Services & Checklists
Standardise how every job gets delivered.
One reusable template per service. Every team member follows the same proven process, every time.
No credit card required.
Service checklist
ITR Filing · checklist
Documents received
Drafted
Sent to client
Client approved
Filed on ITD portal
2 of 5 done · auto-applied from service template
Templates
Reusable per service
Mandatory
Lock the must-do steps
Per-team
Or per-branch overrides
Auto-apply
On every new request
Service templates
Build it once. Run it forever.
A service template holds name, description, category, recurrence type, the checklist of mandatory tasks, an optional billing schedule, and the ITR-tracker flag. Every request against a service inherits the checklist.
- Mandatory tasks block close until ticked.
- Optional tasks the team can skip when relevant.
- Edit the template and choose whether to backfill open requests.
Service checklist
ITR Filing · checklist
Documents received
Drafted
Sent to client
Client approved
Filed on ITD portal
2 of 5 done · auto-applied from service template