FIELDFOLIO
New garage door install
- Opening measured
- Tracks set
- Panels hung
- Springs set by trained tech
- Door balanced
- Opener and sensors
Checklists by trade
Garage Door job checklists
New garage door install, opener install, opener replace, garage door replace and more. Here are the common steps for 10 garage Door jobs.
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick garage Door as your trade and these jobs load as your checklist, next to your before, during and after photos.
New install
Opener install (new)
- Rail assembled
- Opener mounted
- Force set
- Photo eyes aligned, 6 in or less above floor
- Remotes paired
- Reverse tested with 2x4 flat on floor
Replace / 1-for-1 swap
Opener replace
- Door balanced
- Opener mounted
- Force set
- Photo eyes aligned, 6 in or less above floor
- Remotes paired
- Reverse tested with 2x4 flat on floor
Garage door replace
- Old door removed
- Tracks checked
- New door set
- Springs
- Balanced
- Opener reconnected
Panel replace
- Door supported
- Bad panel removed
- New panel set
- Hardware
- Operate test
- Cleanup
Repair / service call
Spring / cable repair
- Door supported
- Springs and cables replaced by trained tech
- Tracks checked
- Balance verified
- Lubricated
- Operate demo
Off-track door repair
- Door secured
- Tracks straightened
- Rollers set
- Balanced
- Reverse tested with 2x4 flat on floor
- Customer shown
Door won't close / sensor issue
- Sensors checked
- Aligned or rewired
- Limits set
- Reverse tested with 2x4 flat on floor
- Tested
- Customer shown
Renovation / remodel
Garage conversion / door upgrade
- Plan confirmed
- Opening changes
- New door / insulated
- Opener
- Weatherseal
- Walkthrough
Inspect / maintain
Tune-up / safety check
- Balance checked
- Hardware tightened
- Lubricated
- Photo eyes and reverse tested
- Photos
- Report
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms.
Not sure which photos to take? See the garage Door job photo checklist. Want these as a print-ready book with a sheet per job type? That is a trade pack, on the pricing page.