Template preview
Use this structure as a simple starting point before moving the workflow into software.
- Intake complete
- Files and scans attached
- Materials verified
- Stage owner assigned
- Quality check complete
- Delivery and invoice status updated
How to use it
- 1 Use the checklist at intake and before delivery.
- 2 Assign each checklist step to a role.
- 3 Review missing information before work starts.
- 4 Update delivery and invoice status after quality check.
When to upgrade from a template
- Checklist completion is hard to audit.
- Late work is not visible until the final due date.
- Rush cases skip required steps.
- Owners need production views across all active cases.
Interactive template
Run a production handoff checklist
Use the checklist during a real case handoff, track completion, and print or download the completed record.
Your entries stay in this browser tab. This tool does not save or send the information you enter.
Downloadable resource
Dental Lab Production Checklist
Use the preview fields below to create a printable or editable version for your lab, then move the workflow into Dental Lab Guru when you need live status.
Evaluating a software move? Model the coordination cost using your own assumptions.
Preview fields
- Intake complete
- Files and scans attached
- Materials verified
- Stage owner assigned
- Quality check complete
- Delivery and invoice status updated
Best practices
Keep one owner responsible for maintaining the template.
Archive completed work so active cases stay easy to read.
Review the template weekly for missing fields, duplicate entries, and stale statuses.
Move to structured software when multiple people need live status at the same time.
