Get organized with MSPComplete to maintain standardized processes and ensure consistent delivery. Understand the true costs and effort required to deliver Services and build out your pipeline with confidence. Get greater visibility into progress and customer satisfaction.
These articles will help you get started with the Get Organized plan in MSPComplete. You’ll learn how to create Runbooks, generate estimates, execute Services and Tasks, and report on true costs.
Sections in this article:
- Introduction to MSPComplete
- Create Runbooks
- Generate Cost Estimates
- Execute Services and Tasks
- Report True Costs
Introduction to MSPComplete
MSPComplete is a multi-user system that IT professionals in your organization can use collaboratively. To get started with MSPComplete, take a few moments to learn about subscription plans, the interface, key terminology, and billing.
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Learn about the key features of MSPComplete. |
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Learn about the Get Organized and Get Automated subscription plans. |
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Learn how to get around in MSPComplete. |
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Learn the key terminology for MSPComplete. |
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Configure billing information for a workgroup to purchase subscriptions. |
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Purchase subscriptions to unlock key features that allow you to deliver Services to your customers, add PowerShell automation, report on Service delivery costs, and manage your IT staff in teams. |
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Add your IT staff to MSPComplete so they can manage customer resources and deliver Services. |
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Review this onboarding guide for an initial set of steps and instructions to get you going with the Get Automated plan. |
Create Runbooks
Turn your standard operating procedures into live documentation that displays detailed, step-by-step information with rich text, hyperlinks, images, code blocks, and contextual information. Browse our Library to find out-of-the-box Runbook templates.
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The Library Page in MSPComplete contains preconfigured Runbooks. |
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Customizing a Runbook from the Library is the fastest way to start offering Services to your customers. Look through the Library for Runbooks that apply to you, and customize them to make them your own. |
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Create a new Runbook from scratch if the preconfigured Runbooks in the Library don’t match the technologies that you work with. |
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Fine-tune a Runbook or Service by editing the name, start date, due dates, assignees, cost estimates, and individual Tasks. |
Generate Cost Estimates
Project the costs of delivering Services based on the employee assigned to do the work, any material costs, and the anticipated delivery times for each task. Once the Service is completed, you can report on estimated vs. actual time and costs.
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Launch a Service from a Runbook and add Agent assignments and time estimates to get the estimated cost and effort to complete the Service. |
Execute Services and Tasks
Assign and launch your Runbooks to put them into action. Surface and follow the information needed to complete the task at hand. Track Services progress in real time against the estimated timelines and view delivery metrics upon completion.
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The Workgroup Delivery Center contains all active and completed Services for all Customers across the Workgroup. The Delivery Center is where you can view the status of Services and their associated Tasks. |
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The My Tasks Page is where Agents go to see the Services and Tasks currently assigned to them. |
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Agents that are assigned Services and Tasks are responsible for completing them within their prescribed start date and due dates and within the time estimate. This ensures the actual cost doesn’t run over estimated cost to complete Services. |
Report True Costs
The Service Report appears in the Task list for a Service after all Tasks are completed. The Service Report provides a high-level overview of the Service estimates against actual cost and effort.
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View the true cost of a Service once all its Tasks are completed to evaluate efficiency. |