Onboarding

Each new client in one place: the IT handoff when they have a current IT provider, or the onboarding questionnaire when they don't, then the onboarding checklist.

Onboard a client

← Onboarding

Onboard a new client

Pick the client, say whether they have a current IT provider, and who fills it in. Emailed links work for 60 days and save as they go. Either way it only asks about what applies.

← Onboarding

Onboarding

Onboard a new client

Everything for the job, in one place.

Sign in