Programs can create a list of questions and answer choices for auditors or contractors to fill out during assessments. It can be used as a checklist, questionnaire, or for QA post-audit. Answers are only for data collection and do not show on the homeowner report. Additionally, the answers are accessible via an API Endpoint: Job Checklist Answers.
This feature is only available for Programs.
Configuration Steps:
If you are a program admin, you may contact Snugg Pro Support to turn the Checklist feature on. There is no additional cost for this feature.
Once enabled, go to Settings > Your Programs > Select your program > Checklist
Click on Download sample CSV file to see an example of the file format.
Clear out the sample questions and answers from the file and create your own set of questions and response types and response options.
Required columns in the CSV upload file
Question ID - this is the unique id for your question (e.g. internal identifier)
Question or Requirement - this is the question that needs to be answered.
Response Type (select one of the following, it is case sensitive)
toggle
dropdown
datetime
date
text
number
Response Options
toggle: list of options separated by a semicolon (;). There are a maximum of 4 options allowed. Options cannot exceed 32 characters.
dropdown: list of options separated by ';'. Options cannot exceed 255 characters.
datetime: leave blank
date: leave blank
text: leave blank
number: leave blank
Category
Sort this in the order you want to see in the UI before importing.
This is how questions will be grouped in the job
Required
Yes or No
Fill out the questions and make sure they are sorted in as this is how they will be rendered in the job UI.
Sample Checklist file:
A sample CSV file is attached at the bottom of this article for your reference. It shows the correct format and structure for checklist questions. Here is a screenshot:
Importing Questions:
Once you’ve completed your question list, upload the file in the Checklist settings section:
Click Upload CSV file to make the checklist available to your program.
Ensure there are no validation errors. If errors appear, correct them and re-upload the CSV.
Once the questions are successfully imported, they will be available in the job immediately.
Updating Questions:
To update existing questions, edit the CSV and re-upload it:
Click Export CSV file to download the current checklist.
Open the file from your Downloads folder, make your edits, and save the changes.
Click Upload CSV file. A summary of changes will appear for review.
If the changes look correct, click Update. If not, click Cancel, adjust the CSV, and re-upload.
Tip:
Here’s an example screenshot showing the summary screen after uploading an updated CSV. It highlights edited, added, or removed questions.
Deleting Questions:
To delete a question:
Click Export CSV file to get the most recent copy.
Delete the question you want to remove from the CSV, save the file, and click Upload CSV file to re-import it.
After updating, deleted questions appear at the bottom of the Checklist settings screen under Show Archived Questions.
Important:
If a job contains an answer for a deleted question, you can still view it by:
Opening the job’s checklist.
Scrolling to the bottom and clicking Show Archived Questions.
Answering Questions in a Job:
Go to the job to answer questions.
Click on the Checklist left navigation menu item.
All of the questions should appear with the answer options. They will be grouped by category:
As you answer questions, the completion circle icon will be red until all of the required questions are answered.
Once all of the questions are answered in a section, the progress circle will be green.
If you have missed any required questions, it will appear in the job alerts as a warning.
