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.
Epic
For IT services firms and MSPs
User onboarding coordinator
Runs your onboarding and offboarding checklists in Microsoft 365, and changes nothing before your yes.
- ConnectWise
- Microsoft 365
- 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 new hire or exit ticket opens
- 1Read the ticket and the client's checklistConnectWise
- 2Check it came from a contact allowed to askConnectWise
- 3List each change: account, license, groups, mailboxMicrosoft 365
- 4Ask you first before any change in Microsoft 365He asks you first
- 5Make only the changes you approvedMicrosoft 365
- 6Note each change on the ticket and tick the checklistConnectWise
- 7Email the client and text you what is left for a techOutlook
- What you getNew users set up and leavers' access removed by your own checklist, with every change noted on the ticket.
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
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Ticket triager
Sorts every new ConnectWise ticket, answers the common ones from your runbook and routes the rest to a tech.
IT services
Quote follow-up rep
Follows up on every quote you sent from ConnectWise until the client signs or says no.
IT services
License and renewal tracker
Checks each client's Microsoft 365 seats against what you bill, and lists renewals due in the next 60 days.