This is a list of tools & services we've used to run our companies. The 🏅 emoji represents what we are currently using today.

<a href="https://ramp.com/partners/squared-away" target="_self">Ramp.com</a> 🏅

<a href="https://mercury.com/partner/squared-away" target="_self">Mercury.com</a> 🏅

<a href="https://www.e2ekc.com/" target="_self">e2Ekc.com</a> 🏅

<a href="https://earthclassmail.com/" target="_self">Earth Class Mail</a> 🏅

<a href="https://1Password.com" target="_self">1Password.com</a> 🏅

<a href="https://Lastpass.com" target="_self">Lastpass.com</a>

<a href="https://workspace.google.com/" target="_self">Google Workspace</a> 🏅

<a href="https://coda.io/" target="_self">Coda</a> 🏅

<a href="https://notion.so/" target="_self">Notion</a>

<a href="https://almanac.io/" target="_self">Almanac</a>

<a href="https://www.rippling.com/" target="_self">Ripping</a> 🏅

<a href="https://gusto.com/" target="_self">Gusto</a> 🏅

<a href="https://justworks.com/" target="_self">Justworks</a>

<a href="https://guideline.com/" target="_self">Guideline</a> 🏅

<a href="https://www.loom.com/" target="_self">Loom</a> 🏅

<a href="https://cleanshot.com/" target="_self">CleanshotX</a> 🏅

<a href="https://stripe.com/" target="_self">Stripe</a> 🏅

<a href="https://trello.com/" target="_self">Trello</a>

<a href="https://asana.com/" target="_self">Asana</a>

<a href="https://github.com/features/issues" target="_self">Github Issues</a> 🏅

<a href="https://www.gosquaredaway.com/" target="_self">Squared Away</a> 🏅

<a href="https://www.zirtual.com/" target="_self">Zirtual</a>

<a href="https://boldly.com/" target="_self">Boldly</a>

<a href="https://belaysolutions.com/" target="_self">Belay</a>

<a href="https://slack.com/" target="_self">Slack</a> 🏅

<a href="https://discord.com/" target="_self">Discord</a>&nbsp;

<a href="https://tandem.chat/" target="_self">Tandem</a>

<a href="https://www.reboot.io/" target="_self">Reboot</a> 🏅

<a href="https://www.pave.com/" target="_self">Pave</a> 🏅

<a href="https://www.angellist.com/ruv" target="_self">Angellist RUV</a>

<a href="https://ghost.org/" target="_self">Ghost</a> 🏅

<a href="https://medium.com/" target="_self">Medium</a>

<a href="https://substack.com/" target="_self">Substack</a>&nbsp;

<a href="https://convertkit.com/" target="_self">ConvertKit</a>

<a href="https://stripe.com/atlas" target="_self">Stripe Atlas</a> 🏅

<a href="https://legalzoom.com/" target="_self">LegalZoom</a>

🏅 Shane Mac's List: The Best Startup Tools & Services 🏅

Here are the most common actions to help you navigate your way around.

Copy items from another listing "Side by Side" copy. (remix)

Schedule a checklist to Run

Press the + button in the upper right&nbsp;

Embed a checklist inside another checklist

Desktop: To enter edit mode, click the Edit button. (See attached photo for mobile icon).

Mobile: To enter edit mode, click the Edit icon at the top of the list card. (See image attached)

This feature lets you embed a checklist inside any of your other checklists

Works at top level only (not in indented sub-lists). Will be expanded later.

[[Title]] is Case Sensitive

Add [[Checklist Title]] inside double brackets

Go to the Runs Tab and Click "New Run"

Schedule individual checklist items

To "Run" a checklist is like making a paper photocopy. You are making a static instance of a list that you can check the boxes, share to someone else to complete, and retain a copy of that specific list.

You can make as many Runs of a list as you like.

You can rename the name of each Run - overwriting the Checklist name

You can edit the description to customize it for each Run

Example: You have an Airbnb, and each time a guest departs, you want to give a link to a cleaning crew to complete and check items as they are completed. You can make a Run for each time you need the list to be completed.

Often, you may want to set a list to Run on a specific date and time, or have it Run every week or every 18 days. ChainList allows you to schedule as many Runs as you like - each with their own schedule.

When a Scheduled Run occurs, you (and every subscriber to that list) will get an email notifying them that there is a List that is due to be completed.

Sometime you may want to grab useful parts of yours or someone else's list. This feature lets you copy entire sub-lists and items from any of your lists, lists you subscribe to, lists you have branched from others, and Community shared lists.

In Edit mode, you will see this at the bottom of your list "Copy List Items"

Due to the screen size required, this feature is only available on desktop browsers.

