Customise the Check-In, QC and Delivery checklists
Edit the lists techs fill in on every job: sections, answer types, required photos or notes, signatures, what blocks a pass, and per-job-type variants.
Where it is
Settings for this
- Settings → Workshop → Checklists — The three lists and their variants
- Settings → Workshop → Job types — The types you can keep a different list for
Open Settings → Workshop → Checklists. Each of the three lists (Vehicle Check-In, QC, Delivery) shows BuildTrack default or Customised.
- Customise (or Edit list) opens the editor. Preview shows the Technician's view live; tick and fail lines there.
- Name the list (List name).
- Lines: type what the tech must check, then click the summary on the right of the line to set:
- Answered by: Tick, Pass / Fail / N/A, Measurement (with Unit, Min (pass) and Max (pass): outside the range fails by itself) or Text answer;
- Photo and Note: Off, Optional, Required or Required on fail;
- Guidance for the tech (optional), shown in small print;
- Must be answered before the list can be completed.
- Sections: group lines under headings; reorder with the arrows.
- Signature to finish: None, Technician signs, Customer signs or Technician and customer sign.
- QC and Delivery only:
- The job's parts and labour on this list: Summary of the job's lines (the default, one read-only "Labour 6/6 done · Parts 15/15 installed" block), One line per part and labour line (a second sign-off) or Template lines only.
- A failed line blocks "Pass QC" (or "Ready for delivery"). Untick to let a supervisor sign off with fails on record.
- Per job type: under a list, + Different list for a job type… keeps, say, a stricter QC list for builds. Remove variant goes back to the main list.
- Save checklist. New jobs (and jobs that haven't saved that stage yet) use it straight away. Lists already filled in on a job are kept as they were.
Reset to BuildTrack default replaces the lines in the editor (nothing is stored until you save); Remove customisation goes back to the default.
Who can do it
Changing the lists needs settings.edit; others can view them.
On the job, QC & Handover lists what still blocks sign-off: an unanswered line, a missing photo, a fail or a signature.