Your inspection routines are now part of the job itself. Activity Checklists let you attach a checklist to any crew activity — before it starts, after it ends, or both — and the Crew App enforces it: the crew can't clock in until the Before checklist's required items are done, and can't clock out until the After checklist is complete.

Truck-empty photos before loading, customer walkthroughs with a signature at delivery, equipment close-out when the crew returns to the warehouse — each one captured in the moment, every time, with the proof stored on the activity.

Four item types cover the way inspections actually work: a simple checkbox, a photo (single, or up to five), a signature captured on screen, and a checkbox with conditional photo — a Yes/No question where answering Yes (damage found, equipment missing) requires a photo before the crew can continue.

What's New

• Checklist builder: a new Checklist section under Settings → Crew App, where you create named checklists and their items — each item typed, orderable, and optionally required.
• Before and After assignment per activity: every crew activity, per service type, can carry a Before Activity Checklist and an After Activity Checklist — shown as new columns on the Crew Activities screen.
• Enforced in the Crew App: the Before checklist appears at clock-in and the activity starts only when all required items are done; the After checklist appears at clock-out and the activity ends only when it's complete. Skipping ahead prompts a reminder listing exactly what's still missing.
• Progress at a glance: each checklist shows a progress bar and a required-items count as the crew works through it.
• A record per run: every clock-in/clock-out gets its own fresh checklist — repeating an activity never reuses old answers.
• Review anywhere: completed checklists open read-only from the app's activity list (View Checklist), and in the CRM from the work order's Activities tab — answers, photos, and signatures included, with Completed or Pending status.

Who This Is For

• Owners and managers who want liability protection — mandatory truck-empty photos before departure and after close-out, captured every single job
• Operations teams replacing paper inspection sheets with enforced digital ones
• Crews and supervisors — the checklist is right in the clock-in/clock-out flow, nothing extra to remember
• Claims and back office staff reviewing time-stamped photos and customer signatures when questions come up

⚙️ How to Configure

Build your checklists

1) Go to Settings → Crew App → Checklist and click + to create a checklist.

Settings (1) → Crew App (2) → Checklist (3) → add a checklist (4)

2) Name the checklist, add a description, and build its items with Add Item.

The Add Checklist screen

3) Each item gets a name and a type — Photo, Checkbox, Checkbox with Conditional Photo, or Signature. Mark it Required to make it mandatory; photo items can also allow multiple photos (up to 5).

The four item types

A photo item with Required checked — and Multiple photos if you want more than one

Items can be reordered by dragging, edited, or removed — here, a close-out checklist with a required photo and a conditional-photo item.

A checklist's items, with drag handles and per-item type badges

4) Hover a checklist and click Preview to see it exactly as the crew will.

Preview on hover in the checklist list…

…opens the checklist exactly as the crew will see it

Assign them to crew activities

5) Go to Settings → Crew App → Crew Activities. The list now shows Before Checklist and After Checklist columns per activity, per service type — click the pencil to assign.

Crew Activities (1–3) with the new Before Checklist (4) and After Checklist (5) columns; edit via the pencil (6)

6) In Edit Crew Activity, pick the Before Activity Checklist and/or After Activity Checklist. Once assigned, the checklist is mandatory for the crew on that activity.

The new Checklists section on Edit Crew Activity (1)

7) The eye icon previews the assigned checklist right from the activity.

Previewing the assigned checklist (1) from Edit Crew Activity (2)

🧭 What the Crew Sees

8) Dispatch the work order as usual — it syncs to the Crew App with the checklists attached.

The work order dispatched and synced to the Crew App

9) When the crew selects an activity with a Before checklist and taps Clock In…

Selecting the activity (1) and clocking in (2)

10) …the Before Activity Checklist opens. The progress bar tracks required items, photo items offer Add Photo (camera or gallery), and the activity starts only when everything required is done.

The Before Activity Checklist at clock-in

11) Trying to continue early brings up a reminder naming the required items still left.

The reminder lists exactly what's missing

12) At the other end, clocking out of an activity with an After checklist…

Clocking out of the activity (1–2)

13) …opens the After Activity Checklist — here with a checkbox and a customer signature to capture on screen.

The After Activity Checklist at clock-out, with signature capture

All required items done — the activity can now end

14) Conditional-photo items ask a Yes/No question — answering Yes (say, damage found) requires a photo before continuing; answering No needs none.

A Yes/No item with a conditional photo on the close-out checklist

Reviewing Completed Checklists

15) In the app, open View Activities — completed activities with a checklist show a View Checklist button next to Billable, opening a read-only view of the answers, photos, and signatures.

View Activities (1) on the work order

View Checklist (2) on the completed activity

The completed checklist, read-only (3)

16) In the CRM, the work order's Activities tab shows a checklist icon on each activity card — click it to review what the crew submitted, with a Completed or Pending status per checklist.

Activities tab (1) → By Activities (2) → the checklist icon on the activity card (3)

A completed After Activity checklist in the CRM — answers and signature included

A checklist still pending shows its open items

Good to Know

• Required means required: once a checklist is assigned to an activity, its required items gate the clock-in or clock-out — there's no skipping past a mandatory truck-empty photo.
• Photos, flexibly: a photo item takes one photo (replaceable) by default, or up to five when Multiple photos is enabled; crew can shoot on the spot or pick from the gallery.
• Fresh every run: each clock-in/clock-out gets its own checklist. Running the same activity again starts clean — no stale answers carried over.
• Per service type: crew activities are configured per service type, so your Local pre-job checklist can differ from Interstate's.
• One checklist, many activities: the same checklist can be assigned wherever it fits — before Pre-Job, after Unload, after Post-Job — whatever mirrors your inspection flow.
  

Available Now

Activity Checklists are live now — build yours under Settings → Crew App → Checklist, assign them to the activities that matter, and your next dispatched job enforces them automatically. This one came straight from how moving companies actually run inspections; keep the feedback coming.