Overview

Creating a checklist in Valzotra defines the steps your team follows for a specific operation -- a turnover cleaning, a maintenance inspection, or any custom workflow. Once you create a checklist, you can apply it to properties, set up automatic triggers, and assign it to team members.

How it works

  1. Navigate to Checklists from the sidebar and click New Checklist.
  2. Enter a name for the checklist (e.g., "Standard Turnover" or "Monthly HVAC Check").
  3. Select a type that best describes the workflow:
    • Initial contact -- tasks for when a new reservation is first created
    • Pre-check-in -- preparation before a guest arrives
    • Turnover -- cleaning and reset between guests
    • Post-checkout -- inspection after a guest departs
    • Inventory restock -- supply replenishment
    • Maintenance -- repair and upkeep tasks
    • Custom -- anything that does not fit the categories above
  4. Optionally add a description and an estimated duration in minutes.
  5. Click Create to save the checklist.

After creating the checklist, add steps to it:

  1. Open the checklist and click Add Step.
  2. Enter a title for the step (e.g., "Vacuum all floors" or "Check smoke detectors").
  3. Choose a step type:
    • Checkbox -- simple done/not-done confirmation
    • Note -- requires the team member to enter a text note
    • Photo required -- the step is not complete until a photo is attached
    • Numeric -- requires a number (e.g., temperature reading, count)
    • Text input -- free-form text entry
    • File upload -- attach a document or file
    • Info -- a read-only instruction displayed to the team member
    • Agreement -- requires acknowledgment of specific content
    • Photo upload -- allows optional photo attachment (Host and Portfolio plans)
  4. Mark the step as required or optional. Required steps must be completed before the run can finish.
  5. Add an optional description for additional instructions.
  6. Drag steps to reorder them as needed.

Limits & requirements

  • Only owners and admins can create checklists and manage steps.
  • A checklist name is required and cannot be blank.
  • Each step must have a title and a valid step type.
  • Photo upload steps require the Host or Portfolio plan.
  • The checklist type must be one of the seven host types listed above. Guest checklist types are managed separately.
  • There is no limit on the number of steps per checklist.
  • An active paid subscription is required to create checklists.

FAQ

Can I change the type of a checklist after creating it? Yes. You can update the checklist type at any time. Changing the type does not affect existing runs that have already been created.

What is the difference between "photo required" and "photo upload"? A "photo required" step blocks completion until a photo is provided. A "photo upload" step allows a photo but does not require one. Photo upload steps require the Host or Portfolio plan.

Can I add steps to a checklist that already has active runs? Yes. Adding steps to a checklist definition does not retroactively change runs that are already in progress. Only new runs created after the change will include the new steps.

How do I delete a checklist? Open the checklist and use the delete option. Deleting a checklist removes it permanently. Existing completed runs are retained in your history for documentation purposes.