Made for your trade. Ready on day one.
Every business collects something different. Pick yours to see the checklist, the client side, and what Collevo checks.
Pick your trade. See what you would ask for.
- Contractors and remodelersEvery photo and permit before the first day on site.Kitchen remodel kickoff, 9 items:
- Photo ID
- Kitchen photos, every wall
- Signed estimate
- Permit copy
- and 5 more
- Marketing and web agenciesBrand assets and approvals without the 40-message thread.New client onboarding, 8 items:
- Logo files (SVG or PNG)
- Brand guidelines
- Product photography
- Homepage copy
- and 4 more
- Insurance agentsRenewal documents in before the quote is due.Policy renewal documents, 6 items:
- Driver's license
- Proof of address
- Prior declarations page
- Vehicle registration
- and 2 more
- Property managersApplications and move-in photos complete, the first time.Move-in checklist, 7 items:
- Photo ID
- Proof of income
- Renter's insurance
- Signed lease
- and 3 more
- AccountantsComing soonTax season documents without twelve separate emails.Tax season documents, 6 items:
- W-2 forms
- 1099 forms
- Prior year return
- Bank statements
- and 2 more
Different checklists. The same Collevo underneath.
One link per client. No login.
Your client confirms a one-time code and uploads from their phone browser. No account, no app, no password.
- JRJamie R.Kitchen remodel kickoff, from Oakline RemodelingCode, then upload
- PNPriya N.New client onboarding, from Brightside StudioCode, then upload
- MTMarcus T.Policy renewal documents, from Harbor Insurance GroupCode, then upload
- DKDana K.Move-in checklist, from Cedar & Main PropertiesCode, then upload
- SWSam W.Tax season documents, from Northgate Tax & AdvisoryComing soon
Every upload checked.
If something is off, your client sees what to fix while they are still there.
Contractors: Kitchen photos
This photo looks a little blurry. Could you retake it closer to the cabinets?
Agencies: Logo files
This logo is a small JPG. Do you have the original SVG or a larger PNG?
Insurance: Proof of address
Thanks! This looks like a pay stub. For proof of address we need a utility bill or lease from the last 90 days.
Property: Move-in photos
The kitchen is missing from your move-in photos. Could you add one before Friday?
Accountants: Bank statements
Page 2 of 3 is missing from this statement. Could you add it?
Reminders go out on their own.
By text and email, naming only what is still missing. They stop when it is all in.
Hi Jamie, just need the signed estimate when you get a minute. Same link as before.
Hi Priya, the homepage copy is the last thing we need to start design. Same link as before.
Hi Marcus, we just need your prior declarations page to finish your renewal. Same link as before.
Hi Dana, just your renter's insurance left before move-in. Same link as before.
Hi Sam, just your 1099s left and we can start your return. Same link as before.
Files land in your Drive or Dropbox.
Accepted files go to the storage you already use, in a folder for each client and request. Collevo keeps no copy.
- Oakline Remodeling / Jamie R. / Kitchen remodel kickoff
- Brightside Studio / Priya N. / New client onboarding
- Harbor Insurance Group / Marcus T. / Policy renewal documents
- Cedar & Main Properties / Dana K. / Move-in checklist
- Northgate Tax & Advisory / Sam W. / Tax season documents
Your trade. Your checklist.
Each trade starts from its own checklist, with the items your clients actually owe you.
- ContractorsKitchen remodel kickoff9 items
- AgenciesNew client onboarding8 items
- Insurance agentsPolicy renewal documents6 items
- Property managersMove-in checklist7 items
- AccountantsTax season documentsComing soon
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.
Any trade. A checklist made for your work.One link for every client.