Getting techs to track time is like pulling teeth.
Time is worked out from what they already do.
Help articles
- How to track time as you work
- How to reply to a ticket and set its status
- How to see who is under target and which clients lose you money
- How to set time tracking rules and SLA targets
- How to work a ticket with Elise, time tracking and billing
- How to set up a client agreement and bill the first period
- How to go from agreements to invoices at month end
- How to talk to Elise and see what she can do
The fix lives in one tech's head.
Closing the ticket drafts the article.
Help articles
- How to close a ticket and approve the article it drafts
- How to reply to a ticket and set its status
- How to document a client from one tab
- How to run a procedure as a checklist on a ticket
- How to talk to Elise and see what she can do
- How to set Elise's identity, providers, privacy redaction and AI budget
- How to review tickets before they close and control how new tickets get made
- How to see why the system changed something
Someone has to read every ticket and pick a tech.
Each assignment comes with its reason.
Month end is a spreadsheet, then QuickBooks is retyped.
Plans, time and invoices live in one place.
A separate RMM means a second tool and client list.
The agent and the tickets share one record.
Patching that repairs failures
A patch fails and nobody notices until the audit.
A failed Windows update gets repair tries first.
Microsoft 365 alerts are noisy, and every client differs.
Each finding shows how sure it is, and why.
Clients email you because the portal is a chore.
One link signs them in to the real record.
Six months later nobody knows why a setting did that.
The record names the setting, rule or job.
The boring parts of the day eat your techs' time.
Switching from Autotask or HaloPSA
Moving off your old tool feels like a big risk.