Checklist Training
Learn how to complete a job checklist from start to finish — finding the job, selecting the right checklist type, filling in the details, and submitting.
01
Module 01
The 4 Checklist Types
Understanding Low Complexity, Manufacturing, Ship-In, and Service — what each type means, when it applies, and what sections are required.
All checklist types
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02
Module 02
Creating a Checklist
Finding your job, selecting the right checklist type, reviewing the preview, and downloading the completed checklist.
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03
Module 03
Sales & Rush Order
Signed proposals, design sheets, SquareCoil setup, project folder prep, and the Rush Order designation process.
Mfg · Low Complexity · Ship-In
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04
Module 04
Receiving
Confirming the job is fully received, staging support materials, uploading photos, and updating Project Status.
Ship-In only
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05
Module 05
Manufacturing & Quality Check
Support materials, SquareCoil entry, setting the completion date, and verifying all fabricated items meet standard before install.
Mfg · Low Complexity
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06
Module 06
Installation, Post-Install, Post-Service & Customer Signature
Pre-install staging, completing the job on site, photos, cleanup, NTE verification, and obtaining the customer's sign-off.
All checklist types
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07
Module 07
Project / Service Manager Review
Uploading notes and the completed checklist into SquareCoil, and sending the final customer follow-up.
All checklist types
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08
Module 08
Ownership Review
Final ownership sign-off confirming photos, materials, and signatures are all recorded in SquareCoil.
Mfg · Low Complexity · Ship-In
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