CRM and customer sites
One service record from alert to invoice
Sidekick MSP · capability
The MSP business around the ticket
Keep contracts, customer communication, approvals, and finance connected.
Inside this capability
Specific tools, connected to a measurable operating result.
Agreements, service catalogue, and orders
Technicians see customer and asset context
Client portal and approvals
Owners can run delivery and margin together
Billing, reporting, and Sidekick AI
One service record from alert to invoice
How the work moves
Order to onboarding
A sold service becomes a trackable delivery plan instead of a handoff email.
- 01Accept the service order
- 02Open onboarding tasks
- 03Provision entitled services
- 04Confirm client readiness
Continue through Sidekick MSP
Service delivery with context
Turn requests and signals into accountable work.
See it in your operation