Start from a template.Built for your trade.
Pick a ready checklist for your trade, adjust it once, and reuse it for every client.
Pick your trade. Make it yours.
You already know what you need from every client. Start from a checklist made for your kind of work, then add, remove, or reword items until it matches how you work.
- Made for your tradeTemplates for contractors, agencies, insurance agents, and property managers.
- Edit to fitAdd, remove, or reword items so the checklist matches how you work.
Try it: switch trades, reword an item, take one out, add one in.
Template
Kitchen remodel kickoff
8 items
Coming soon. Templates for accountants are on the way. This is a preview.
A blank checklist. Add the first thing you need from your client.
- Photo IDPhoto
- Kitchen photos, every wallPhoto
- Permit copyFile
- Appliance model numbersText answer
- Cabinet finish choiceChoice
- HOA approval letterFile
- Deposit receiptFile
- Floor plan sketchFile
More than files. Ask for what you need.
Each item asks your client for one thing: a photo, a document, a text answer, or a choice. Mix them in one checklist.
- Photo
Photos
Your client snaps it on the spot or picks one they already have.
Kitchen photos, every wall
- File
Files and documents
Documents they already have, picked from their phone or computer.
Prior declarations page
- Text answer
Text answers
For the things that are quicker to type than to photograph.
Appliance model numbers
- Choice
Choices
Give a few options and let your client pick one.
Cabinet finish choice
Signaturesare not part of checklists yet. They are coming soon.
Coming soonSame checklist. Next client.
Save the checklist the way you like it. For the next client, send the same one again by text or email. Each client gets one link to the whole checklist.
1template,3clients
Kitchen remodel kickoff
Requests sent
- Ana L. · Kitchen remodel kickoff8 items · link sent by text
- Chris D. · Kitchen remodel kickoff8 items · link sent by email
- Jamie R. · Kitchen remodel kickoff8 items · link sent by text
Questions, filled in.
What people ask about templates, answered the way a client fills in a checklist.
Item 1 · Text answer
Can I make my own checklist?
Yes. Start from a template or from scratch and save it for next time.
Item 2 · Text answer
What can a checklist include?
Photos, files, text answers, and choices. Signatures are coming soon.
Item 3 · Text answer
Are there templates for my industry?
Collevo launches with templates for contractors and agencies, with more on the way.
More of what Collevo does.
- No-login client linksClients tap a link. No account, no app, no password.
- AI upload checksEvery upload checked. While the client is still there.
- Automatic remindersReminders go out. So you do not have to.
- Files to your Drive or DropboxFiles land in your Drive. Named, sorted, and yours.
- Who-owes-what dashboardSee who owes what. Without opening a single email.
- How it worksHow to collect documents from clients with one link, start to finish.
Your trade, already started.
Each trade page shows the checklist it starts from and what clients send back.
Early access
Get early access to Collevo
Join the waitlist, or apply to be a design partner and use Collevo free in exchange for feedback.
Then a few quick questions
- What you do
- What you collect
- How much each month
Want to be a design partner? You can apply on the next step.
Ready. A checklist made for your trade.Edit it once. Reuse it for every client.