How-To Video Production Checklist

Record in this order — the core flows come first. Screenshot this page, or use your browser's Print → Save as PDF to download it.

Record first: #10 Service Report · #11 Deficiency · #7 Reviewing Reports · #8 Deficiency Pipeline

Series 1 — Getting Started (owner/manager)

  • 1.Setting Up Your Company — onboarding: company details, logo, branding, vehicles
  • 2.Inviting Your Team — inviting office staff and techs, the /join link, setting roles
  • 3.Branded Customer Reports — Settings: logo, accent color, footer, email message
  • 4.Plans, Billing & Usage — choosing a plan, billing cycle, usage limits

Series 2 — Manager Hub

  • 5.Dashboard Overview — the daily numbers and what they tell you
  • 6.Reviewing Service Reports — reports list, filters, PDF download, emailing a report
  • 7.Quality Control — approving reports, flagging callbacks
  • 8.The Deficiency Pipeline — tech report → customer email → approved → scheduled → paid
  • 9.Callbacks & Costs — logging deductions tied to callbacks
  • 10.Pay & Incentives — viewing tech pay, manager verification
  • 11.Fleet — vehicles and reviewing pre/post-trip inspections
  • 12.Tools & Supplies — tool checkout, turn-in with photo proof, marking lost
  • 13.Receipts — viewing expense receipts submitted by techs
  • 14.People & Customers — employee records, customer media library, hub access
  • 15.Notifications & Team Broadcasts — alert feed, sending messages, recipient settings
  • 16.Compliance & Training — SOP library, assigning SOP training, verifying completion

Series 3 — Safety Vault

  • 17.Safety Vault Overview — what's included, the disclaimer
  • 18.Safety Documents — adopting master templates, publishing, requiring acknowledgments
  • 19.Weekly Toolbox Talks — scheduling and tracking
  • 20.Managing Incidents & Stop-Works — review, corrective actions, closing out
  • 21.Equipment Inspections — form types, failures, out-of-service returns
  • 22.Training Matrix — assigning modules, quiz scores, retraining dates

Series 4 — Technician Portal (field)

  • 23.Clocking In & Your Portal Home — clock in/out, geofence warnings, shift tiles
  • 24.Completing a Service Report — step form, photos/video, signature, submitting
  • 25.Reporting a Deficiency — turning findings into revenue
  • 26.Vehicle Inspections — pre/post-trip flows
  • 27.Submitting Receipts — snapping and turning in expense receipts
  • 28.Using the Safety Vault in the Field — JSA, stop-work, incident, toolbox talk
  • 29.Reporting an Absence — alerting managers you won't be in

Series 5 — Sales & Audience-Facing

  • 30.Pricing & Free Trial — landing-page walkthrough
  • 31.Quote Calculator — the $27 one-time tool
  • 32.Platform Control — internal, for you/admins only

Hood Command · 32 videos total