What You'll Learn

• How to access the Checklist Builder in the app and in measureQuick Cloud
• How to create a custom checklist with a name, theme, and workflow settings
• How to configure item attributes: photo/video, required/optional, notes, and info guidance
• How to set workflow positioning so the checklist appears at the right point in the job
• How to control visibility and requirement levels for individual items
• How to deploy a checklist to every technician in your company
• How completed checklists appear in Pro Reports

What You'll Need

• Subscription: Premier Services (required for checklist features)
• Role: Manager or Owner on your company account
• App version: measureQuick 3.6 or later
• Time: 10-15 minutes to create your first checklist; 5 minutes to read

Step-by-Step Guide

Step 1: Accessing the Checklist Builder

There are two ways to reach the Checklist Builder:

From the app (mQ Classic or mQ+):

1. Open measureQuick
2. Go to Settings > Company Settings (mQ Classic) or tap your profile picture and go to About > Company-wide Checklists (mQ+)

From measureQuick Cloud:

1. Log in at cloud.measurequick.com with a Manager or Owner account
2. Navigate to Company Settings > Checklists

Company Settings screen with the Checklists option highlighted, showing the path from Settings in mQ Classic

Both paths open the same Checklist Builder. Changes made in the app sync to Cloud and vice versa. The app-based builder is convenient for quick edits in the field, while the Cloud builder is easier for building complex checklists from a desktop.

Step 2: Creating a New Checklist

Tap Create New Checklist (or the + button) to start.

The builder presents several configuration fields:

• Name: A descriptive title your technicians will see (e.g., "Pre-Measurement Safety Check," "Installation Completion Checklist," "Mechanical Inspection"). Keep it short and specific.
• Applies To: Select which workflow types this checklist applies to. Options include All Workflows, Cooling Vitals, Cooling Service, Cooling Install, Heat Pump Heating, Gas Furnace, Gas Heating Vitals, and Visual Documentation. A checklist set to "Cooling Install" will only appear during cooling installation workflows.
• Workflow Position: Controls when the checklist appears in the workflow (see Step 5).
• Items Expanded by Default: A toggle that controls whether items are visible or collapsed when the checklist first appears.
• Workflow Behavior: Set to Required, Skippable, or Hidden (see Step 6).
• Theme: A color selector that tints the checklist header. Use different colors to visually distinguish multiple checklists.

Checklist editor showing the Name field, Applies To list with workflow type options, and other configuration fields

Tip: Start with one checklist and expand later. A single well-designed checklist is more effective than three incomplete ones.

Step 3: Adding Items

Each checklist is a list of items. Tap + Add Item to add a new row.

Every item has a name (what the technician sees as the task) and configurable attributes. Each item shows toggleable tags that control its behavior:

Photo/Video When enabled, the item includes a camera/video button. The technician can take a photo, select from the camera roll, or record a short video clip. Photos and videos attach to the specific checklist item and appear in the report tied to that line. Use this for visual documentation: "Photo of data plate," "Photo of condensate drain termination," "Before photo of filter." In generated reports, videos appear as QR codes that customers can scan to watch the clip from measureQuick Cloud.

Optional / Required Controls whether the technician must complete this item before the checklist is considered done. Items marked Optional can be left blank. Required items must have input before the checklist is complete.

Notes On When enabled, a free-text field appears where the technician can type observations, measurements, or comments. Notes appear in the report under the corresponding item. Use this for items that need context beyond pass/fail: "Describe condition of outdoor coil," "Record ambient conditions," "Note any customer concerns."

Info An information icon that, when tapped, displays guidance text you write for the technician. This is where you embed your company's standards and procedures directly into the workflow. For example, an item called "Check refrigerant line insulation" could have an info button that reads: "All suction lines must be insulated from the evaporator to the condensing unit. Check for gaps, deterioration, or missing sections. If insulation is damaged, note it and recommend replacement."

Checklist editor showing items with Photo/Video, Optional, Notes On, and Info attribute tags on each item, with an Add Item button at the bottom

The Info button is one of the most powerful features of the Checklist Builder. It puts your company's tribal knowledge directly in front of the technician at the moment they need it, without requiring them to remember training from weeks or months ago.

Tip: You do not need to enable every attribute on every item. A simple safety check might only need the default pass/fail toggle. A documentation item might need Photo/Video + Notes On. Match the attributes to what the item actually requires.

Step 4: Action Items

Some checklist items may generate follow-up work. The Checklist Builder supports action items that create tasks from checklist findings.

When configuring a checklist item, you can add predefined action items such as:

• "Sealed ductwork"
• "Cleared obstructions"
• "Repaired installation"
• Custom action descriptions

When a technician encounters an issue during the checklist, they can flag it as an action item. In the workflow, completed action items display with a strikethrough, making it clear what was addressed during the visit and what remains open.

Checklist in the field showing two action items - one completed with strikethrough text, one still open

Action items tie into the report's recommended actions section. When a technician marks something as needing follow-up, it appears in the final report as a documented recommendation.

Step 5: Workflow Positioning

Each checklist has a Workflow Position setting that controls when it appears in the technician's workflow. The options are:

Workflow Position dropdown in the Checklist Builder showing "End" selected

The position determines when the checklist interrupts (or augments) the technician's workflow. Choose carefully:

• Beginning and End positions add steps outside the measurement process. They do not slow down the diagnostic workflow itself.
• Before Measurements and After Measurements positions integrate the checklist into the diagnostic flow. They are appropriate when the checklist items directly relate to the measurement process.

