Snippath

Inspection checklists

Checklists are reusable step-by-step procedures you can attach to a ticket. Items marked Required have to be checked off before the ticket can be closed — useful for inspections, safety procedures, or any work where skipping a step has consequences.

Enabling the module

Admins go to Settings → Modules and enable Checklists. After that, Checklists appears in the sidebar.

Creating a checklist

  1. Sidebar → Checklists → New checklist.
  2. Give it a name ("Monthly HVAC inspection", "Generator monthly test", etc.).
  3. Optional: a description that explains when this checklist applies.
  4. Add items, one per line. For each item you can mark:
    • Required — must be checked before ticket can close.
    • Photo required — tech must attach a photo when checking this item off.
  5. Save.

Attaching a checklist to a ticket

Two ways:

  • Manual — open a ticket, click Attach checklist, pick one. Useful for one-off jobs.
  • Automatic via recurring tasks — when you set up a recurring task, you can select a default checklist. Every generated ticket has the checklist pre-attached. This is the main use case.

Using a checklist as a tech

Open the ticket. Below the description there's a Checklist section listing every item. Tap to check off. Items marked Required show a small red dot. Items requiring a photo prompt you for one when you tap.

When you try to move the ticket to Done, Snippath checks: are all Required items checked? If no, it lists what's missing and blocks the close.

Editing or deactivating a checklist

Manager/Admin can edit a checklist any time. Edits apply to all FUTURE tickets that get the checklist attached — they do NOT retroactively change tickets where the checklist is already in use (those tickets keep the version of the checklist they were created with).

To stop using a checklist without losing history, you can mark it Archived. It won't show in the picker for new tickets but stays attached to all the historical ones.

Tips

  • Keep them short. 5-10 items is the sweet spot. Longer lists get skimmed.
  • Mark genuinely-safety items as Required.Don't mark everything required just to be thorough — it teaches your team that the warning is noise.
  • Use Photo required for things you need proof of. Compliance, before/after, oil levels, gauge readings.