Events
Set up event checklists
Add a check-off list to a service so staff complete the same steps every time before they finish the visit.
What you will accomplish
You will turn on Enable Checklist for one service and add the items staff must check during that visit.
When the list is ready, a technician who opens the event sees the same groups and items every time—for example Wheels & tires, Safety, and Mechanical. Required items must be finished before the event can be marked complete.
That protects your facility. It also gives the owner a clear record of what was inspected.
When to use a checklist
Use a checklist when the work is the same list of checks on many cars.
Good fits:
- Monthly or weekly storage inspections (tire pressure, battery, fluids).
- Intake or pickup walk-arounds that should not skip safety items.
- Shop tasks where a missed step causes a comeback or a claim.
Skip a checklist for a short visit with no repeating steps—for example a one-hour detail with no inspection list.
Before you start
- You can open Settings > Services & schedule as an owner or admin.
- The event type already exists. If not, start with Configure event types.
- Write down the real checks your team already does on paper or from memory.
- Decide which items are Required (must be done before finish) and which are optional reminders.
Open the service and turn on Enable Checklist
- Open Services & schedule
Go to Settings > Services & schedule.
Expected result: You see a card for each service.
- Click Advanced
Find the service that should have the list—for example Internal Service—and click Advanced.
Expected result: The Edit Event Type page opens. Changes save as you work. Look for Saved near the top.
- Scroll to Enable Checklist
Scroll past Features and Event Scope until you see Enable Checklist.
The helper text says: Add a checklist that must be completed during this event.
- Turn the switch on
Flip Enable Checklist on.
Expected result: A Checklist Items box appears. The heading says Add items that need to be checked during this event. If the list is empty, you see No checklist items.
Add a checklist item
- Click Add, then Checklist Item
In the Checklist Items header, click Add, then click Checklist Item.
Expected result: An Add Checklist Item window opens. The helper text says Search suggestions or create a custom checklist item.
- Enter Item Name
Type a short name in Item Name, or pick a suggestion such as Exterior cleanliness.
Good names: Tire pressure, Battery check, Lights & signals.
Why this matters: Staff see this name on the car. Keep it in everyday words, not shop codes.
- Choose a Group (optional)
Open Group and pick an existing group, or type a new group name.
Helpful groups: Wheels & tires, Safety, Mechanical, Interior & comfort.
- Turn on Required when the item must be finished
Required means: Must be completed before event can be finished.
Turn it on for safety and condition checks. Leave it off for nice-to-have reminders such as radio or interior cleanliness.
- Add a Description if the name is not enough
When you create a custom name, a Description box appears. Use it for the how-to, not the title.
Example for Tire pressure: "Check all four tires with a pressure gauge. Compare to the recommended PSI on the driver door sticker."
- Save the item
Click Done (or the create button if you typed a new name).
Expected result: The item appears in the list. Required items show a red star. The header shows a count such as Total: 10 items, 4 groups.
Add a group and keep the list tidy
- Click Add, then Group
Use Group when you already know the section name and want an empty folder first.
- Drag items into the right group
Use the six-dot handle on the left of a row to drag an item under a group.
Expected result: Group headers show a count, such as Wheels & tires (2 items).
- Edit or remove a row
Use the pencil to change the name, group, required setting, or description. Use the trash can to remove a row.
Why this matters: A short, current list gets used. A stale list gets skipped.
Start small. Ten clear items in four groups is easier than thirty mixed items. Add more after the team has used the list for a week.
Required vs optional. If everything is required, staff may rush. Reserve Required for the checks that protect the car or the facility.
Test the checklist on a real visit
Settings only build the list. Staff use it when they open the event.
- Open Schedule
Go to Schedule and find an appointment that uses this event type. You can also start one from Create event.
- Click Open Event
Open the appointment, then click Open Event (not only Edit Event).
Why this matters: Edit Event changes the plan (time, notes). Open Event starts the walkthrough where the checklist lives.
- Complete the checklist step
On the walkthrough you should see a Checklist step with Overall Progress and Required items.
Groups appear as sections. Required rows say Required in red.
Expected result: You cannot finish the event until every required box is checked. Optional items can stay unchecked.
What success looks like
- Every repeating inspection uses the same list—no one relies on memory.
- Required safety items block finish until they are done.
- New teammates can follow the descriptions without asking what “check the car” means.
- The finished event keeps a record of what was checked.
Troubleshooting
What to do next
Train technicians with Run event workflow from Schedule.
If finishing this event should also count toward a recurring care plan, see Set up service plans. The service-plans step can map a checklist row to a plan check.
If staff also need progress labels such as In the bay or Waiting on parts, continue with Turn on custom statuses for an event type.
When the list works on one test car, run Test an event setup before you ask the whole team to use it.