Checklists

Standardize quality on every job

Photos, signatures, and data at every step

Build a checklist for any process, then have your crew fill it out in the field — capturing photos, signatures, and readings as they go. Required fields keep nothing missed, and every completed checklist becomes a documented, emailed PDF.

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Checklists / Final Walkthrough

Bell Residence

1420 Lakeshore Dr, Austin, TX

Change
Pool surface free of defects?
YesNo
Water level (inches from tile)
4in
Equipment pad photoPhoto required
Homeowner sign-off
Save DraftComplete

Build it once, run it on every job

From template to documented, signed record.

1

Build

Create a template from a flat, drag-ordered list of fields — pick from eleven field types for any process.

2

Assign

Scope a template to jobs, leads, users, or warranty — and it shows up right where the work happens.

3

Fill

Your team completes it in the field — checking boxes, entering data, snapping photos, and capturing signatures.

4

Document

Complete it and a polished PDF is emailed to your team and the customer, and filed on the record.

Template builder

A template for every process you repeat

Add fields to a simple drag-to-reorder list and pick from eleven field types — text, numbers, checkboxes, yes/no, dropdowns, radios, photos, signatures, and more. Flag what's required, turn on photo capture where it matters, and scope the template to jobs, leads, users, or warranty.

  • Eleven field types for any kind of check
  • Drag to reorder — required and photo flags per field
  • Scope to jobs, leads, users, or warranty
  • Start from scratch or clone a library template
Checklists / Edit Template

Final Walkthrough

Job checklist · 5 fields

Add Field
1Pool surface free of defects? *Yes / No
2Water level (inches from tile) *Number
3Equipment pad photo *Image Only
4Startup chemistry readingDropdown
5Homeowner sign-off *Signature

Field types

Short TextLong TextNumberCheckboxYes / NoDropdownRadioImageSignatureInitialText Block
Signatures & photos

Proof, captured on the spot

Capture a signature or initials right on the device — drawn with a mouse or a finger — from a team member, an inspector, or the homeowner. Turn on photo capture for any field and make it required, so the important steps always come with a picture.

  • Draw-anywhere signature and initial pads
  • Signatures saved as images on the submission
  • Optional or required photos on any field
  • Documentation for compliance and sign-off
Add Signature — Homeowner sign-off

Sign in the box below

ClearSave Signature

Draw with a mouse or finger · captured as an image on the record

Submissions

Track every check, share every record

See every submission's status — Draft, Uploading, or Completed — with who filled it, when, and for which customer. When one is completed, Ardovia builds a branded PDF and emails it to your team, any external recipients, and the customer automatically.

  • Draft, Uploading, and Completed statuses
  • Filter by type, submitter, and template
  • Shows on the linked job or lead record
  • Auto-generated PDF emailed on completion
ardovia.com / checklists

Final Walkthrough

Bell Residence

Completed

Pre-Gunite Inspection

Ramirez Backyard

Completed

Site Assessment

Priya Shah

Draft

Equipment Startup

Nguyen Residence

Uploading
Completed checklists auto-email a PDF to your team and the customer.

Everything in checklists

Eleven field types

Short and long text, numbers with units, checkboxes, yes/no, dropdowns, radio buttons, image-only, signatures, initials, and text blocks.

Custom templates

Build a reusable template for any process — inspections, installs, permits, startups — or clone a starter from the library.

Photo per item

Turn photo capture on for any field and make it optional or required, so critical steps always come with visual proof.

Digital signatures

Capture signatures and initials on a draw-anywhere pad — from a team member, an inspector, or the customer — saved as an image.

Required fields & notes

Mark fields required so a checklist can't be completed until they're done, and add an optional note to any answer.

Merge tags

Drop in tags like the client name, address, or job type and they fill themselves in from the linked lead or job.

Linked to jobs & leads

Every checklist scopes to a job, lead, user, or warranty claim and appears on that record's Checklists tab.

Submission tracking

See every submission's status — Draft, Uploading, Completed — with who filled it, when, and for which customer.

Auto PDF & email

Completing a checklist generates a branded PDF and emails it to your chosen team members, external recipients, and the customer.

Frequently asked questions

What kinds of fields can a checklist have?

Eleven types: short text, long text, number (with a unit), checkbox, yes/no, dropdown, radio buttons, image-only, signature, initial, and a static text block for instructions. Any answerable field can also require a photo and carry an optional note.

How do I build a template?

Add fields to a single drag-to-reorder list, choose each field's type, and flag whether it's required and whether it needs a photo. Scope the template to jobs, leads, users, or warranty — or start from a curated library template and tweak it.

Can I require photos and signatures?

Yes. Photo capture can be turned on for any field and set to optional or required, and dedicated signature and initial fields open a draw-anywhere pad that works with a mouse or a finger and saves the result as an image on the submission.

How do checklists connect to my jobs and leads?

A template's type determines what it links to — a job, a lead, a user, or a warranty claim. When you fill one out you pick the record, and the completed checklist shows up on that job's or lead's Checklists tab with the customer details already attached.

What happens when a checklist is completed?

Required fields and photos are enforced before it can be marked complete, then a branded PDF of the submission is generated and emailed to the team members and external recipients you chose — and optionally the customer.

Can I track what's outstanding?

Every submission has a status — Draft, Uploading, or Completed — and the list shows who filled it, when, the customer, and the linked record, so you always know what's done and what still needs finishing.

Ready to build quality into every job?

Standardize your process, capture photos and signatures, and document every job with an emailed PDF.

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