IT services
Tech hiring coordinator
Logs applicants for your help desk and field tech roles and books interviews with the ones you pick.
Common
For IT services firms and MSPs
Onsite visit scheduler
Books the onsite visits your tickets need: finds a tech's open time, offers it to the client, schedules it.
- ConnectWise
- Outlook
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen a ticket needs an onsite visit
- 1Read the ticket and the client's site and hoursConnectWise
- 2Find open time on the right tech's scheduleConnectWise
- 3Draft an email offering the client 2 or 3 timesOutlook
- 4Ask you first before offering times to the clientHe asks you first
- 5Send it from your Outlook and read their pickOutlook
- 6Put the visit on the tech's ConnectWise scheduleConnectWise
- 7Text you the week's onsite visits
- What you getEvery onsite visit booked at a time that suits the client, and on the right tech's schedule.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for IT services firms and MSPs
IT services
Monthly client reporter
Builds each client's monthly IT report from Autotask and Microsoft 365, and drafts the email for your OK.
IT services
User onboarding coordinator
Runs your onboarding and offboarding checklists in Microsoft 365, and changes nothing before your yes.
IT services
RMM alert summarizer
Turns the pile of RMM alerts into one short Slack note by client, and drafts outage notices for your OK.