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10min

To-Dos

To-dos are items that you might want done. Examples include:

  • Clean the floor
  • Take out the trash
  • Put in this pool chemical

Basically anything you want. We generally recommend adding enough detail so your Pro can know what to do and how to do it. But, a picture is worth a thousand words, so most of the time if you are writing a lot, we recommend adding a photo instead. See more below.

To-Do Options

If your To-do matches a known category, we will show the most popular options for that category that we have seen. Selecting the right options can really clarify exactly how you want something done, as no two people are alike.

Most Important

Typically, most people have a few things that are very important to get done right. We recommend marking these as "Most Important", which will highlight them for your Pro.



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Photo Notes

You can add "Photo Notes" to any to-do to describe visually what you want done. This can be really helpful!



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Time Estimates

When you first add a To-do, we do the best we can to match it to existing To-dos like it and estimate the time based on what is most commonly estimated by others. While this works great on average, no property is really average :) So just note there will be variability depending on what exactly you want done and what condition your home is in. For example, a To-do to "Wash Dishes" can vary if there is 1 plate and a dish washer vs 100 and none.

If you see a time estimate that looks incorrect, we do recommend adjusting that! It will only help ensure we give you better results, and help everyone learn more.

Custom Fields

You can also add custom fields to your to dos. This is a great option for getting data back from your pros, inspections, inventory management, or having your pros complete more specific tasks.

To add a custom field, click/tap "Add Custom Field" on any to do.



Describe what the pro should do in the "Field Label." The pro will see this.

Then, select 1 of the 4 field types:

  • Text Area: Useful for notes or general descriptions.
  • Select: Creates a list so the Pro can mark one of the options according to your needs or preferences.
  • Checkboxes: Creates a list that allows your Pro to mark multiple options.
  • Take Inventory: Allows your Pro to inspect and report general quantities. When a pro updates the inventory, this will trigger any low stock alerts or other notifications you may have.


Note: You can add multiple custom fields to a to do with different labels and types. Click/tap "Add Field" to create a new custom field. You can also edit or add a new custom field to a to do at any time.



Click/tap "Save Changes", and you are all set!



Completed to do lists are emailed to you as a part of your job certificate. You can also view completed tasks for each individual job with all the needed inspections provided by your Pro in the "Job History" section of your account, located in the "More" menu.





Updated 31 Jan 2023
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TABLE OF CONTENTS
To-Do Options
Most Important
Photo Notes
Time Estimates
Custom Fields