Smart Checklist Generation

Created by Binita Goswami, Modified on Wed, 21 May at 6:52 PM by Binita Goswami

DreamzCMMS enables users to generate intelligent, context-aware maintenance checklists using AI—perfect for inspections, recurring tasks, or asset-specific procedures. This feature simplifies planning and ensures consistency across your maintenance operations.

This section walks you through how to create a smart checklist via the web portal and apply it within a work order.


Type a title like “AC Repair,” and our AI auto-generates a full checklist with tasks, tags, and settings. Use it in work orders and field jobs—everything syncs seamlessly to the mobile app for technicians. 


Here is a reference video:



Steps to Create an AI-Generated Checklist

From the Web Portal:

  1. Navigate to the Checklist Module from the main menu.

  2. Click on “AI-Powered Checklist Generation.”

  3. In the pop-up window, enter a Checklist Title and a Description (e.g., AC Repair Checklist).

  4. (Optional) Select parameters like Industry Type, Asset Type, or Frequency.

  5. Click “Generate Checklist.”

  6. The system will redirect you to the Checklist Management Screen with auto-filled:

    • Title & Description

    • Checklist Type & Tags

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