Pull asset information from your PSA (ConnectWise Manage or Autotask PSA) to guarantee data consistency.
Schedule warranty renewals and asset replacements in time so you (and your client) always know what’s coming up and never forget anything.
Harmonize QBR documents and structure across all your vCIO team to ensure a repeatable experience for all clients.
Save your vCIOs precious time without compromising on the quality of the budget and roadmap presented to your clients.
Asset lifespan, warranty coverage, replacement costs policies can be tailored to each individual client’s requirements.
Each client is different. Treat them as such.
Warranty information from major manufacturers is automatically looked up to ensure precise information.
Define how often you want to meet with a client and perform routine IT audits. Event reminders will be sent out to your team members.
Proceed to the app to Sign Up, connect your PSA and start working.