Step 1: Navigate to the Templates Section
Click on the Settings icon from the left-side menu.
Select Templates from the available options.
Click on the Contractor Checklist tab.
Click on Add Template to create a new checklist template.
Step 2: Enter Template Details
Choose a Template Category (e.g., Cleaning, Electrical, Plumbing, etc.).
Enter the Template Name (e.g., "General Cleaning Template").
Provide a Description for the checklist.
Toggle the Group option if you want to organize the checklist by groups (e.g., Bedroom, Bathroom).
Step 3: Add a Group to the Checklist
Click on Add Group to categorize tasks under specific areas.
Enter a Group Name (e.g., "Bedroom").
Select the Type (e.g., Bedroom, Bathroom, Others).
Click Add Group to save the changes.
Step 4: Add a Checklist Item
Click on Add Checklist to include specific tasks.
Enter a Checklist Name (e.g., "Linen").
Provide a Checklist Description (e.g., "Change the linen.").
Optionally, upload a Reference Image for better clarity.
Click Add Checklist to finalize the entry.
Step 5: Assign Properties to the Checklist
In the Edit Checklist Template screen, click on Manage Properties.
Select the properties to which you want to apply this checklist.
Click Select Property to confirm.
If you want to select a single property then click on the check box next to the property and click "Select Property".
If you want the checklist to be applied to all properties then simply click on "Select All" and click on "Select Property".
Step 6: Activate the Checklist
Ensure the Active Status toggle is enabled.
Click Save to finalize and activate the template.
Conclusion
By following these steps, you can successfully add and manage cleaning templates or contractor checklists in PropertyStack. These templates help streamline operations, ensuring properties are maintained according to predefined standards.