A tab on the account showing days live, checklist progress, and whether the first estimate has happened. Auto steps are derived from the account itself — owner signed in, texting approved, numbers live, team invited, first estimate sent — and cannot be hand-ticked. Manual steps carry who did it and when, plus an optional owner and due date. Steps that do not apply are hidden until asked for.
Also called: getting set up · onboarding steps · am I live yet · setup progress · kickoff checklist · go live checklist · are they up and running
- 1Auto steps read the account's real facts and render an 'auto' tag; the checkbox is disabled.
- 2Manual steps tick instantly on click — painted first, sent behind — and record who and when.
- 3Each open step can be given an owner from the agency roster and a due date; overdue steps turn red.
- 4A summary strip shows live-for, progress and first estimate, flagging 'stuck — 7d+ live, none yet'.
- 5A migration banner appears only for accounts that actually arrived on a legacy CRM, with the plan spelled out.
It moved from the sales card to the account on purpose: 'the checklist that used to live on the pipeline card, on the tenant where everyone will keep looking'. Auto-derivation is the point — 'Auto steps tick from real events… the rest tick by hand with who/when' — so nobody can mark texting live when it is not.
- Onboarding lived on a sales card that nobody opened after the deal closed.
- Hand-ticked checklists drift from reality — a step could be marked done while the thing was not working.
- No one owned an unfinished step, so it stayed unfinished.
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
or keep browsing features →