PD Onboard for WHMCS and Blesta

The order completes, and then nothing happens.

Not because anything is broken, but because you are waiting on the customer: nameservers, a logo, the content, a login, a decision. So you email them. Then you email them again. Meanwhile the project sits, and nobody can see which customers are stuck or on what.

PD Onboard turns that into a checklist the customer actually works through.

How it works

You build a checklist once — the things you always have to ask a new customer for.

The module starts it by itself the moment an order goes active, gives each customer one page with every step on it, keeps what they send against the step it answers, and (on Pro) chases the ones who stall and verifies answers against real DNS or the live website before accepting them.

You stop writing the same "just chasing this" email, and you can see at a glance which customer is stuck.

One checklist, reused forever

Write down what you need — once. Attach it to a product, a whole product group, or set it as the fallback for everything else. From then on, every new order starts it automatically, and the customer sees a Getting started panel on their dashboard with their progress.

Steps that fit real life

• Information to read — "here is what happens next".
• A question to answer — short text, long text, a choice, a date, an email address or a URL.
• A file to upload (Pro) — logo, brand pack, backup, signed document.
• A login to hand over (Pro) — captured straight into your encrypted password vault.
• Something to confirm — optionally verified against real DNS.
• A task for your team — internal only.

Order them, mark each required or optional, and duplicate a whole checklist in one click.

Confirmations that are actually checked

A "point your nameservers at us" step can check DNS before it accepts the answer. If the domain points somewhere else, the customer is told exactly where. If the check cannot run — DNS not propagated, network unavailable — the step is accepted and the customer is told we took their word for it. A check that cannot run must never block a customer.

Logins that never sit in an inbox

A credential step writes into PD Password Manager's encrypted vault. The onboarding record shows only "Stored securely".

A view that tells you who is stuck

Every onboarding, its progress, and how long since the customer last did anything. Mark a step done when they email you the answer instead. Reopen one that needs redoing. Download what they sent. Send a reminder, cancel, reopen or delete — and deleting takes the uploaded files with it.

Nudges you don't have to write

A customer who stops part-way gets a polite reminder listing exactly what is outstanding. If they still go quiet, your team gets one alert so a human can pick up the phone.

Free, with a Pro tier

Unlimited checklists, information, questions, confirmations, staff steps, the customer page, the dashboard panel and the full staff view are free. Pro adds file uploads, credential capture, live checks, automatic reminders, stalled alerts and the completion email — an upgrade on the same licence, applied in place.