Go to the Runs Tab and Click "New Scheduled Run"

Add <a href="https://chainlist.com/checklists/LiHJkdKWnu" target="_self">hyperlinks</a>, bold, italic, underlined, <del>strikeout</del> text

In Edit mode, select any text and a formatting menu will appear

You can change the order and move list items up, down, indent, or de-dent into and out of sub-lists.

You can access these from the bottom of every screen in Edit mode (Desktop mode only)

Shift+Enter = Insert item above current item

Mobile/Touch/Trackpad method

In Edit mode press and hold the double-line icon to the left and drag &amp; drop the item up/down, or to sub-list or top-list level.

You can also use Trackpad to drag this icon to move the item where you want it to "drop"

When you edit the embedded checklist source, those changes will be reflected in every instance of the embed

Subscribe to a Checklist

How to Subscribe to a List: Click 🔍 or Choose <a href="https://www.chainlist.com/community" target="_self">Explore</a> to find a checklist that looks interesting.

What this means: You can subscribe to any checklist that others make, or make on for others to subscribe to. This means you will see the list in your “My Checklists” feed, and when that list is updated by the author, you will see their changes.

Notifications: A subscription also means you will receive all scheduled email notifications for that list. This means the list acts like an "external memory" and only notifies you when it's some for something to be done.

Click ”Subscribe" on any list.

You will be presented with any scheduled notifications for that list.

You can make your own schedules for this list.

What this means: Sometimes you want to start with someone else’s list - and then customize it for yourself. This is called a Copy.

How to Copy a List: Click 🔍 or Choose <a href="https://www.chainlist.com/community" target="_self">Explore</a> to find a checklist that looks interesting. Click the Copy button

You will be presented with any scheduled notifications for that list. You can use or discard the schedule that comes with the list.

List Activity - You can always see a feed of the activity of any of your lists, including when they have been edited, when Runs have occurred, etc. To access this, you click the Activity Tab at the top of the List Card.

Item Info: If you copy a list item from another list, you can see that information here on the right side of any list item indicated by the 3-dot menu. Click (i) info to see and link back to the source list you copied from. ⇨

You might want to make sure your keyboard is set to "US International PC keyboard"

The QR code will display differently depending on who scans it (or accesses the QR url)

If the list author creates it, they will see that run, and the schedule and previous runs

If any public or anonymous user scans the QR code, they will only see that single run and nothing else.

You can test this by opening a private (incognito) tab in your browser - and scanning a QR code to try it.

At any time you wish to modify a list to suit your needs, you can convert a Subscription to a Copy.

Any list you share (via Unlisted URL or via the Community, then anyone else can Subscribe or make copies of your list. This is where people can "chain" together parts of many lists.

This starts a kind of "Social Knowledge Management" where people can share info and useful information across any kind of use case. You can see changes to source lists or lists that have been copied from yours - and pull in changes back into your version.

Runs act like permanent copies of an actual run of your list - which gives an audit trail for each time you (or someone you send it to) complete it.

You can make a manual Run of any list by clicking on any checkboxes. If you are logged in, it will save that Run on the Runs tab.

<a href="https://discord.gg/knVkTucet2" target="_self">Join our Discord</a> - for community support and updates

ChainList basics

Here's a quick primer on ChainList - and how it can help you get things done.

A quick primer on bonsai - and how it can help you get things done

Checklists are more than ToDo Lists: A todo list is something you do once, bonsai is for stuff you'll re-use, expand on, or assign to or share with others.

Mobile &amp; Desktop: You can make lists on mobile or desktop right inside the browser

Copy/Extend lists: You can copy or extend lists and make them your own or have multiple copies

Subscriptions: You can Subscribe - save others' lists - and have them handy, including updates

Attachments: You can attach files or GIFs to any list Click the paperclip here to view or attach items

Re-use a list: <a href="https://app.trybonsai.com/checklists/uWCosB3ZS/runs/Ybfc9omkB" target="_self">you can make "Runs" of a list</a> each time you use them

Share a List: You can share a <a href="https://app.trybonsai.com/checklists/uWCosB3ZS" target="_self">link</a> to this list

Editing is straightforward: You can indent items too

You can have bold, italic, and <del>strikethrough</del> formatting

Hyperlinks: You can add a <a href="https://google.com/" target="_self">hyperlink</a> to any <a href="https://youtube.com/" target="_self">piece</a> of text, and hovering shows you the link, not a click-tracking URL

Embed a List: The item below is actually another list - embedded here.

