IT services and MSPs
More margin from every technician
Tickets triaged and routed, QBRs that prepare themselves, documentation kept current, and the PSA and RMM in agreement.
Built forQopia FinancialJSI Systems
- PSA and RMM data never quite agreeBy hand
- Every ticket waits for someone to triage itBy hand
- Documentation goes stale, so techs ask aroundBy hand
- Scripts and PSA rules nobody owns anymoreBy hand
Sound familiar?
Where the time goes at MSPs and IT firms
- Data entry
PSA and RMM data never quite agree
See howTodayOne device, 3 tools and 3 different answers.
With usOne system becomes the record everyone trusts and feeds the rest, with alerts when they drift.
- Daily reports
Every ticket waits for someone to triage it
See howTodaySomeone reads it, finds the client and priority, then routes it.
With usReports rebuilt and queues cleared before anyone arrives, with a record of every run to check.
- Team knowledge base
Documentation goes stale, so techs ask around
See howTodayThe runbook says one thing, the senior tech another.
With usAn assistant that knows your firm’s documents, works inside your team’s tools, and shows its source.
- Broken automations
Scripts and PSA rules nobody owns anymore
See howTodayThey work until they don’t, and the author has left.
With usKeep what works, rebuild what broke, and get alerts before it fails quietly again.
Proof
Already running at another firm
A managed IT provider ran client hardware from a spreadsheet nobody trusted. Every device is now a checked record, and a single report shows what’s aging out, due or under warranty across every client.
Your options
MSP automation: 3 ways to do it
Option 1
Buy software
Best whenYour PSA or RMM has the automation and only needs configuring.
Option 2
Build it in-house
Best whenA technician can script it and has time to maintain it.
Where we fit
Bring in a partner
Best whenNobody can own it, or it spans the PSA, RMM, documentation and billing.
Systems worth looking at first
ConnectWise, Datto Autotask, HaloPSA and NinjaOne run tickets and devices, and IT Glue or Hudu hold documentation. Most have automation built in.
What each one costs, and who keeps it running
- Buy software
- CostA subscription for each seat, and the time to set it up.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and again each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
IT services and MSPs
What to settle before you start
Access. You hold the keys to your clients’ systems, so anything automated has to be tightly scoped and logged.
- Ticket queueChecked first
- Asset listFeeds it
- MonitoringFeeds it
- EmailFeeds it
Questions from MSPs and IT firms
Can we offer this to our own clients?
Yes. Through our partner program you can refer, co-deliver or white label it, and the client stays yours.
Why not build it ourselves?
You may be able to. The question is who maintains it a year from now.
Will it work with our PSA?
The major platforms share their records, so usually yes.
How is client access protected?
It gets the narrowest access the work needs, and every action is logged.
Do you only work with IT firms?
No. The same work shows up in every industry.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
A working session on how your firm actually runs. You leave knowing the first process worth fixing.