> ## Documentation Index
> Fetch the complete documentation index at: https://docs.comforthub.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Author a checklist template

> Write the readings a technician takes on site for one kind of equipment

export const Touches = ({systems}) => <p>
    <strong>Systems involved:</strong>{" "}
    {systems.split(",").map((s, i) => <span key={s}>
        {i > 0 ? " · " : ""}
        <a href={"/systems/" + s.trim()}>{s.trim().replace(/-/g, " ")}</a>
      </span>)}
  </p>;

<Touches systems="zoho-crm, supabase-backend, the-7am-app" />

A checklist template is a list of readings a technician takes for one kind of equipment: supply air temperature, static pressure, and so on. It is written in Zoho, in **Checklist Templates**, and the app reads the copy on our side.

## Before you start

* Zoho open, on **Checklist Templates**.
* The equipment type it is for, and the readings with their units and the band each should fall in.

## Steps

<Steps>
  <Step title="Create the template">
    In **Checklist Templates**, click **Create**. Fill in **Name**, pick a **Category** (Maintenance, Commissioning or Post-repair) and the **Asset Type**.
  </Step>

  <Step title="Add the questions">
    In **Checklist Questions**, add one row per reading: **Question Title**, **Helper Text**, **Unit**, **Expected Min** and **Expected Max**. Set **Display Order** and tick **Required** where it matters. Save.
  </Step>
</Steps>

## How to title a reading

Write the title as the component, an em dash, then what is measured: **Disconnect — Line Voltage**, **Run Capacitor — Capacitance**. No unit in the title; the unit has its own box. The app groups a customer's readings year over year by this title, so the same reading must carry the same title on every template.

## When to leave the band empty

Give a reading an **Expected Min** and **Expected Max** only when the acceptable range is the same for every unit of that type. Where the right value depends on the unit's own rating plate, such as a compressor's running amps, leave the band empty. A made-up band flags good readings as out of range, which is worse than no band at all.

## How you know it worked

* The template and its questions are on our side within seconds, in order, with units and bands.
* The template can be attached to an appointment; see [Assign a checklist to a visit](/handbook/booking/assign-a-checklist).

## Good to know

* Only readings exist. There are no yes/no, text or choice questions.
* Zoho is the owner. Edit questions there, never on our side. A template deleted in Zoho is removed here with its questions.

## Related

* [Assign a checklist to a visit](/handbook/booking/assign-a-checklist)
* [Answer a checklist](/handbook/on-site/answer-a-checklist)