QR Codes: Make a QR code to attach a checklist to a physical object. Click QR code at bottom of any checklist 👇

<a href="https://www.amazon.com/gp/product/B08GK6SPLS" target="_self">NFC Tags</a>: a simple phone tap can bring up any checklist or process run

Getting Started (Jessamyn Edit)

Here's a quick primer on bonsai - and how it can help you get things done

Checklist &gt; To Do List: A task list is something you do once, bonsai is for stuff you'll re-use, or assign to others.

Mobile &amp; Desktop: You can make lists on mobile or desktop right in your browser

Copy/Branch lists: You can branch/copy lists allowing you to have multiple versions

Subscriptions: You can Subscribe - which is to "save" others' lists. - and use those when you need them

Attachments: You can attach images or GIFs to any list Click the paperclip here to see or attach items - &gt;

You can Re-use a list over and over: <a href="https://app.trybonsai.com/checklists/uWCosB3ZS/runs/Ybfc9omkB" target="_self">you can make "Runs" of a list</a> each time you use them

Editing is easy: You can indent items too

You can indent up to 4 levels deep to help organize your items

Hyperlinks: You can add a <a href="https://google.com/" target="_self">hyperlink</a> to any <a href="https://youtube.com/" target="_self">piece</a> of text - which helps when linking to other sources for an item

Embed a List inside any other list. The item below is actually another list - embedded here.

QR Codes - Make a QR code to attach a checklist to a physical object. Click QR code at bottom of any checklist 👇

<a href="https://www.amazon.com/gp/product/B08GK6SPLS" target="_self">NFC Tags</a> - allow a simple phone tap to bring up any checklist or process run

Getting Started

Checklist &gt; To Do List: A task list is something you do once, ChainList is for stuff you'll re-use, or assign to others.

Side-by-Side Copy between lists - in edit mode click “Copy List Items” to Pull any list items from any list into yours. (Desktop only)

You can Re-use a list over and over: <a href="https://app.chainlist.com/checklists/uWCosB3ZS/runs/Ybfc9omkB" target="_self">you can make "Runs" of a list</a> each time you use them

Share a List: You can share a <a href="https://app.chainlist.com/checklists/uWCosB3ZS" target="_self">link</a> to this list

Embed a List inside any other list. The item below is actually another list - embedded here. Just enclose the title of any checklist using [[double bracket]] (case sensitive)

QR Codes - Make a QR code to attach a checklist to a physical object. Click QR code at bottom of any checklist 👇And they're "stateful" - meaning that they act differently depending on who scans them

<a href="https://www.amazon.com/dp/B08DY5FSWL/ref=cm_sw_r_cp_api_i_S166T8FAXEWVXW75D30D" target="_self">NFC Tags</a> - allow a simple phone tap to bring up any checklist or process run

Schedule it: Each item in a checklist can be scheduled to "Run" on any repeating date &amp; time

What are we building next? Here's our [[ChainList Roadmap]]

<a href="https://app.chainlist.com/checklists/9oZORZfL6U" target="_self">[[This is an Embedded Checklist]]</a>

Feedback? Click “Send Feedback” at the bottom of any screen and it posts directly into our engineering Slack

Get started making or editing your first checklist with [[ChainList basics]]

This list is updated frequently from local, state, and federal sources.

Map marked with at least hotel and venue

<a href="https://www.nytimes.com/wirecutter/search/?s=Charging+cables" target="_self">Charging cables for your cellphone</a> and a <a href="https://www.nytimes.com/wirecutter/reviews/best-usb-battery-packs/" target="_self">portable cellphone battery pack</a>

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#health-and-hygiene" target="_self">First-aid kit</a>

Documents: A copy of your ID and other important documents (birth certificates, passports, etc.) <a href="https://support.apple.com/en-us/HT210336" target="_self">How-to for iPhone</a>.

Medication, supplies enough for N+2 days

Podcasts - Fish, Before Your Time

When I travel again...

Map marked with at least two evacuation routes

Eyeglasses or contact lenses

Medications list: include all prescriptions and other important medical information

Baby supplies, if applicable

Pet emergency bag list

Water: <a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#water" target="_self">one gallon a person, per day (three-day supply for evacuation</a>, two-week supply for home)

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#food" target="_self">Food: nonperishable, easy-to-prepare items </a>(three-day supply for evacuation, two-week supply for home)

Remember: You may have to walk to safety, so pack your emergency supplies in <a href="https://www.nytimes.com/wirecutter/reviews/best-gear-for-your-bug-out-bag/" target="_self">something that’s durable and easy to carry, such as a backpack or duffle bag</a>. For heavier items, such as food and water, using a tub or chest on wheels may make it easier to transport — but make sure it's still light enough to lift.

