Advanced Checklists give your team a smarter way to standardize job-site work. You can build Templates with conditional logic that show or hide Fields based on what's entered, stack multiple follow-up Fields under one question, drag and drop to restructure Sections, and require photos to complete any Field.

Log in to CompanyCam > click Templates on the left sidebar > click the Checklists Tab > click + Create Checklist Template in the upper-right corner.

You can reorder Fields and Sections at any point while you build. Hover over a Field or Section title, then click and drag the Rearrange Icon on the left.

Conditional logic lets you build follow-up questions that only appear when a crew member selects a specific answer. Crews only see what's relevant to their job, nothing more.

Select a Field in your Template, hover over the answer field, then click + Add Conditional Field.

Some questions need more than one answer. A single base Field can carry several follow-up Fields, and you don't have to set up conditional logic to do it.

Hover over the base Field, then click the Arrow Icon on the side to add a sub-Field. Repeat for each additional follow-up Field.

Use this when every follow-up applies no matter what the crew answers. Use conditional logic instead when a follow-up should only appear for a specific answer.

Reference photos give your crew a clear example of what a completed Field should look like. Add reference photos or videos to a Field while building your Template, and they'll appear for crews when they complete the Checklist, on both web and mobile.

Add notes or instructions to a Field or Section to tell your crew exactly what you expect.

Hover over a Field or Section and click the Duplicate Icon.

Collapse a Section to hide its Fields while you work on the rest of your Template. Expand it again to pick up where you left off. This makes a long Template easier to navigate without scrolling through everything at once.

Click the drop-down arrow on the Section header to collapse it. Click it again to expand.

CompanyCam takes you to the Checklists Tab under Templates. A loading circle appears at the top of the page while your Template is being built. When it finishes, your File shows up as an Advanced Checklist Template. Click it to open.

Not every job needs every Section in a Template. Marking a Section as N/A drops it out of the completion percentage entirely, so the number only reflects the work that's required for that job. This works like N/A in Classic Checklists, so it won't be new to your crew.

Hover over the Section, then toggle Section Required. Once a Section is set up this way, anyone completing the Checklist can mark it N/A. See Completing Advanced Checklists for that step.