Client Checklists
A clear, shared to-do list per client. Nothing slips through.
Every job has a list. Take key, send certificate, agree colours, sign off final invoice. CMA gives you a checklist on every client record, shared with the client through their portal so they can tick items off too. No more "did you ever send me that?" emails. When an item is ticked, both sides get notified and the audit trail builds itself.
A bespoke checklist for each job, not one generic template that does not fit.
You tick, the client ticks. Both sides see progress in real time.
Create a reusable checklist for new client kick-off, sign-off, or compliance steps.
Cosa ottieni con Client Checklists
A bespoke checklist for each job, not one generic template that does not fit.
You tick, the client ticks. Both sides see progress in real time.
Create a reusable checklist for new client kick-off, sign-off, or compliance steps.
When a client ticks an item off, you get an email. No need to chase.
Clients see only what you choose to share. They tick items off from any device.
Clients see a clear, organised process. You look more like a 10-person business.
Can I send a client a checklist?
Type out the items on the client record. Reorder, edit, or add as the job evolves.
The client sees the same checklist when they log in.
Either side can tick. Both sides get notified.
When the last item is ticked, the record is complete and audit-trail ready.
Esplora altre funzioni CMA
Every client detail in one place - not scattered across your phone.
Build professional, itemised quotes in minutes - not hours.
Send invoices. Get paid. Stop chasing.
Block your diary. Let clients book. Never double-book again.
Show your best work. Win bigger jobs.
Give your clients a professional, branded self-service experience.
Share files with clients. Keep everything organised.
Keep every client conversation in one tidy thread.
Email all your clients at once. Or just the ones you choose.
Push invoices to Xero automatically. Make your accountant happy.
Earn £10 every month for every business you refer.
Pronto a provare Client Checklists?
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