Vaccination and medical records, proof of ownership, a current photo, contact information for the pet's veterinarian

Family photos and other irreplaceable items

Personal computer information on hard drives and disks

<a href="https://www.redcross.org/store/survive-outdoors-longer-sol-emergency-blanket/0140-1222.html?utm_source=RCO&utm_medium=Referral&utm_term=1_emergency_blanket&utm_campaign=Anatomy_of_a_First_Aid_Kit" target="_self">Emergency blanket</a>, extra blankets or sleeping bags

Where should I keep my go bag and other essentials?According to Cal Fire PIO Heather Williams, keeping your bag by your front door or in your car is best. Anywhere you can easily grab it and go.

A change of clothes. Cotton clothes are safest to wear - burns less than synthetic fabrics.

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#light-and-heat" target="_self">Flashlight</a>

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#communication-and-power" target="_self">A portable radio and batteries</a>

<a href="https://www.nytimes.com/wirecutter/reviews/emergency-preparedness/#communication-and-power" target="_self">Extra chargers for cellphones, laptops, etc.</a>

Video record of home contents (include closets, drawers, &amp; garage)

Medication, supplies and home-use medical devices

Documents: A copy of your ID and other important documents (birth certificates, passports, etc.) <a href="https://support.apple.com/en-us/HT210336" target="_self">How-to for iPhone</a>. How-to for <a href="https://support.google.com/drive/answer/3145835?co=GENIE.Platform%3DAndroid&oco=1" target="_self">Android</a>

<a href="https://www.nytimes.com/wirecutter/reviews/best-can-opener/" target="_self">Can opener</a>

Remove all batteries when not in use. Batteries may leak after long periods.

Items to take if time and space allow

Go Bag List

What to do to plan a holiday, vacation, or travel

create budget reference document to hold all information

info to calendar, TripIt, Kayak, and reference document

suspend mail <a href="https://store.usps.com/holdmail/" target="_self">https://store.usps.com/holdmail/</a>

confirm cell phones works at destination, if not plan on expanding current carrier or get a local SIM

download movies/books for plane to devices

Travel Plan

A list of all things that should be done for a single-family home. Includes scheduled reminders for all of them.

<a href="https://www.bhg.com/home-improvement/green-living/eco-friendly/how-to-improve-your-indoor-air-quality/" target="_self">Clean the furnace filter</a>

<a href="https://www.bhg.com/homekeeping/house-cleaning/tips/how-to-clean-bathroom-fixtures/" target="_self">Clean faucets and aerators</a>

Inspect tub and sink drains for debris; <a href="https://www.wikihow.com/Unclog-a-Bathtub-Drain" target="_self">unclog</a> if necessary

<a href="https://www.dummies.com/home-garden/home-security/how-to-test-smoke-alarms-in-your-home/" target="_self">Test smoke alarms</a>

<a href="https://brinkshome.com/smartcenter/how-to-test-your-smoke-and-carbon-monoxide-detectors" target="_self">Test carbon monoxide detectors</a>

<a href="https://support.firstalert.com/s/article/Testing-Fire-Extinguishers" target="_self">Test fire extinguishers</a>

<a href="https://www.thespruce.com/test-ground-fault-interrupter-outlets-1152422" target="_self">Test all ground-fault circuit interrupters</a>

<a href="https://www.ofd.com/pdf/training/Inspecting%20Electrical%20Equipment.pdf" target="_self">Inspect electrical cords for wear</a>

Annual <a href="https://vm.tiktok.com/ZMerQKnnS/" target="_self">spray silicon spray on springs </a>

Check gaps in garages door. Check runner seal on bottom

Check fluid leaks on floor underneath car

<a href="https://www.tiktok.com/@twinhomeexperts/video/6999608574259334405?is_copy_url=1&is_from_webapp=v1&q=dishwasher%20drain%20hose&t=1641325565589" target="_self">Check drain hose location</a>

<a href="https://www.youtube.com/watch?v=Rq8jDIak5Uk" target="_self">Unclog your air gap</a>

Confirm 25 psi pressure regulator present&nbsp;

<a href="https://youtu.be/hs5N7HyDUWo" target="_self">Drain water heater</a> annual

Connect hose to drain outlet on water heater

Open nearest hot water faucet (hot water only) to prevent vacuum

Flush tank by opening water supply valve for 60 seconds each. Do this 2-4x

<a href="https://www.youtube.com/watch?v=Fs-qMF7tkY4" target="_self">Inspect Sewer line every 2-3 years</a>

Tub Clean cycle monthly (use 1/2 cup CLR in detergent tray)

<a href="https://www.lg.com/us/support/video-tutorials/lg-front-load-washer-cleaning-the-drain-pump-filter-CT10000012-20150206838321" target="_self">Check Drain Pump</a> (monthly)

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