On-Site Job Checklists for Tradies
Brain-dump materials and to-dos on the day, tick them off as you go. The checklist that stops you driving back to Bunnings at 4pm.
Or try it on the web →Every tradie has driven back to Bunnings at 4pm for the one tube of silicone they forgot. The materials list on the quote is part of the answer, but it's never the whole answer — there's always something you only think of on the day. QuoteMate's job checklist is a place to brain-dump those items against the job, tick them off as you do them, and stop the same thing happening on the next similar job.
Why the quote's materials list isn't enough
The quote covers what the customer is paying for. The checklist covers what you actually need to do. Those overlap, but they're not the same list. A bathroom reno quote might say 'tile floor and walls, install vanity'. The checklist for the day says: 'pick up extra bag of grout in case, drop sheets, take the multi-tool not the recip saw, ring Reece by 7am to confirm vanity is at the branch'. None of that goes on the quote, but forgetting any of it costs you an hour.
How the checklist works in QuoteMate
Open the job, scroll to the checklist section, and add items as a free-text brain dump — one per line. Tap to tick them off as you go. The checklist lives with the job, so the items you wrote when quoting are still there on the day you do the work, three weeks later. Multi-day jobs can have items added each day as new things come up. When the job's complete, the checklist stays attached to the record, so the next similar job you can copy the checklist forward and start with the same list, ticked clean.
Reusing checklists across similar jobs
After running ten similar jobs, you'll find your checklist for that job type is mostly the same every time. QuoteMate lets you save a job as a template, including the checklist, so the next time you quote a hot water swap or a colorbond fence the checklist is already populated with the items you usually need. Edit the few that change, and start the day with everything pre-loaded. That's the difference between every job feeling fresh-and-stressful versus every job feeling like the eleventh time you've done it (because it is).
Frequently Asked Questions
No. The materials list on the quote is what the customer is paying for. The checklist is for you — extra parts, tools, phone calls, prep steps. They overlap but they're not the same.
Yes. The checklist works fully offline — tap to tick items on-site with no signal, and the state syncs when you're back online.
Yes. Save any job as a template (including its checklist) and the next quote for that job type starts with the same checklist pre-loaded.
No. The checklist is internal-only — it's for your day on-site. The customer sees the materials list, the labour line, and the price, not your reminder to bring the dropsheets.
There's no practical limit. The brain-dump style is the point — write down anything you'd otherwise forget.