Job Checklists
Checklists with your steps, your fields, your sign-offs.
Trade-specific checklists with conditional logic, required photos, and sign-offs, built to your exact process, not the one your last tool forced on you. Add a field in plain English and it is live. Compliance captured without slowing the tech down.
Plain English
Describe the change. It goes live.
2 fields added
Ladder-assist checkbox + crew-size field
Pushed to inspectors
Live in every inspector's app on next sync
History preserved
Past inspections stay exactly as signed
Live in
Built your way
Checklists that enforce the work.
Step-by-step flows with logic, proof, and sign-off, so the work is right the first time.
Trade-specific templates
Conditional logic
Required photos
Customer sign-off
Hard stops
Compliance-ready
PDF export
Location-aware
Mark up the evidence
Measurements and readings
Natural-language builder
See it built around how your team already works.
Get DemoRequired
Photos and readings
Hard stops
On failed checks
Offline
Works without signal
Shaped to your trade
Your business doesn't run like the template. Neither does Fieldproxy.
Fire Safety
Pest Control
HVAC
Want it running on your jobs? We set it up around them.
Get DemoIntegrations
Plays nicely with the tools you already use
PDF reports
Per-job exports in your brand, ready for customers or AHJs.
Google Drive / Dropbox
Backups into your existing document library.
Native e-sign + OTP
Signed on the device, or verified with a one-time code to the customer's phone when the sign-off has to be provably theirs.
Zapier
Completed checklists to any downstream workflow.
Webhooks
Validation events pushed to compliance systems.
Portal
Customer self-serve access to every inspection record.
AI agents
The AI agents that check the check
A form with a required photo field only proves someone attached a file. These agents look at what was attached.
Video Agent
The tech narrates one walkthrough and the checklist fills itself, including the answers a photo cannot give you.
Vision Agent
Verifies the evidence: is that the right subject, in focus, legible, actually showing the thing the step asked for. A bad capture is caught while the tech is still on site.
Knowledge Agent
Grades the step against the standard it is supposed to meet (the tolerance, the torque, the clearance) and tells the tech the acceptable range at the moment they enter the reading, not after the fact.
Watcher Agent
Blocks close-out on a failed or skipped critical step and routes it to QA, so a hole in the record surfaces now and not in an audit.
See it built around how your team already works.
Get DemoWorked example
How a digital checklist runs on a fire-safety maintenance visit
A quarterly fire-safety visit has steps that must be done, readings that must be in range, and evidence an auditor will ask for. Here is the checklist from the moment the job opens to the report the customer receives.
- 1
The right checklist attaches itself
WO-88140 at Harbour Point is a fire-safety PPM, so the fire-safety checklist is attached automatically. A different customer site can carry a different checklist.
- 2
Steps ask for proof
The alarm panel test needs a photo before it can pass. Emergency lighting needs two. The technician cannot move past a required step without its evidence.
- 3
A reading fails on its own
The sprinkler riser pressure is entered as a number. The step has a tolerance, so an out-of-range reading fails the check without anyone having to judge it.
- 4
A failed check blocks close-out
Because a fire-safety step failed, the job cannot close. A supervisor sign-off is now required and the failure is routed to them.
- 5
The report goes out
Once signed off, the checklist, photos, readings and signatures become a PDF report in your branding, sent to the customer and kept on the site's record.
The gap is found on site, not in an audit. The site keeps a full inspection history, and every report is one click away.
Names and figures in this example are demo data.
Screens from our demo account
What you can change, and how
Steps and field types
Pass/fail/N/A, numbers with units and tolerances, photos, signatures, dropdowns, text, and grouped measurement fields.
Conditional logic
Show a step only when an earlier answer calls for it, so technicians only see what applies.
Required evidence
Make photos, readings or signatures mandatory before a step or the job can close.
Hard stops
Decide which failures block close-out and who has to sign off.
Which checklist goes where
Attach checklists by job type, trade, customer or site. Add or change a step by asking in plain English; signed checklists stay exactly as they were.
Languages
Technicians can see the checklist in their own language while the office sees one set of data.
How it connects to the rest of Fieldproxy
Readings and results are stored against the equipment they were taken on.
Checklists work offline and sync when signal returns.
Customers can see every inspection record for their sites.
Failures and sign-offs route to the right person.
Files and webhooks
Reports can be backed up to Google Drive or Dropbox and pushed to other systems by webhook or Zapier.
When this is not the right fit
- If your jobs are simple and nobody checks the paperwork, a long checklist slows technicians down. Start with the few steps that matter.
- A required photo field only proves a file was attached. Use the photo checks and supervisor sign-off for steps where the evidence really matters.
- Fieldproxy records your inspections; it does not certify them. The standards you inspect against are yours to set in the checklist.
Questions
Straight answers.
What is a job checklist app for field service?
It replaces paper forms with step-by-step checklists on the technician's phone, with required photos, readings, signatures and pass/fail logic, and turns the result into a report. In Fieldproxy the checklist is part of the job, so it is attached automatically and saved to the job and the equipment.
Can a failed check stop the job from being closed?
Yes. You choose which failures block close-out, and who has to sign off before the job can proceed.
Do checklists work without signal?
Yes. The technician app works offline and syncs when the phone is back in coverage.
Can we use different checklists for different customers?
Yes. Checklists can be attached by job type, trade, customer or site, so each client's requirements appear automatically.
Can we build our own preventive maintenance checklist?
Yes. Describe the steps in plain English or build them field by field, including readings with acceptable ranges.
Make every tech the most thorough tech.
We'll build a live checklist for your trade in the demo, right in front of you.
Also works from ChatGPT, Claude and Copilot in Teams
Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.