Jul 7
Onboarding Checklist
I would love a feature where we can have a customized checklist of client onboarding tasks - such as sending over service policies, collecting deposit, etc that we can check off as completed items as a new client is scheduling with our company. Something that could be automatically attached to each contact.
Pending
Hey Reagan! Jim here the lead designer at ZenMaid - could you please share more info of what your client onboarding tasks checklist would look like in terms of content? If you can list down the tasks you would add if this feature would exist it would be very useful so that I can understand deeper what you're looking to achieve here. Also would this checklist be shareable with your customers or is this only for internal purposes so that you can track their onboarding status as a team? Just to be clear we're not working on this at the moment and I can't make any promises but knowing more about your use case and the problem you want to solve wull help us a lot to build the right features in the coming future and follow the right direction :-) Thanks a lot in advance!