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:
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.
Endpoints
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
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 Agents, Teams, and Workgroups Overview article.
Agents
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.
Teams
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.
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 Feeds, Dashboard, and Reports articles.
Dashboards
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.
Reports
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.