The office management system for IT service firms.
Contracts, project delivery, support work and renewals on one record, so the support you give is the support you are paid for.
Three problems every IT service firm recognises.
Tickets are tracked in a helpdesk that knows nothing about the contract, so over-servicing is discovered at renewal.
Delivery runs in one tool and the ongoing relationship in another, so nobody sees the full account.
Contract end dates sit in a folder. The conversation happens two weeks before, from a weak position.
A managed client, contract to renewal.
One real workflow, in the order it happens. Nothing here is typed into a second tool.
What an IT firm hands to an agent first.
Assembles usage, incidents and project progress into a client-ready document.
Prepares the evidence pack before the renewal conversation.
Warns when a client is consistently over their support allowance.
The modules IT firms live in.
An IT services customer quote belongs here, with name, role and firm. We leave it empty rather than invent one.
IT service firms questions
Not for ticket triage at volume. It holds the commercial side (contracts, entitlements, the work delivered and the billing) and takes a feed from the helpdesk you use.