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checklists.saveTemplate

Create a checklist template, or replace one (give checklist_template_id). Items are in order; required items (the default) must be ticked before the visit or job can be marked done. Checklists already made from it keep their own copy.

WhoAgents can call this
RESTPOST /v1/checklist-templates
MCP toolchecklists_saveTemplate
Writesyes, send an Idempotency-Key
AreaField work (checklists, forms, time, notes, change orders, subcontractors)

When to use it

Keep checklist templates (checklists.saveTemplate) and put a checklist on a job or on one visit (checklists.create). Required items gate done: visits.done refuses a visit with open required items or a missing sign-off, and jobs.complete refuses a job while its own checklists, or those of visits not yet done, are open.

What to tell the owner

Say what you did in plain words and what happens next.

Input

FieldTypeRequired
shop_idstring (uuid)yes
checklist_template_idstring (uuid)no
namestringyes
descriptionstringno
signoff_requiredbooleanno
itemsarrayyes
items[].labelstringyes
items[].requiredbooleanno

Example

POST https://doingwork.work/v1/checklist-templates
content-type: application/json
Idempotency-Key: 3f1c...

{
  "shop_id": "00000000-0000-4000-8000-000000000000",
  "name": "Ruiz Plumbing",
  "items": [
    {
      "label": "..."
    }
  ]
}

Output

JSON. The response shape isn't published yet; read the fields you need and ignore the rest. Errors are {code, message, status}.

Errors

CodeStatusWhat to do
invalid_input, invalid_token, rate_limitedCan happen on any call. See errors.