MSPComplete Features Overview

Using MSPComplete, you can perform migration projects for your customers and manage their ongoing service needs. MSPComplete also streamlines your own business by organizing and tracking tasks, helping you to run your operations more efficiently.

Sections in this article:

Advantages of using MSPComplete

  • Employ a variety of out-of-the-box services to migrate and manage customer data.
  • Automate repetitive tasks so that you can deliver services faster.
  • Standardize your processes with detailed instructions for carrying out all tasks.
  • Keep track of your proprietary know-how in a single, secure repository.
  • Bring new IT employees up to speed quickly with well-defined guidance and procedures.
  • Assign tasks to IT personnel based on their expertise and existing workloads.
  • Create a collaborative environment where schedules and tasks are clearly defined.
  • Receive instant updates as services are started, delivered, or blocked.
  • Reassign tasks quickly to keep service delivery running smoothly as situations change.
  • Track the time needed to complete service tasks down to the second.
  • Analyze costs and evaluate efficiencies by generating detailed reports.

Service delivery

At the heart of MSPComplete are the services that you deliver to your customers. MSPComplete provides a wealth of packaged services for migrating customers to the cloud, moving data from one cloud-based service to another, and managing day-to-day operations.

For more information, read the articles in the Runbooks, Services, and Tasks Overview.

Runbooks and services

MSPComplete divides services into well-documented tasks that you can assign to your IT staff based on their skills. MSPComplete tracks each service from start to finish, alerting your staff to their task assignments and notifying you of service issues before they affect your customers.


MSPComplete uses APIs to integrate with cloud service providers and utilizes PowerShell for Microsoft services to automate complex or repetitive steps in many services. This helps your staff work more efficiently and saves you time and money.

Customer management

MSPComplete helps you manage IT services for a handful of customers or hundreds of them. The customer management features allow you to bring new users onboard quickly. Within the system, you can view service delivery information across all customers, or drill down to the details for a single customer.

For more information: Read the View, Add, and Edit Customer Groups article.


Most MSPComplete services are licensed through subscription. You purchase subscriptions for your agents. Do you have 30 members in your IT staff? You purchase 30 subscriptions and they are consumed when agents are invited to MSPComplete, enabling them to perform Services and Tasks. A few premium products and services can be licensed for a one-time fee or a small additional charge for each subscribed user.


Endpoints are sets of credentials that allow MSPComplete to establish a connection to a server or a service. For example, you can set up an endpoint to discover and import user information from a Microsoft Exchange server. MSPComplete supports many connection endpoints, including G Suite and Office 365.


Workgroups set up financial or security boundaries between customers. If you provide services to companies in different geographical regions, for example, you can set up different workgroups for each region. If certain staff work only within one region, they have access only to the customers in their regional workgroup.

Device management

Device management gives you a detailed view of your customers’ desktop and laptop assets, monitoring them for uptime, disk space, operating system version, and memory utilization. By deploying the Device Management Agent across a customer’s network, you can easily manage physical devices, helping your customers upgrade hardware before problems arise.

Collaborative workspace

MSPComplete is a multi-user environment that your entire IT staff can use to set up and track service delivery. It streamlines your workflows, centralizes your in-house knowledge, and allows everyone to communicate more effectively.

For more information: Read the Subscriptions, Agents, Teams, and Workgroups Overview article.


When you set up MSPComplete, you invite IT personnel in your organization to join MSPComplete as agents. By setting up workgroups and defining Agent privileges, you can determine exactly what customer information each agent can view and edit.


You can group agents into teams and assign service tasks to the teams rather than individual agents. Agents in a team can then choose which tasks they perform. You can also have MSPComplete assign tasks to team agents automatically, based on current workloads.

Note: The Teams feature is only available to the Get Organized subscription plan.

My Tasks

Every agent can use the MSPComplete interface to manage the tasks assigned to them. The My Tasks page gives agents a single source for discovering which tasks have been assigned to them, or for claiming tasks assigned to their team.

Information management

To run a business well, you need information about the services you provide. MSPComplete offers an extensive set of information management tools that help you keep track of all services and assess the efficiency of your organization.

For more information: Read the FeedsDashboard, and Reports articles.


Your personal dashboard provides a high-level snapshot of service delivery and customer status, giving agents quick access to system performance and displaying notifications concerning the customers they manage.

Personal and customer feeds

Personal feeds keep agents apprised of tasks, schedules, and issues that crop up during service delivery. Separate feeds gather notices about service, device, and user events for each customer.


The reporting feature helps you evaluate the efficiency of service delivery. By generating reports, you can learn how long it took to deliver services, how much they cost, where the processes encountered bottlenecks, and much more.​​

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