Checklists · Field-ready
The checklist rhythm office and field actually share.
Standard, repeatable steps on every visit, with photo proof before the truck leaves the driveway. Without another group chat.
14-day trial · No credit card · Live in 10 minutesJob #4821 · HVAC Install
Live progress
Marcus T. · HVAC Install
60%
Job #4821 · HVAC Install
Live progress
Marcus T. · HVAC Install
60%
What you unlock
What checklists unlock
Six things change the day your team starts running on real checklists. No big rollout, no training week.
Templates
Reusable per job type and trade.
Photo proof
Required, attached, stored on the job.
Required steps
Block close until critical steps are done.
Per-trade lists
HVAC, plumb, electrical — separate libraries.
Auto-attach
Right list lands the moment a job is scheduled.
Audit trail
Every check, photo, and timestamp logged.
Change a panel update
ElecDaytime checklist
PMOff-hours problem call
On-callRoutine 6-month service
PMPermit notice required
PermitSafety check skipped
Required before close · Job 4815Photo upload pending
Before / after shots · 2 missingCustomer signature needed
Tech notified · 2 min agoReal-time gaps
See gaps before the truck rolls away
ServTrackr flags missing photos, skipped safety steps, and unsigned forms in real time — so the fix happens on site, not from a callback two days later.
- Required photos that haven't uploaded
- Steps marked but missing a timestamp
- Customer signature pending at close
Today
Live progress
Marcus T.
HVAC install · 4821Lina R.
Plumb service · 4830Devon K.
Electrical PM · 4828Sasha P.
HVAC PM · 4833Live rollup
Live, to the second. Office and field, same view.
Every check rolls up live to the office. No more "where are we on that?" calls. The answer is on the screen, accurate to the second, with the same view office and field both trust.
System of record
A system of record, not a PDF scavenger hunt
Every checklist is searchable, exportable, and tied to the job — long after the truck pulls away.
Inline edits without breaking history
Update a step mid-job. The original version is preserved alongside the change so the audit trail stays clean.
Mobile-first completion
Designed for thumbs and gloves. One tap per step, photos in seconds, signatures without scrolling.
Comments on steps
Office and tech can leave context exactly where it matters.
Smart notifications
Office is alerted only when a required step is missed.
Real-time sync
Works offline, syncs the second a truck has signal again.
“Stopped a $40K callback last month because the checklist flagged a missed pressure test before the tech left the site. The board in the office caught what I would have missed.”
Devon K.
Service Manager, Patriot HVAC, Tampa
Pairs with
Pair checklists with the rest of ServTrackr
Checklists aren't an island — they plug into how you already run the shop.
Projects
Roll checklists into multi-day projects.
Change orders
Add new steps mid-job, keep the trail.
Scheduling
Right list auto-attached when you book.
Client portal
Customers see done, not pending.
Dispatching
Surface required steps on the board.
Reporting
Slice completion by trade or tech.
Compliance
Permit + safety steps locked at close.
Notes
Per-step comments stay with the job.
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
