For MSPs & internal IT
Every device setup shouldn’t be a unique adventure.
Capture employee device provisioning, offboarding, client onboarding, and site visits so technicians follow the same proven sequence — and managers see what finished.
New Employee Device Setup
-
Image laptop & join directory
-
Install core apps & VPN
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Enroll MFA & verify email Notes
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Hand off credentials & confirm login
Knowledge still sits with senior techs.
Provisioning steps live in someone’s head or a outdated wiki. New techs miss a security setting. Client onboarding restarts from email every time.
- Device setup sequences differ by technician.
- Offboarding leaves accounts and hardware unclear.
- Client kickoffs miss intake details.
- On-site visits lack a consistent wrap-up.
- Managers can’t see incomplete setups until users complain.
Turn tribal IT knowledge into runnable processes.
Build checklists for provisioning, offboarding, and client work. Start them when the ticket or project begins. Share guest links for clients who need to complete intake.
The same checklist for every setup and visit.
Techs start a process, complete the steps, and submit notes where needed. Clients and end users can finish questionnaires from a guest link.
- New employee devices follow one provisioning list.
- Offboarding closes accounts and recovers assets.
- Client onboarding captures intake consistently.
- Site visits end with a clear wrap-up checklist.
- Completion is visible to service leads.
IT technician setting up a new employee laptop
See it the way your team will use it
Tasks, notes, and progress — the same process your team will run.
New Employee Device Setup
-
Image laptop & join directory
-
Install core apps & VPN
-
Enroll MFA & verify email Notes
-
Hand off credentials & confirm login
Processes
Work it services teams run again and again
New employee device setup
Imaging, accounts, MFA, and handoff to the user.
Employee offboarding
Access revocation, device recovery, and license cleanup.
Client onboarding
Discovery, access, and kickoff milestones for new MSP clients.
On-site visit wrap-up
Work complete, documentation, and customer sign-off steps.
Network closet change
Pre-change checks and post-change verification.
Security incident first response
Immediate operational steps before deeper investigation tools take over.
Guest completion
Your process shouldn’t require a software rollout.
Share a link with the person who needs to complete the work. On Pro plans, they can run and submit it — substitutes, contractors, volunteers, and vendors included.
Shared process link
/g/it-services-process
Opened → completed → visible to the owner
Templates
Don’t start from scratch
Only linking to templates and categories that exist in the public library.
Across roles in it services
Service managers
See which setups and visits are still open.
Technicians
Follow the same provisioning and visit sequences every time.
Client success
Run onboarding checklists without reinventing intake.
End clients
Complete questionnaires via guest link when needed.
Simple to start
Start with a checklist.
Build an operating system over time.
Start free with a checklist or a template. Upgrade when a school, care team, or crew needs guest links, unlimited checklists, or shared assignment.
Free
Enough to capture processes and build the habit.
- Up to 2 checklists
- Personal checklists to get organized
- No credit card to begin
Pro
For recurring processes and guest completion links.
- Unlimited checklists
- Guest process links
- Personalization, embeds, and PDF export
- Reminders
Put the way it services works into Checkli.
Create the process once. Share it with the people responsible. Know when it gets done.