Requirements

Requirements are checklists that define what a worker must capture to complete a workflow. They ensure consistency and prevent missed steps.

Types of requirements

• Photo — worker must take a photo (e.g., “Photo of completed installation”)
• Checklist item — binary yes/no (e.g., “Safety gear worn”)
• Text note — free-form observation
• Number — measurement or count (e.g., “Serial number”)
• Signature — customer or supervisor sign-off

Creating requirements

1. Go to Requirements in the sidebar
2. Click New Requirement
3. Name it (e.g., “Pre-work safety check”)
4. Choose the type
5. Optionally set minimum photos required
6. Save

Attaching to things

Requirements can be attached to specific things. When a worker scans a site’s QR code, they automatically get the right checklist for that site.

Requirement templates

Create requirement templates for common job types:

• “Installation — Solar Panel”
• “Inspection — Electrical”
• “Delivery — Confirmation”

Apply a template to any workflow with one click.