Section 1: Introduction and Activation
When you first access the Checklist settings, you'll need to activate them.
✅ Check the option to activate checklist options.
Section 2: Create Checklists for Major Services
You may create as many checklists that you want.
For example, you may want specific checklists for septic pumping, grease trap cleaning, and real estate inspections.
Checklist findings appear on invoices and receipts.
Creating a Checklist and Adding its First Checklist Item
Clicking the +CHECKLIST button opens a window that contains several options and fields.
— Checklist Title Field
⌨️ Enter the title of your checklist, for example, Septic Tank Pumping Checklist.
— Auto-Fill Technician Notes Option
✅ Check the "Auto-Fill Technician Notes" option to automatically add checklist item technician notes to the checklist notes section on invoices.
ℹ️ Leave the "Auto-Fill Technician Notes" option unchecked until the checklist is finalized and production-ready.
— Show Technician Notes Option
✅ Check the "Show Technician Notes" option to supplement checklist item responses with explanatory language.
ℹ️ Most subscribers check the "Show Technician Notes" option.
— Allow Multiple Answers Option
Checklist item responses may consist of either:
a single response, in which case only a single checklist item response may be selected using a radio button; or
multiple responses, in which case multiple checklist item responses may be selected using checkboxes.
— Item Name Field
A checklist consists of multiple items to check.
⌨️ Enter the item name, for example, Tank Condition.
— Item Response Field
Each checklist item can include up to four responses.
⌨️ Enter each potential response. For example, potential responses for the Tank Condition item may include:
Excellent
Good
Fair
Poor
— Technician Notes Field
Technician notes supplement checklist item responses with explanatory language.
⌨️ Enter corresponding technician notes associated with each potential response. For example, potential corresponding technician notes for the Tank Condition item could be:
Item Response | Technician Notes |
Excellent | The tank condition is excellent. |
Good | The tank condition is good. |
Fair | The tank condition is fair. Replacement or repair may be required during the next service. |
Poor | The tank condition is poor. Replacement or repair is immediately required. |
Clicking the + ITEM button lets you add another item to the checklist.
Clicking the + SAVE button lets you save the new item(s) to the checklist.
ℹ️ After adding a new item to the checklist, it is highly recommended to save that item before adding another item.
Adding Additional Items to a Checklist
You may add as many checklist items to a checklist that you need by repeating the following process.
✅ Select the "Allow Multiple Answers" option to allow multiple checklist item responses; otherwise, leave the option unchecked.
⌨️ Enter the checklist item name.
⌨️ Enter each potential checklist item response.
⌨️ Enter corresponding technician notes associated with each potential checklist item response.
Adding Dependency Items to a Checklist
You may specify checklist items as dependency checklist items, which are checklist items that appear only when a specific response of a preceding primary checklist item is selected.
A dependency checklist item may be designated as either a Level 1 or a Level 2 Dependency.
ℹ️ Consider the following example of a primary checklist item.
Checklist Item Technician Notes | Response 1 (Single Response) | Response 2 (Single Response) |
Risers Present? | Yes | No |
Technician Notes | Risers present. | Risers not present. |
— Level 1 Checklist Item Dependency
✅ Select the "Add Level 1 Dependency" option to create a checklist item that should appear, depending on the selected response of a primary checklist item.
For example, if the primary checklist item Risers Present? is "Yes," you may want a Level 1 dependency checklist item to specify riser locations, such as:
Level 1 Checklist Item Name Technician Notes | Response 1 (Multiple Response) | Response 2 (Multiple Response) | Response 3 (Multiple Response) |
Riser Location(s) | Inlet | Center | Outlet |
Technician Notes | Inlet riser present. | Center riser present. | Outlet riser present. |
— Level 2 Checklist Item Dependency
✅ Select the "Add Level 2 Dependency" option to create a checklist item that should appear, depending on the selected response of a Level 1 Dependency checklist item.
For example, if any Level 1 checklist item responses are checked, you may want Level 2 dependency checklist items to specify the condition of each selected riser location.
In other words, if dependency checklist item Inlet is checked, you may want a Level 2 dependency checklist item to specify the condition of the inlet riser, such as:
Level 2 Checklist Item Name Technician Notes
| Response 1 (Single Response) | Response 2 (Single Response) | Response 3 (Single Response) | Response 4 (Single Response) |
Inlet Riser Condition | Excellent | Good | Fair | Poor |
Technician Notes | Inlet riser condition is excellent. | Inlet riser condition is good. | Inlet riser condition is fair. Replacement or repair may be required during the next service. | Inlet riser condition is poor. Replacement or repair is immediately required. |
If dependency checklist item Center is checked, you may want a Level 2 dependency checklist item to specify the condition of the center riser, such as:
Level 2 Checklist Item Name Technician Notes
| Response 1 (Single Response) | Response 2 (Single Response) | Response 3 (Single Response) | Response 4 (Single Response) |
Center Riser Condition | Excellent | Good | Fair | Poor |
Technician Notes | Center riser condition is excellent. | Center riser condition is good. | Center riser condition is fair. Replacement or repair may be required during the next service. | Center riser condition is poor. Replacement or repair is immediately required. |
And, if dependency checklist item Outlet is checked, you may want a Level 2 dependency checklist item to specify the condition of the outlet riser, such as:
Level 2 Checklist Item Name Technician Notes
| Response 1 (Single Response) | Response 2 (Single Response) | Response 3 (Single Response) | Response 4 (Single Response) |
Outlet Riser Condition | Excellent | Good | Fair | Poor |
Technician Notes | Outlet riser condition is excellent. | Outlet riser condition is good. | Outlet riser condition is fair. Replacement or repair may be required during the next service. | Outlet riser condition is poor. Replacement or repair is immediately required. |
Section 3: Technician Notes Style
🔘 Select whether the technician notes style formatting should consist of:
a bulleted list;
a bulleted list with line breaks; or
a paragraph.
🎯 Many Tank Track subscribers select the "bulleted list with line breaks" option because that format is the easiest for customers, especially elderly customers, to read.
Section 4: Assign Checklists to Services
Assign checklists to specified products and services (Section 8).
