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Add Forms/Checklists to Services

Forms/Checklists in CMMS boost efficiency, ensure consistency, enhance safety, reduce errors, and simplify compliance.

Updated over 3 weeks ago

The following steps show how to add a form/checklist to a service.

  1. Open the Service

    • Navigate to the relevant service where you want to add a form and click Edit.
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      View detailed HVAC service information including status, description, and general settings.

  2. Select the Forms tab

    • The order and number of tabs may vary depending on your process.

  3. Click New

    • A list of forms appears. It may be empty unless checklists have previously been added.
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      Edit service details and attach relevant forms or checklists under the Forms section.

  4. Choose a form in one of two ways:

    • Start typing in the field to see a list of matching checklists.

    • Click the icon to open a list of all available forms. You can search using the filter field and then click Select.
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    Search the checklist library by typing keywords or browsing the form list for quick selection.

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    Search the checklist library by browsing the form list for quick selection.

  5. Mark as Required (optional)

    • After selecting the checklist, click Select. If the form should be mandatory, enable the Required field.
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      Set the checklist as required for the service to ensure mandatory task completion.

  6. The form has been added to the list. To keep it active in the service, click Save.
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    Checklist successfully linked to the service and marked as required for consistent compliance.


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