Quality Control

Quality control helps you maintain consistent service across every job. Build checklists your crews follow on site. Review reports to catch issues early.

Navigate to Admin > Operations > Quality to access QC features.

QC Checklists

Checklists define the steps your crew must complete before or after a job. You create them once, then assign them to job types.

Viewing Checklists

Navigate to Admin > Operations > Quality > Checklists to see all checklists. Each checklist shows its name, linked service type, item count, and whether the template is active.

Creating a Checklist

1. Click + New Checklist.
2. Enter a name (e.g., "Post-Job Window Cleaning Inspection").
3. Optionally enter the service type this checklist is meant to support.
4. Add checklist items. For each item, set:

• Description: What the crew member needs to check (e.g., "All windows are streak-free").
• Photo Required: Whether the crew member must upload a photo for this item.

1. Click Save.

Checklist saves now reject malformed item payloads before they are written. In practice, every item needs a stable id, a label, and a valid photo-required flag, so the report builder always has a clean template to render. Editing an existing checklist now only changes the fields you actually save. Updating the name or item list no longer flips an inactive checklist back on unless you explicitly reactivate it.

Checklist Item Examples

Here are some common checklist items for cleaning businesses:

Pre-Job Checklist

• Verify correct customer address.
• Check that all required equipment is loaded.
• Confirm access instructions with the customer.

Post-Job Checklist

• All service areas are clean and inspected.
• No equipment or supplies left on site.
• Before and after photos uploaded.
• Customer walkthrough completed (if applicable).

QC Reports

When a crew completes a checklist on site, the results are submitted as a QC report. Reports give managers visibility into the quality of every job.

Viewing Reports

Navigate to Admin > Operations > Quality to see submitted reports. Each report shows:

Pass and Fail

A report score is calculated from the checklist items marked Pass, Fail, or N/A. Items marked N/A are excluded from the score, and failed items are highlighted so managers can review them quickly.

Failed reports are highlighted in the report list so managers can follow up quickly.

QC report submissions now validate the full nested results payload before saving. That means broken item ids, invalid pass/fail states, and malformed score values are rejected up front instead of creating unusable report history.

Tracking Callbacks and Rework

Use QC reports to identify patterns that lead to callbacks. If a crew consistently fails a specific checklist item, it may indicate a training gap.

To track rework:

1. Filter QC reports by Fail status.
2. Look for repeated failures on the same checklist item.
3. Review the associated jobs to see if customers reported issues.
4. Address the root cause with additional training or updated procedures.

Over time, tracking QC data helps you reduce callbacks and improve customer satisfaction.

Who Can Use QC Features

• Owners and Managers can create and edit checklists and review all reports.
• Crew Leads can complete checklists on site and submit reports through the mobile app.

Next Steps

• Set up checklists for your most common job types to start collecting QC data.
• Learn about managing jobs to see how QC fits into the job lifecycle.
• Return to the Operations Overview for the full list of operations features.