Tip: If you are unsure, start with End. A completion checklist at the end of the job catches anything the technician may have missed and documents the work performed, without slowing down the diagnostic process.

Step 6: Visibility and Requirement Settings

Each checklist has a top-level visibility setting, and each item within it has its own requirement level.

Workflow Behavior (checklist-level):

Item-level requirement:

Within a checklist, individual items can be marked as Required or Optional using the attribute tag on each item. Required items must have input before the checklist is considered complete. Optional items can be left blank.

Items Expanded by Default:

A toggle controls whether the checklist appears expanded (all items visible) or collapsed (header only, technician taps to expand) when it first appears in the workflow. For short checklists (3-5 items), expanded is usually better. For longer checklists (10+ items), collapsed keeps the screen manageable.

Checklist builder showing Workflow Behavior buttons (Required, Skippable, Hidden) and the Items Expanded by Default toggle

Tip: Avoid making every item required on your first checklist. Start with a few required items (safety-critical or documentation-critical) and leave the rest optional. You can tighten requirements after your team is comfortable with the workflow.

Step 7: Reordering and Managing Items

Items in a checklist can be reordered using the Move Up and Move Down controls (or drag handles, depending on your platform). Put the most important items first, since technicians working quickly may not scroll to the bottom.

Additional management options:

• Remove: Delete an item from the checklist. This is permanent.
• Restore Defaults: If you started from a template checklist, this resets all items to the original configuration. Custom items you added will be removed.

Step 8: Deploying to Your Team

When you save a checklist, it deploys to every technician on your company account automatically. There is no separate publish step.

The next time a technician opens measureQuick and starts a workflow that matches the checklist's "Apply To" setting, the checklist appears at the configured position.

What technicians see:

• The checklist name and theme color at the configured position in their workflow
• Each item with its enabled input types (inspection toggle, checkbox, photo button, video button, notes field)
• Info buttons they can tap for guidance text
• A progress indicator showing how many items are complete

What technicians cannot do:

• Edit the checklist structure (add, remove, or reorder items)
• Change the workflow position or visibility settings
• Delete the checklist

Only Manager and Owner roles can modify checklists.

Step 9: Checklist Data in Reports

Completed checklist data flows into measureQuick Pro Reports. The report includes:

• Checklist section header with the checklist name
• Item results: inspection pass/fail, checkbox status, notes text
• Photos: embedded in the report at the corresponding item
• Videos: represented as QR codes that link to the video on measureQuick Cloud. Customers scan the QR code with their phone to watch the clip.
• Action items: listed in the report's recommended actions section

Section of a Pro Report showing a completed checklist with inspection results, an embedded photo, a QR code for a video, and technician notes

Checklist data ties into the mechanical inspection and visual inspection sections of the Pro Report. If your checklist covers items that overlap with the standard report sections (condensate drain, electrical connections, air filtration), the checklist data supplements the standard diagnostic findings.

Tip: Review a sample report after setting up your first checklist to confirm the data appears where you expect it. Generate a test report from a practice project before deploying to customers.

Tips & Common Issues

Start simple, then iterate

Your first checklist does not need to cover every possible inspection point. Start with 5-7 items that address your most common quality issues or compliance requirements. After your team uses it for a week, review the results and add items based on what is missing.

Do not make everything required

A checklist with 20 required items and mandatory photos on each one will frustrate technicians and slow down jobs. Reserve the "Required" flag for items that are safety-critical or documentation-critical. Make everything else optional. Technicians will complete optional items when they have time, and your required items will get the attention they deserve.

Use info buttons for training

The info button is your opportunity to embed procedure details, code references, or manufacturer specifications directly into the workflow. A new technician encountering "Check refrigerant line insulation" can tap the info button and read exactly what your company expects, without calling the office.

Multiple checklists for different job types

You can create multiple checklists with different "Apply To" settings. A cooling installation checklist can include items specific to new installations (verify line set length, check clearances, verify electrical sizing), while a service checklist focuses on existing equipment condition. The technician only sees the checklists that match their current workflow type.

Checklists do not appear in the workflow

Confirm that the checklist's Workflow Behavior is set to Required or Skippable (not Hidden). Verify that the "Apply To" setting matches the workflow type the technician is running. If the checklist is set to "Cooling Install" but the technician is running a "Cooling Service" workflow, it will not appear.

Checklists sync slowly between app and Cloud

Checklist changes sync when the app connects to measureQuick Cloud. If a technician is in an area with poor connectivity, they may not see checklist updates immediately. Changes will apply the next time the app syncs. For time-sensitive checklist changes, ask technicians to manually sync by opening the app with a data connection before starting the next job.

Editing a checklist after deployment

You can edit a checklist at any time. Changes apply to all future workflows. Projects that are already in progress will use the checklist version that was active when the project started. Completed projects retain the checklist data as it was when the technician filled it out.

Related Articles

Prerequisites:

• Company Account Setup
• Company-Wide Settings

Follow-up articles:

• Choosing Your Interface: mQ Classic vs mQ+
• Report Generation
• Video Documentation

Related in the same domain:

• Navigation Drawer (mQ+ Bottom Drawer)
• Quick Profiles (Equipment Templates)

Need Help?

Contact measureQuick support: support@measurequick.com