Custom Forms, Checklists & Workflows
Build custom forms, create reusable checklists for standardized workflows, and automate processes to ensure consistent service delivery across your team.
Checklist Templates
Create reusable checklist templates for common procedures like onboarding, maintenance, and troubleshooting.
Ticket Checklists
Attach checklists to tickets to ensure all steps are completed before resolution. Track completion progress.
Custom Forms
Build custom intake forms for client requests with conditional fields and validation rules.
Workflow Automation
Trigger automated actions based on form submissions and checklist completions.
Conditional Logic
Create smart forms that show or hide fields based on previous responses.
Template Library
Pre-built templates for common MSP workflows including onboarding, security audits, and maintenance.
Checklists in Action
Create Templates
Build checklist templates once and reuse them across tickets for consistent procedures.
- • Define checklist items with descriptions
- • Group items into logical sections
- • Set required vs optional items
- • Create category-specific checklists
Track Completion
Apply checklists to tickets and track completion status to ensure nothing is missed.
- • Visual completion progress
- • Check off items as you work
- • Add notes to individual items
- • Block completion until required items done
How It Works
Build Template
Create a checklist template with all the steps needed for a specific procedure or workflow.
Apply to Tickets
Attach the checklist to relevant tickets manually or automatically based on ticket type.
Complete & Verify
Work through checklist items, add notes, and complete all required steps before closing tickets.
Perfect For
Standardized Procedures
- • New client onboarding steps
- • Server deployment checklists
- • Security audit procedures
- • Monthly maintenance tasks
Quality Assurance
- • Ensure no steps are skipped
- • Training new team members
- • Compliance documentation
- • Consistent service delivery