Your senior technicians have built great processes. The problem is getting every technician to follow them, every time, across every client environment — without constant supervision.
CheckFlow turns your MSP runbooks and SOPs into structured, trackable checklists that any technician can run without asking questions. Client onboarding, offboarding, device setup, security audits, patch verification, monthly maintenance — built once, repeatable forever, visible in real time.
“Helps us make sure nothing is forgotten when onboarding new staff”
- IT Manager, CheckFlow customer
SOPs are only useful if people actually follow them. Most don’t — because documents are passive and checklists are active.
You spent hours writing the perfect onboarding SOP. It lives in a shared drive or documentation platform. Your techs know it exists. They don’t look at it. Experienced techs work from memory; junior techs ask questions. The SOP may as well not exist.
When a senior technician runs client onboarding, nothing gets missed. When a junior tech runs it, three things do. Without a structured, enforced checklist, quality depends entirely on who happens to be assigned the job.
You have 20 clients. Three have active onboardings in progress. Two have leavers being offboarded. Where are they all up to right now? Without a centralised dashboard, the answer is “ask the tech” — which means pulling them off the job to find out.
Monthly maintenance, patch verification, security reviews — they happen on a schedule, but the way they’re executed varies by technician. Without a running checklist, there’s no consistent standard and no record that every step was completed.
A client asks for evidence that their monthly security review was completed. Or an internal audit needs to confirm that a leaver’s access was fully revoked. Without a structured audit trail, the answer involves digging through emails and hoping someone documented what they did.
When your best technician leaves or goes on holiday, the quality of your service drops — because the process lived with them, not in a system. Scaling an MSP requires processes that any technician can pick up and execute without institutional knowledge.
CheckFlow bridges the gap between a process that exists on paper and one that actually gets followed in practice.
Use CheckFlow’s drag-and-drop designer to build your MSP processes as templates — client onboarding, offboarding, device provisioning, security audits, monthly checks. Define tasks, assign them to roles or named technicians, set due date rules, and add conditional logic for different client types or service tiers.
When a process needs to happen, start a checklist from your template in seconds. Select the client name, the technician, and the relevant date — CheckFlow assigns every task automatically and notifies the right people immediately. No briefing required. No risk of steps being skipped or done in the wrong order.
CheckFlow’s grid-based dashboard shows you the live status of every active checklist across all your clients simultaneously. See what’s in progress, what’s overdue, and what’s been completed — without interrupting your technicians to ask. Every completed checklist is archived with a full audit log.
Build your client onboarding process once and run it for every new client — with the client name, service tier, and assigned technician filled in at the point of launch. Use conditional logic to show different tasks for different client types or contract levels. One template handles all variations without maintaining separate versions.
Learn MoreCheckFlow checklists are self-contained — every step is described clearly enough that any technician can follow them without asking questions. Senior techs build the runbook once; junior techs execute it consistently. Quality stops depending on who happens to be assigned.
Learn MoreCheckFlow’s grid-based dashboard is particularly well suited to MSPs managing processes across multiple clients simultaneously. See the status of every active checklist — across every client — in a single view. Filter by client, template type, or status. No clicking into each one to find out where it stands.
Learn MoreUse CheckFlow’s secure sharing feature to give clients a real-time view of their own onboarding or project progress — without giving them access to your internal platform. Add your branding and subdomain for a white-label experience. A clean, professional touch that improves the client relationship.
Learn MoreMonthly maintenance reviews, quarterly security audits, annual compliance checks such as Cyber Essentials renewal — set them up once in CheckFlow and they run automatically on schedule. The right technician is assigned and notified each time, with the same structured checklist, without anyone having to remember to kick it off.
Learn MoreEvery completed checklist is stored with a timestamped log of who completed each task and when. When a client asks for evidence of completed work, or an internal review needs to confirm a process was followed, the record is already there — structured, searchable, and exportable.
Learn MoreAny recurring process your team runs for clients can be turned into a CheckFlow template. Here are the most common ones.
Start from a free template in our managed services template library: client onboarding, the monthly service report, QBRs, the annual client risk assessment and cyber insurance readiness.
Don’t see your process? CheckFlow’s template designer handles any recurring process your MSP runs. Start with a free trial and build your first template in under an hour.
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Your PSA and RMM handle ticketing, monitoring, and remote management — the technical side of your MSP operation. CheckFlow handles the human process side: the structured checklists your technicians follow when onboarding a client, offboarding a user, provisioning a device, or running a monthly security review. Most MSPs find that their PSA and RMM don’t have a good way to manage and track these multi-step human processes — especially ones that span multiple people or departments. CheckFlow fills that gap, and integrates with your existing stack via Zapier or the REST API.
Yes. CheckFlow’s secure sharing feature lets you share a checklist directly with a client — so they can see progress, complete their own tasks (signing documents, submitting information, granting access), and confirm completion. No account or login required on their end. You can add your own branding and subdomain for a white-label experience, giving clients a polished view of their onboarding or project status without exposing your internal tools.
Yes — that’s one of the core use cases. CheckFlow checklists are self-contained: every task includes whatever description, guidance, or reference links your senior techs choose to include. Junior technicians follow the checklist step by step without needing to ask questions or refer to a separate SOP document. Enforced task order means they can’t skip ahead or miss a step. The result is consistent service quality regardless of who runs the process.
Yes. CheckFlow’s recurring checklists feature lets you schedule any template to run automatically — daily, weekly, monthly, quarterly, or on a custom schedule. The assigned technician is notified automatically each time. Monthly maintenance reviews, quarterly security audits, and annual compliance checks all run on schedule without anyone having to remember to start them.
Each checklist run is associated with a specific client (using CheckFlow’s parameters feature, you enter the client name at launch). Your dashboard then shows all active checklists across all clients simultaneously — filterable by client, template type, or status. This grid-based view is particularly well suited to MSPs managing multiple concurrent processes across a portfolio of clients.
Yes — via Zapier and the REST API. Common integrations include triggering a CheckFlow onboarding checklist automatically when a new client is added to your PSA, or starting an offboarding checklist when a user leaver is logged in your system. The REST API allows custom integrations with any tool in your stack. Full Zapier and API documentation is available at docs.checkflow.io.
CheckFlow’s Business plan is $10 per user per month (or $9 on annual billing). All features — conditional logic, recurring checklists, dynamic due dates, auto-assignments, custom notifications, white-label sharing, Zapier integration, and the REST API — are included. There is no minimum seat count and no per-client charge. Free trial, no credit card required. See the full pricing page at checkflow.io/pricing.
Much of MSP delivery repeats on a schedule — see recurring checklist software.