on the checklist can vary depending on the type of product. This allows you to have a checklist item for "seal" or "re-grout" which only appears for rooms that contain a tile product.
1. Room Checklist
To view the checklist, select one or more rooms and choose Checklist on the Home tab.
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The checklist items can be printed using the Checklist report.
2. Customizing the checklist
You can customize the checklist to match your business and services.
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| Step 1 - Use the Master Checklist to define all the possible checklist items for your company. You can organize the checklist items into groups. This feature is found on the Tools tab. | Step 2 - Define which checklist items are valid for each product type. Select a tab in the Products dialog and click Checklist... Checking an item here means that item should appear in the checklist for rooms of this type. | Step 3 - Now, when you select a room of that type and choose Checklist on the Home tab, the checklist will contain your custom items for the product type of the selected room. |
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