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Deliver faster, smarter service

Clear standards. Faster onboarding. Predictable service delivery across every client.

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Your MSP shouldn’t depend on the memory of a few people

Client information is structured, complete, and consistent — no more guessing or digging through old folders
Information stays organized, linked, and instantly accessible
Linked assets, passwords, processes, and KBs give technicians everything they need in one view
Standard templates and required fields eliminate “freestyle” documentation
Structured onboarding removes ambiguity and protects your team from knowledge gaps
Know what’s documented, what’s missing, and what needs attention
Every client environments follows the same structure

Resolve issues faster

Everything technicians need, without switching tools

  • Fewer escalations
  • Faster ticket resolution
  • Better first-contact fixes

A consistent structure for every client

Every environment follows the same rules

  • Standard templates for every client
  • Required fields keep data complete
  • Structure that scales as you grow

One connected place for every detail

Technicians work faster when everything they need is linked

  • Fewer scattered tools
  • Full client context, linked
  • Assets, passwords, and KBs stay aligned

Repeatable onboarding, every time

No skipped steps, no forgotten details, no piecing things together later

  • Reusable onboarding templates
  • Required documentation for every new client
  • Keeps service delivery predictable

Know what’s covered — and what’s missing

Catch gaps before they cause problems

  • Documentation review cycles
  • Expiration tracking for critical items
  • Change history for accountability

Operate with clarity across every client

Consistency across clients

  • Everyone knows where to look and what to capture

Faster onboarding

  • New techs ramp quickly without reinventing anything

Less chaos, fewer escalations

  • Technicians solve faster when knowledge is structured, linked, and up to date

Built to scale

  • Structured onboarding and predictable service delivery become the norm

Powerful features that support every part of your MSP

Standardized Forms

Consistent forms for documenting clients, devices, apps, networks, and infrastructure

Knowledge Base

Internal and client-specific documentation organized, searchable, and always consistent

Passwords

Secure credential storage with permission controls and browser autofill

Processes & Checklists

Repeatable checklists for onboarding, maintenance, and project execution

Relationship Mapping

Understand how systems connect across clients at a glance

Integrations & API

Sync assets, devices, and data from your PSA, RMM, and other tools

IP Address Management

Manage networks and subnets with clarity across all clients

Rack Management

Visualize equipment for easier planning and troubleshooting

Expiration Tracking

Stay ahead of renewals, contracts, warranties, and SSL expirations

Website Monitoring

Track uptime and certificate status automatically

Audit Logs

Full visibility into changes and access across your documentation environment

Universal Search

Find passwords, assets, documents, and processes instantly across all clients

See what calm feels like

Bring order to your documentation, reduce escalations, and empower every technician to deliver their best work