Meet Your AI Powered Backoffice
Managing a growing IT services business can be a daunting task. Keeping track of your finances and technology can be challenging unless you have the right tools in place to work efficiently. Our PSA is based on ITFlow, which excels at client IT documentation, ticketing, and billing.
We provide managed ITFlow hosting so you can focus on your business. We’ll make sure your instance is running smoothly and even help you set it up. We provide basic support and can also provide more advanced support if the need arises.
Highlights
- Comprehensive dashboard with your business metrics at a glance
- Easy to configure and easy to use with its clean intuitive user interface
- Integrate AI for creating ticket responses and documentation
- Built in client portal for ticketing and billing
- Multiple technician users, roles, and API support
- Custom URL on your existing domain name and SSL encryption
- Client Information
- Supports multiple client contacts
- Supports multiple client locations
- Supports client tagging
- Searchable ticket history
- Create recurring tickets
- Manage client projects and activity
- Record client vendor relationships
- Client calendar with recurring entries
- Easily share client documents and credentials
- Easily email multiple clients
- IT Documentation
- Keep track of assets and record network and login information
- Keep track of licenses and renewal dates
- Built in password manager to record usernames and passwords for URLs with OTP support
- Record network and rack configurations
- Proactively keep track of domain name and SSL certificate renewals automatically
- Complete service management unifies contact, vendors, credentials, and assets
- Easily store and share documents and files
- AI assisted document generation is available
- Billing
- Quoting platform
- Invoicing platform
- Create recurring invoices
- Product catalog
- Manual and automatic payments
- Track and bill technician trips
- Invoice from billable tickets
- Billing reports
- Finance
- Vendor and expense tracking
- Create recurring expenses
- Account balance tracking
- Create funds transfers between accounts
- Financial projections based on historical data
- Create budgets
- Calculate taxes
- Income, expense, accounts receivable, and P&L reports
- Ticketing
- Automated email alerts
- AI integration available for searching and generating ticket content
- Clients may create tickets using client portal or email address
- Customizable ticket status and categories for tracking
- Tickets may be classified as billable or non-billable
- Technician ticket assignment
- Create ticket templates to save time
- Ticket reports such as ticket summary, tickets by client, and time by technician
