Checklists
Managing Checklists in Evolv
Creation Date: Oct 24, 2025
Created By: Aidan Quin
1. Open a Jobcard
2. Click on the Service Category
3. Click on Add checklist
4. Select the desireed Checklists
5. Click on Save
6. If completing on your device, click Checklist Items; otherwise, skip to last step.
You can complete the checklists digitally on your device (laptop, phone, or tablet) or print them out and fill them in manually.
7. Pass and Fail the items
8. Add Comments or photos
9. Click on Save
10. Click on Print
11. Include the desired Checklists then click Print
12. View the Printed Checklists
ℹ️ Managing Checklists
13. Click on Checklists
14. You can import Checklists
15. Upload the Checklist via CSV
You can import your checklists — please reference the sample CSV when importing.
16. You can Create a checklist manually
17. Populate the Checklist name
18. Click on Submit
19. Click on the new checklist
20. Click on Add checklist item
21. Populate the Checklist item followed by Submit
22. Repeat the previous steps
Related Articles
Checklists
Managing Checklists in Evolv Creation Date: Oct 24, 2025 Created By: Aidan Quin View most recent version 1. Open a Jobcard 2. Click on the Service Category 3. Click on Add checklist 4. Select the desireed Checklists 5. Click on Save 6. If completing ...Categories, Templates and Checklists
Create Custom Categories and Checklists Creation Date: Oct 21, 2025 Created By: Aidan Quin View most recent version 1. Click on the Categories & templates tab 2. Click on Custom Categories followed by Add Category 3. Create your Category You can use ...EVO-AI Quoting Agent and EVO-AI Technical Assistant
EVO-AI: Introducing two new and exciting features Speed up your quoting and get instant technical answers — all in one place. With the EVO-AI Quoting Agent, create accurate quotes and invoices faster by automating line item capture, service ...Jobcard (Only) - Digital Workflow
Complete Jobcard in Evolv WMS - Digital Creation Date: Oct 23, 2025 Created By: Aidan Quin View most recent version 1. Click on Dashboard 2. Click on Open new Jobcard 3. Click on Scan License Disc This option allows you to scan a vehicle’s license ...